financial advisory Archives - Americore | Financial Advisory

Choosing the Right Financial Advisor

By Jo Gardner | October 20, 2023 |

Choosing the right financial advisor is a crucial decision that can greatly impact your financial future.

Never Ignore This Retirement Planning Principle

By Jo Gardner | August 11, 2023 |

retirement planning by paying your future self first.

Retirement Planning: Pay Your Future Self First There is a crucial principal in retirement planning called paying your future self first. The idea, if you’re not familiar with it, is to prioritize saving and investing for your retirement before allocating money to other expenses and fun. This approach makes sure you build a sufficient nest…

Financial Advisor: Guiding Your Path to Financial Success

By Jo Gardner | July 25, 2023

financial advisor guiding path to financial success with business skyline background

In today’s complex and ever-changing financial landscape, making informed decisions about your money can be a daunting task. Or does it? Whether you’re planning for retirement, investing for the future, or simply trying to manage your day-to-day finances, having a trusted partner by your side can make all the difference. This is where a financial…

Getting the Most From Your Semi-Annual Financial Plan Checkup

By Jo Gardner | July 14, 2023 |

It’s the halfway point through the year so it’s a great time to perform your semi-annual financial plan checkup for you and your business. For the best outcome, we’ve got some key steps and advice to follow during your checkup. Review Your Financial Plan Goals Checking your goals is as important as reviewing your budget…

Getting to Know Dennis Bays of Americore

By Jo Gardner | February 25, 2023

I regularly tell people to look me up, so they know I’m real. When one of those good folks began asking me about the warrior invite at the mounds, I googled myself. I think I need clear up who Dennis Bays of Americore Group is and what we do here. There seems to be some…

What Are IRS Recognized Life Events

By Jo Gardner | February 15, 2022

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…