Insights from Encore
The content included here is meant for general use only; it is not to be considered advice.
Community Shred Days
Community Shred Days 2019 are coming soon! It's time to spring clean and shred unneeded documents that could put your identity at risk. Bring your documents for a complementary shred event, two dates and locations available: Saturday, April 13 9:00 am – 12:00 pm at...
Monthly Economic Update March 2019
THE MONTH IN BRIEF You could say that Wall Street breathed a collective sigh of relief in February. Investors were encouraged by new developments in U.S.-China trade negotiations and by the minutes from the Federal Reserve’s most recent policy meeting. On Main Street,...
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...
Facebook Feed
Social Security is an extremely valuable retirement resource for women. It’s valuable for men too, but as a demographic, women derive more benefit from this government-sponsored retirement program. To gain these benefits, however, women need to understand some of Social Security’s special features in order to take full advantage of them. bit.ly/2Q0YXkH
Linda Moline, Roger Gaynor, and Ian Bancroft have been recognized for their hard work and expertise in helping consumers enroll in and manage qualified health coverage through the Health Insurance Marketplace.
This achievement from the Centers for Medicare & Medicaid Services (CMS) as a member of the 2020 Marketplace Circle of Champions highlights their success in actively enrolling 20 or more consumers during this Open Enrollment Period.
All of us at Encore Financial Group are proud of their achievements. For the full press release, please visit: bit.ly/2REMMJX
Tuesday Tip: As individuals accumulate assets, some realize that the liability coverage limit on their homeowner policy may be too low. Some opt to carry a personal umbrella liability (PUL) policy as a compliment.
More economic updates and tips: bit.ly/3669nFd
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.
Follow Us