Posts by Jo Gardner
It’s Mid-Summer – Time for a Financial Checkup
We’re more than halfway through the year, and if you haven’t already done so, now is a great time to review your progress on financial goals for 2022. Checking on your progress to your saving, business, and retirement goals now gives you time to adjust your approach if needed. No worries: we’ve got a few…
Read MoreAmericore, Your Financial Advisor for Business
The value of money is in the extra enjoyment and comfort that it adds to daily living. Having enough to not worry about money, allows you to live your life to the fullest and fulfill your ambitions. How you can reach that point is something Dennis Bays at Americore want to discuss with you. Dennis…
Read MoreBlue Apple’s Meaning
We frequently talk about our Blue Apple Solutions and each time someone inevitably asks us about Blue Apple’s Meaning. Well, we’re glad the question was asked, and we’ll try to explain the reference better. An Apple by Any Other Color Apples come in many colors. You can find bright red apples, pink-red, purple-red, golden yellow,…
Read MoreEnhance Your Team With A Trusted Advisor at Americore
Someone once told me “anything worth doing is worth doing badly.” What he meant was that you should at least try to do something, even if it means failing at it. In certain areas, I disagree. When it comes to financial decisions, anything worth doing should be done well. If you are qualified, great!. If…
Read MoreEarth Day Investing in Sustainability
Earth Day 2022 is a fitting time to consider sustainability in business. There are resources and programs already available and you can benefit from them while going green. Your clients would love it and green living equals tax savings. In a recent Deloitte publication, a few reminders came out that can add to those savings…
Read More6 Tax Sheltered Investments as Part of a Strategy
Tax sheltered investments aren’t, or shouldn’t be the main force behind your investment plan, but they can offer savings opportunities.
Read MoreWhich Retirement Mistakes to Avoid
Get Informed on Which Retirement Mistakes to Avoid As you near the date, knowing which retirement mistakes to avoid will make a more enjoyable lifestyle in retirement. With retirement funds in various accounts, how you withdraw your assets matters. Ignoring tax implications or taking your benefits at the wrong age can cost you money and…
Read MoreSpring Cleaning Your Finances in 6 Steps
Spring cleaning your finances might be the last thing on your mind. After all it’s been a turbulent few years. A worldwide pandemic locked down businesses, forced remote workspaces, and spurred the great recession. Just as things seem to move toward the “new normal”, Russia invades Ukraine, and the world is once more on edge.…
Read MoreWhat Are IRS Recognized Life Events
Especially in the wake of a worldwide pandemic, such as COVID-19, there are life events that change everything. Americore advises clients on preparing for all types of life events. But During tax season, the IRS publishes which of those life events it recognizes, and the implications of that recognition. Each life event might require action…
Read MoreERTC still Offers COVID Relief
Businesses are still evolving to meet demands of the new normal, but with lower sales dollars, it’s harder than it used to be. Moreover, the great resignation is heightening the struggle for many small to mid-sized businesses. One of the solutions to lost income and concerns over employee retention is still available. Government programs are…
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