Summer is synonymous with vacations, family barbecues, and outdoor fun, but it’s also a season that can strain your wallet if you’re not careful. Preparing a sound summer cash flow plan is essential to making the most of the season without derailing your financial goals. This year, however, it’s not just about budgeting for summer…
There are ugly rumors out there telling us that tax incentives for businesses are gone. We aren’t a tax planner. Yet our tax professional partners as well as our financial planning experience has revealed several tax incentives for savvy entrepreneurs. What follows are several programs our clients leverage to facilitate their business goals. 1st Tax…
As professionals, we often focus on career growth, investments, and long-term financial goals. You set the clocks ahead and probably changed the batteries in your smoke detectors too. But have you recently taken a moment to review one of the most critical components of financial stability—your emergency fund? Life is unpredictable, and unexpected expenses like…
Creating and maintaining a strong business or financial plan is a cornerstone of long-term success. At Americore Group, we specialize in helping businesses and individuals take control of their finances through expert financial analysis, strategic planning, and access to financial programs that simplify the process. Our goal is simple: to make you love your financial situation by…
As a financial planner, I often emphasize the importance of financial targets. Setting these in the first quarter of the year will help to map out your financial plan. Establishing SMART goals—Specific, Measurable, Achievable, Relevant, and Time-bound—helps to achieve those targets as well as long-term financial success. This article will explore how you can set these…
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…
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…
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,…
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…
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…