Insights from Encore
The content included here is meant for general use only; it is not to be considered advice.
Stay the Course
Like most of us nowadays, you've probably tuned into the news and have seen updates on the looming market. The predictions, reports, and sensationalized views probably have you on edge. Our partners from Morningstar Investment Management shared a great public...
The Solo 401(k)
Do you work for yourself? Then you may want to consider the solo 401(k), which marries a traditional employee retirement savings account to a small-business, profit-sharing plan. To have a solo 401(k), you must either be the lone worker at your business or its only...
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...
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...
Encore Financial Group Overview
info@efgrp.net Phone: 877.6.ENCOREFlorida • Michigan • Pennsylvania [youtube https://www.youtube-nocookie.com/watch?v=sDYiKu8Xac0&w=560&h=315?rel=0]At an early age, Encore Financial Group principal and founder, Dennis Hesselink, learned the importance of hard...
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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.