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.

Buy-Sell Agreements for Businesses

For most, creating an estate strategy is important to make sure your loved ones are taken care of after you’re gone. But it may be just as important to have an estate strategy for your business. Whether you’re a sole proprietor who will be passing on your business to...

MONTHLY ECONOMIC UPDATE JULY 2020

U.S. Markets Stock prices climbed higher in June, as investors looked beyond an increase in COVID-19 cases as well as reports that several states planned to slow the pace of their economic re-opening. The Dow Jones Industrial Average gained 1.69%, while the Standard...

Who is Your Trusted Contact?

This vital investment account question should be answered sooner rather than later. Investment firms have a new client service requirement. They must now ask you if you would like to provide the name and information of a trusted contact.1 You do not have to supply...

Before You Claim Social Security

Whether you want to leave work at 62, 67, or 72, claiming the retirement benefits you are entitled to by federal law is no casual decision. You will want to consider a few key factors first. How long do you think you will live? If you have a feeling you will live into...

Retirement Plan Options for Small Businesses

As a small-business owner, figuring out retirement choices can be a little intimidating. How do you pick the most appropriate retirement plan for your business as well as your employees? There are three main types of retirement plans for small businesses: SIMPLE-IRAs,...

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As some may know, we are almost through our busy Medicare AEP and ACA enrollment season. We are excited to announce that one our representatives has already been awarded the HealthCare.gov Marketplace Circle of Champions for 2021! Congratulations to representative Linda Moline! ... See MoreSee Less

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Invest your money in your town instead of shopping online this #Cybermonday. #shoplocal #ShopSmall ... See MoreSee Less

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Owning your own business takes long hours, hard work, and dedication. For #momandpopsmallbusinessday, reward your local community business owners for their hard work. #shopsmallbusinesssaturday ... See MoreSee Less

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"It's not what we say about our blessings, but how we use them, is the true measure of our thanksgiving." W.T. Purkiser ... 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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