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…

Read More

The Pitfalls of Robo-advisors

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…

Read More

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…

Read More

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…

Read More

Never Ignore This Retirement Planning Principle

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…

Read More

Financial Advisor: Guiding Your Path to Financial Success

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…

Read More

Getting the Most From Your Semi-Annual Financial Plan Checkup

financial plan review

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…

Read More

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…

Read More

Financial Experience Difference

the financial experience difference

Recently I came across an article on things your financial advisor may not tell you. They weren’t secretive, just inexperienced. The article  stood out because it illustrated how a financial advisor with experience makes a big difference to your financial wellbeing.  Blue Apples Dennis Bays, and his team of Americore professionals have decades of experience.  During…

Read More