Insights from Encore
The content included here is meant for general use only; it is not to be considered advice.
How Long Do You Have To Keep Your Statements?
A year? Seven years? It depends. “You should retain copies of your federal tax returns for 7 years.” Is that true, or a myth? How long should you keep those quarterly and annual statements you get about your investment accounts? And how long should you keep bank...
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Encore Financial Group
Financial and insurance services for you and your family. Your goals, our mission.
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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.
