Nov 11, 2020 | Retirement, Taxes & Financial Planning
https://encorefinancialgroup.net/wp-content/uploads/2020/11/EFG-2-Video-1080p-201109.mp4 Do you know the difference between a traditional 401(k) and a Roth 401(k)? Would you like to know the benefits and tax implications of each? Watch our quick explainer video on how...
Jun 30, 2020 | Investing, Taxes & Financial Planning
This vital investment account question should be answered sooner rather than later. Investment firms have a new client service requirement. They must now ask you if you would like to provide the name and information of a trusted contact.1 You do not have to supply...
Feb 21, 2019 | Estate, Retirement, Taxes & Financial Planning
Making Charitable Donations of Stock If you’re charitably inclined and hold meaningful amounts of appreciated stock, such as shares acquired from a stock option exercise, restricted stock/RSU vesting, or ESPP purchase, donating stock instead of cash can be a smart...
Oct 17, 2017 | Financial Planning, Taxes & Financial Planning
8 Characteristics of People Who Successfully Get Out of Debt Having worked with families and individuals in building and implementing their financial plan, one goal that I have seen to be relatively common for many is a goal to pay off debt in order to be able to save...
Feb 9, 2016 | Taxes & Financial Planning
How Long Do You Have To Keep Your Statements? A year? Seven years? It depends. “You should retain copies of your federal tax returns for 7 years.” Is that true, or a myth? How long should you keep those quarterly and annual statements you get about your investment...
