Insights from Encore
The content included here is meant for general use only; it is not to be considered advice.
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...
Why DIY Investment Management Is Such a Risk
Paying attention to the wrong things becomes all too easy. If you ever have the inkling to manage your investments on your own, that inkling is worth reconsidering. Do-it-yourself investment management is generally a bad idea for the retail investor for myriad...
Saving Early & Letting Time Work for You
The earlier you start pursuing financial goals, the better your outcome may be. As a young investor, you have a powerful ally on your side: time. When you start saving and investing for retirement in your twenties or thirties, you can put it to work for you. The...
Paying for College While Saving for Retirement
These two objectives are not mutually exclusive. It can be done. All across America, families are meeting a mighty financial challenge – the challenge of paying college costs with retirement potentially on the horizon. How do they do it? They go about it consistently;...
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The News Cycle Is Moving Fast. Here's How Investors Can Focus on Long-Term Success
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Investors eyeing a post-pandemic world shouldn't get caught up in short-term market gyrations.
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What to Do With Your 401(k) After Retirement
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Here's how to manage your 401(k) savings after you retire.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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