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

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…

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A Guide to Tying Up Financial Loose Ends This Fall

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…

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When do You Need a Financial Advisor or Planner?

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…

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5 Financial Planning Investment Insights from Financial Pros

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…

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How to Access R&D Funds For Creativity and Innovation

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…

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Why and How to Build Your Emergency Fund

Build Your Emergency Fund because life happens - image of hospital hall

Most will recommend that you start small, stay consistent, and prioritize saving to ensure you have a safety net in place for unexpected expenses. Remember, the peace of mind and financial security that come with having an emergency fund are invaluable. An emergency fund is essential for financial stability and peace of mind, but many…

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How to Succeed in Business by Leveraging Americore Programs and Expertise

business team celebrating How-to-succeed-in-business

In the ever-evolving world of business, success is often synonymous with the ability to adapt, innovate, and leverage the right resources. At Americore Group, we understand the pivotal role that financial programs and expertise play in propelling businesses towards their goals. Want to know how to succeed in business? Our seasoned professionals invite you to…

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We Can Enhance Your Retirement Planning

We can Enhance Retirement planning

When we meet prospective new clients, we inevitably learn all about their business, families and choices.  We also learn many reasons clients put off talking to a financial consultant about retirement planning, protecting their wealth and ensuring a vibrant legacy. Sometimes this is just about focus.  When you spend every day making sure your own…

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Dennis Bays and the Story of Americore

Dennis Bays, CEO of Americore is excited about the number of opportunities available to improve the cash flow and profitability for the business community. Whether you are looking to reduce tax liabilities, find working capital for small or midsize businesses, planning for retirement or other wealth building vehicles, Americore has access to a unique solution…

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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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