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.

What and When to Shred

According to the Federal Trade Commission, these recommendations will help you know what to keep and what to eliminate (click the image to zoom).

The Advantages of HSAs

Health Savings Accounts offer you tax breaks & more. Why do people open up Health Savings Accounts in conjunction with high-deductible insurance plans? Well, here are some of the compelling reasons why younger, healthier employees decide to have HSAs. #1:...

Preparing to Sell Your Business

Do you have a strategy to follow? Have you created a company that someone will want to buy? Your children won’t necessarily want to take over your business, so an exit strategy is essential to getting the outcome you want. You must prepare your firm for the transition...

Key Person Insurance

A way for businesses – especially niche businesses – to address a major risk. Who are the people most crucial to your business? Have you taken steps to insure them?  At every company, there are certain people whose absence would cause day-to-day operations to grind to...

TOD or Living Trust?

A look at two basic methods for shielding assets from probate. How do you keep assets out of probate? If that estate planning question is on your mind, you should know that there are two basic ways to accomplish that objective. One, you could create a revocable living...

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Encore Financial Group

Encore Financial Group

Financial and insurance services for you and your family. Your goals, our mission.

See encorefinancialgroup.net for a list of important disclosures.

Some of our Encore team had an awesome Monday spent on the course! ⛳️ We had a fantastic time enjoying golf, great company, and the beautiful weather ☀️ Thank you to the Cheboygan Golf & Country Club for having us! ... See MoreSee Less
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Read this article to learn more about Social Security tips and the Trump Accounts for newborns! Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. ... See MoreSee Less
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Happy Birthday Ed! 🎂 We appreciate all of your hard work and the value you bring to the company. We hope you have an amazing day celebrating your birthday! 🎊 ... See MoreSee Less
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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.