Posts Tagged ‘financial planning’
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 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.
Read MoreFresh Approach to Financial Security and Success
Though you may not feel it, this is a great time for businesses to thrive. A recent Fidelity Investments survey revealed more than 68% of Americans experienced financial setbacks in 2020. In spite of that, I believe all that stands in the way of your business growth is a fresh approach to financial security and…
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