The SMART way of Setting Goals

Setting SMART Goals

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…

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Cash Flow Checkups For Financial Health

cash flow checkups improve financial health

From individuals to huge corporations, staying on track to reach financial goals means tracking where your money is going, your cash flow. With today’s inflation, buying one thing might require a small adjustment to your spending. When you need to stock an entire company, it takes more planning to make your net. Seen from a…

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Finally No-Equity Commercial Financing

You need money to operate your business. You detailed your financing objectives but the banks still said no. Americore is focused on protecting your wealth and on the success of your business.  So when banks didn’t say yes to what we feel are make-sense loans, we looked for a better financing option. After sifting through…

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Optimizing Financial Planning With Government Programs

optimizing financial planning

Today, it seems like people are nervous about any changes to their financial planning. They’re afraid they won’t max their own wealth potential, afraid they’ll make the wrong investment changes or worried that any new approaches will make them a target. Since financial planning cannot take into consideration every life event, it must be updated…

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Are You at the Tax Savings Summit for Business Owners?

See Dennis Bays at Tax Savings Summit

Are you already at the 2022 Tax Savings Summit virtual conference?  If not, why not?  It’s free.  It’s informative and it could save you money.  Besides Dennis Bays, there are around thirty other financial professionals and tax strategists. What The Tax Savings Summit Is Host Carlotta Thompson founded Tax Strategists of America.  Though Carlotta Thompson…

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Finance 101: Public finance

In this third and final installment of finance 101, we will review public finance.  Public finance, also known  as Government Finance, oversees taxing, governmental spending, budgeting, and debt-issuance policies that affect how a government pays for the services it provides to the public. Public Revenue sources By overseeing the distribution of resources, income and economic stability,…

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