Wrapping Up Your 2024 Financials and Tax Plan for a Fresh Start in 2025

December 16, 2024 |
wrapping up 2024 financials

As 2024 draws to a close, it’s the perfect time to reflect on your financial health and prepare for a successful new year. Whether you are an individual or a business owner, understanding your financial standing and aligning your tax strategy is crucial. Here’s a comprehensive guide to wrapping up your financials and current tax…

Be in the Black by Black Friday

November 20, 2024 |
ways to stay in the black by Black Friday

In the black or enjoying positive cash flow on the income/expense sheet is a reality for many entrepreneurs, while only a dream for others.. As the holiday season approaches, businesses begin to shift their focus towards maximizing profits during one of the biggest shopping events of the year: Black Friday. However, the journey to being…

4th Quarter is Key for Taxes and Financial Strategies

October 16, 2024 |

As we approach the 4th quarter of the year, it’s the perfect time to consider your financial strategies, especially regarding taxes. When it comes to managing your finances, long-term planning is essential. But reviewing your current financial status early in the 4th quarter gives you a chance to check your plan against your financial goals,…

A Guide to Tying Up Financial Loose Ends This Fall

September 19, 2024 |
tying up financial loose ends -hand drawing graph

As the leaves begin to change and the air turns crisp, fall is a time for cozy sweaters and pumpkin spice lattes. Since Fall begins just before the fourth quarter starts, it is also an excellent opportunity to assess your current financial situation. Just as you prepare your home for the coming winter you can…

When do You Need a Financial Advisor or Planner?

August 27, 2024 |
Financial Advisor or Financial Planner

Are all of your friends way ahead of you on the retirement plan? If you are hesitating because you don’t know where to begin, it’s time to figure out how to find the right financial advisor or planner for you. This choice is a crucial decision, since it can alter your financial future substantially. Here…

Financial Independence Via Semi Annual Review

July 15, 2024 |
financial independence via semi-annual review

Most of us want Financial independence now and in our retirement.  One of the key strategies to attain this objective is through semi-annual financial plan reviews. These reviews play a crucial role in helping people of all financial statuses gain control over their finances and work towards their long-term financial outlook. By examining and adjusting…

The Pitfalls of Robo-advisors

June 26, 2024 |
AI-Robo-advisor-Pitfalls

Technology continues to revolutionize various industries, including finance. Robo-financial advisors, powered by artificial intelligence (AI), have gained popularity as a convenient and seemingly cost-effective solution for managing personal finances. However, While robo-advisor AI platforms proclaim to offer numerous benefits, it is crucial to be aware of their potential pitfalls and risks. Advantages of Personalized Financial…

5 Financial Planning Investment Insights from Financial Pros

May 15, 2024 |
financial planning with a financial professional

In today’s fast-paced and unpredictable world, financial planning and investment discipline are crucial to achieving long-term financial success. Whether in good economic times or bad, having a well-thought-out financial plan and seeking the guidance of a trusted financial advisor can make all the difference. In this blog, we will explore the wisdom of successful investors…

How to Access R&D Funds For Creativity and Innovation

April 26, 2024 |
Accessing R&D programs

In today’s rapidly evolving world, creativity and innovation are key drivers of success. Recognizing the importance of fostering these qualities, the United States Government and some of its states have implemented Research and Development (R&D) programs that reward and support individuals and businesses for their groundbreaking ideas. Accessing these programs can fund project progress, but…

Avoid Tax Surprises with These Advance Strategies

March 29, 2024 |
Strategies to avoid tax surprises next year

If you got an unwelcome surprise for your 2023 tax bill, this article is for you! We’re going to review how to avoid any surprises from 2024. Planning far enough in advance can help you avoid disturbing revelations on your the next tax bill. Americore specializes in knowledge of many incentive and rebate programs. We…