Insights from Encore
The content included here is meant for general use only; it is not to be considered advice.
MONTHLY ECONOMIC UPDATE FEBRUARY 2020
THE MONTH IN BRIEF Early January gains gave way to late January losses as the coronavirus emerged as a global health concern, and correspondingly, a concern for the investment markets. The S&P 500 ended up retreating 0.16% for the month. The coronavirus outbreak...
Ways to Fund Special Needs Trusts
A look at the different options & strategies. If you have a child with special needs, a trust may be a financial priority. There are many crucial goods and services that Medicaid and Supplemental Security Income might not pay for, and a special needs trust may be...
Investing for Impact
Socially responsible investment strategies and you. SRI (Socially Responsible Investing), Impact Investing, and ESG (Environmental, Social, and Governance) Investing belong to a growing category of investment choices that use traditional investing practices to...
Full-Time Operations Assistant
New Position: Full-Time Operations Assistant Location: Petoskey, MI Job Tasks • Client management: Run and deliver reports needed for client meetings, including communicating with representatives on client opportunities and anniversaries. Develop and follow a process...
New I.R.S. Contribution Limits
The I.R.S. just increased the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan accounts for 2020. Here’s a quick look at the changes. -Next year, you can put up to $6,000 in any type of IRA. The limit is $7,000 if you will be 50 or...
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It's time for more tips! Today we're talking tax savers credit. More tips can be found on our blog, we have lots of great articles to help you with financial planning, business development, taxes, and more! bit.ly/37NnnVg
If you have a child with special needs, a trust may be a financial priority. There are many crucial goods and services that Medicaid and Supplemental Security Income might not pay for, and a special needs trust may be used to address those financial challenges. Most importantly, a special needs trust may help provide for your disabled child in case you're no longer able to care for them. Learn more on our blog at wp.me/p6TeFC-wx
Should millennial couples address money issues before marrying? Yes, CNBC says, pointing out some of the key ones: cnb.cx/35nH4kE For questions, contact us, we’re here to help. 877.6ENCORE or visit us online at bit.ly/38TImpB
Meet Sean, a valuable member of our team. Sean Lynch began as an Investment Associate with Encore Financial Group in 2017. He holds the Series 7, Series 66, and life and health licenses as well as a variable annuities certificate. He has previous experience working within compliance management and now services group retirement plans with the firm. Learn more about Sean by visiting: bit.ly/36HtM2N
Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines. April 1, 2020, is the deadline to take your Required Minimum Distribution (RMD) from certain individual retirement accounts. Learn more on our website: bit.ly/2tgsvlG
Our Mission
At Encore Financial Group, we are dedicated to helping members of our community achieve and maintain financial independence. We do this via a holistic approach to reducing risk, offering protection services and potential growth opportunities for our clients who love their family and are serious about their money.
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