Posts Tagged ‘financial services’
Getting 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 MoreWe Can Enhance Your 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…
Read MoreGetting to Know Dennis Bays of Americore
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…
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 MoreYour Business Could be Owed Incentive Money
We all want to know when we’re owed money. At Americore, we daily help clients uncover what incentive money should be coming to them. Consequently, our work at Americore constantly reveals relevant programs that offer not only incentives, but credits and rebates as well. The biggest obstacle we regularly face, is helping our clients understand…
Read MoreAmericore Financial Advisors Reveal How Businesses Miss Out on Millions of Dollars
Ask Americore Financial Advisors Why are businesses missing out on millions of dollars every year. Entrepreneurs are generally a smart group of people. It takes intelligence to come up with a unique idea, develop and market it, and successfully run a business based on it. So how is it that they aren’t taking advantage of…
Read MoreAmericore Delivers Value to Business Advisors
It happens no matter how many expert business advisors you have working for you, or how talented they are. Unless programs that deliver more cash to your organization falls in their specific area of expertise, they could miss them. Dennis Bays built his career mending that gap, and he does it while working with your…
Read MoreDennis 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…
Read MoreAre You at the Tax Savings Summit for Business Owners?
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…
Read More