Insights from Encore
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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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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