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.

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...

Facebook Feed

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 ... See MoreSee Less

View on Facebook

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 ... See MoreSee Less

View on Facebook

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 ... See MoreSee Less

View on Facebook

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 ... See MoreSee Less

View on Facebook

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 ... See MoreSee Less

View on Facebook

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.

Follow Us

Sign up for our Economic Update

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.

Pin It on Pinterest

Share This