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.

Preparing to Sell Your Business

Do you have a strategy to follow? Have you created a company that someone will want to buy? Your children won’t necessarily want to take over your business, so an exit strategy is essential to getting the outcome you want. You must prepare your firm for the transition...

Key Person Insurance

A way for businesses – especially niche businesses – to address a major risk. Who are the people most crucial to your business? Have you taken steps to insure them?  At every company, there are certain people whose absence would cause day-to-day operations to grind to...

TOD or Living Trust?

A look at two basic methods for shielding assets from probate. How do you keep assets out of probate? If that estate planning question is on your mind, you should know that there are two basic ways to accomplish that objective. One, you could create a revocable living...

The Fine Art of Flexible Estate Planning

Specialized trusts & private loans can help address some “what ifs.” Estate planning professionals often contend with ambiguities. A plan may need to be modified in the future when some development in family life occurs – and there are some estate planning tools...

How Long Do You Have To Keep Your Statements?

A year? Seven years? It depends. “You should retain copies of your federal tax returns for 7 years.” Is that true, or a myth? How long should you keep those quarterly and annual statements you get about your investment accounts? And how long should you keep bank...

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This is good news!! Fox News reports on stocks rising in reaction to a reopened New York Stock Exchange trading floor. fxn.ws/2ZDuluJ ... See MoreSee Less

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”To those in uniform serving today and to those who have served in the past, we honor you today and every day.”-Unknown ... 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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