Insights from Encore
The content included here is meant for general use only; it is not to be considered advice.
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...
The Qualified Charitable Distribution – Tax Magic for Seniors
Many seniors find that their newly severely restricted itemized deductions fall short of their personal deductions ($24,000 married filing jointly). So their charitable contributions may be worth zero on their tax returns. That’s a little bit of a bummer even though...
Monthly Economic Update February 2019
Sign up below to get updates sent to your inbox! THE MONTH IN BRIEF During a month marked by political impasses in the United States and United Kingdom, equities performed well around most of the world. On Wall Street, the S&P 500 advanced 7.87% in January, with a...
Key Financial Data 2019
Nearly all the key items that affect one's personal finances are contained in this easy to follow format. Talk to your financial advisor for more information. DISCLOSURE Registered Representatives offer Securities through The O.N. Equity Sales Company, Member...
Countdown to College
Most parents want to give their children the best opportunity for success and getting into the right college may help open doors. According to the latest income-per-education-level data available from the Bureau of Labor Statistics, American adults who have a...
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U.S. News and World Report covers health insurance for early retirees: bit.ly/34xZbUQ
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You love owning your own business. So you pour all your energy, vision, knowledge and will into building a successful company – and then what? How do you keep it going for the next generation of leadership? And how do you protect it today from the potential loss of a partner or key employee? We're here to help. Check out this free business owner guide and call us at 877.6ENCORE. bit.ly/33x7L5W
Directly & indirectly, you might be able to save more per month than you think. Hidden paths to greater savings can be found at home and at work, and their potential might surprise you. Here are some great examples: bit.ly/2JQh0q3
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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