Insights from Encore
The content included here is meant for general use only; it is not to be considered advice.
Introducing Encore for Gifting
Encore Financial Group announced a charitable giving program called “Encore for Gifting.” The program is designed to benefit local charities nominated by community members and chosen by a panel of Encore representatives, staff, and clients. Four times per calendar...
Community Shred Days
Community Shred Days 2019 are coming soon! It's time to spring clean and shred unneeded documents that could put your identity at risk. Bring your documents for a complementary shred event, two dates and locations available: Saturday, April 13 9:00 am – 12:00 pm at...
Monthly Economic Update March 2019
THE MONTH IN BRIEF You could say that Wall Street breathed a collective sigh of relief in February. Investors were encouraged by new developments in U.S.-China trade negotiations and by the minutes from the Federal Reserve’s most recent policy meeting. On Main Street,...
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 tax-planning move. Given the changes in...
The Qualified Charitable Distribution – Tax Magic for Seniors
Many seniors find that their newly severely restricted itemized deductions fall short of their personal deductions ($24,000 married filing jointly). So their charitable contributions may be worth zero on their tax returns. That’s a little bit of a bummer even though...
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Protect the Ones You Love with Life Insurance
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Things change...except the love for your family. Make sure you protect your love with life insurance.Every day, life insurance companies pay death benefits to the beneficiaries of their policies, providing them with needed and certainly welcome funds. In essence, life insurance provides leverage: You pay a relatively small amount of money to the insurance company in the form of a “premium,” and the insurance company will provide a guaranteed payout of a relatively large amount of money upon the death of the insured.
While there are thousands of different life insurance plans available, they all fall into two categories: term and permanent insurance. Term, as the name implies, provides a benefit for a fixed period of time; 10 years, 20 years, and so on. Permanent insurance is in place for life.
Learn more on our website encorefinancialgroup.net/financial-planning/why-life-insurance-has-to-be-part-of-your-wealth-buil...
Have you experienced any of these life events recently? If so, let's connect==>https://encorefinancialgroup.net/contact-us/
It's not for you; it's for them. lifehappenspro.org/resources/43274/preview?token=dcd8b812a39b36f6e421eb810146d0ba For questions or assistance with life insurance, contact us encorefinancialgroup.net/contact-us/
It's Not for You. It's for Them.
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You don't buy life insurance because you're going to die, but because those you love are going to live.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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