Insights from Encore

Here is a collection of finance-related news and information we consider worth knowing.

The content included here is meant for general use only; it is not to be considered advice.

Buy-Sell Agreements for Businesses

For most, creating an estate strategy is important to make sure your loved ones are taken care of after you’re gone. But it may be just as important to have an estate strategy for your business. Whether you’re a sole proprietor who will be passing on your business to...

MONTHLY ECONOMIC UPDATE JULY 2020

U.S. Markets Stock prices climbed higher in June, as investors looked beyond an increase in COVID-19 cases as well as reports that several states planned to slow the pace of their economic re-opening. The Dow Jones Industrial Average gained 1.69%, while the Standard...

Who is Your Trusted Contact?

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...

Before You Claim Social Security

Whether you want to leave work at 62, 67, or 72, claiming the retirement benefits you are entitled to by federal law is no casual decision. You will want to consider a few key factors first. How long do you think you will live? If you have a feeling you will live into...

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Is a Roth for you? The short answer is: It's not for everyone. A great read on.mktw.net/2X2SbxZ and for questions or support, visit us at encorefinancialgroup.net/; we're here to help. ... See MoreSee Less

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We had some sweet surprise visitors to our Petoskey office today! Around 1pm hundreds of honey bees landed on a bush in our front yard, looking to make their home! Happily, we were able to successfully relocate them to their new home at a farm in Harbor Springs! ... See MoreSee Less

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WHY LIFE INSURANCE MATTERS. Besides the death benefit, it may also help you financially during your life. If you're not sure why you need life insurance or how important it really is, take a moment to read this article==>https://encorefinancialgroup.net/protection-needs/life-insurance/why-life-insurance-matters/ ... See MoreSee Less

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5 REASONS YOU SHOULDN’T WAIT ANY LONGER TO BUY LIFE INSURANCE. Most adults really need some sort of life insurance policy. Here are a few reasons to stop putting off this important purchase==>https://encorefinancialgroup.net/protection-needs/life-insurance/5-reasons-you-shouldnt-wait-any-longer-to-buy-life-insurance/ ... See MoreSee Less

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SMART FINANCIAL MOVES IN YOUR 20S, 30S, 40S & 50S If you had a timeline of the financial steps you should probably take in life, what would it look like? Answers to that question will vary, but certain times of life do call for certain financial moves. Some should be made out of caution, others out of the opportunity. Learn more on our website=>https://encorefinancialgroup.net/financial-planning/smart-financial-moves-in-your-20s-30s-40s-50s/ ... See MoreSee Less

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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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There is always something new to learn when it comes to finances – new offerings and laws, new concepts. With that in mind, we offer a monthly newsletter with relevant information related to the insurance and finance industries. We welcome you to sign up. For more materials, please see our Education page.

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