Posts Tagged ‘financial planning’
Why and How to Build Your Emergency Fund
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 MoreHow Financial Planning Is Like a Living Organism
In short, financial planning is like a living organism that requires regular monitoring, adjustments, growth and development.
Read MoreNever Ignore This Retirement Planning Principle
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 MoreFinancial Advisor: Guiding Your Path to Financial Success
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 MoreGetting the Most From Your Semi-Annual Financial Plan Checkup
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 MoreOptimizing Financial Planning With Government Programs
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 MoreFinancial 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 MoreIt’s Mid-Summer – Time for a Financial Checkup
We’re more than halfway through the year, and if you haven’t already done so, now is a great time to review your progress on financial goals for 2022. Checking on your progress to your saving, business, and retirement goals now gives you time to adjust your approach if needed. No worries: we’ve got a few…
Read MoreBetter 2022 Planning
2021 is about to close. All the tax planning changes that could be made for the 2021 tax year have been made. It’s time to celebrate ringing in a new year. Hopefully, the new year will have less viral variants than the last one. Meanwhile, wishing you better 2022 planning and a Happy new year!…
Read MorePersonal Finance 101- The Basics
Just for fun, we thought we’d review some basics of Personal Finance 101, as students head back to the classrooms.
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