Insights from Encore
The content included here is meant for general use only; it is not to be considered advice.
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...
2020 The Marketplace Circle of Champions Program
January 22, 2020 Cheboygan, MI – Linda Moline, Roger Gaynor, and Ian Bancroft have been recognized for their hard work and expertise in helping consumers enroll in and manage qualified health coverage through the Health Insurance Marketplace. This achievement from the...
Monthly Economic Update January 2020
THE MONTH IN BRIEF Stocks rallied in December, closing out a decidedly positive year on Wall Street. The S&P 500 added another 2.86% last month, rising 28.88% for 2019. What helped the market? The trade dispute between the U.S. and China cooled a bit, as both...
2019 IRA Deadlines Are Approaching Here is what you need to know.
2019 IRA Deadlines Are Approaching Here is what you need to know. 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...
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Social Security is an extremely valuable retirement resource for women. It’s valuable for men too, but as a demographic, women derive more benefit from this government-sponsored retirement program. To gain these benefits, however, women need to understand some of Social Security’s special features in order to take full advantage of them. bit.ly/2Q0YXkH
Linda Moline, Roger Gaynor, and Ian Bancroft have been recognized for their hard work and expertise in helping consumers enroll in and manage qualified health coverage through the Health Insurance Marketplace.
This achievement from the Centers for Medicare & Medicaid Services (CMS) as a member of the 2020 Marketplace Circle of Champions highlights their success in actively enrolling 20 or more consumers during this Open Enrollment Period.
All of us at Encore Financial Group are proud of their achievements. For the full press release, please visit: bit.ly/2REMMJX
Tuesday Tip: As individuals accumulate assets, some realize that the liability coverage limit on their homeowner policy may be too low. Some opt to carry a personal umbrella liability (PUL) policy as a compliment.
More economic updates and tips: bit.ly/3669nFd
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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