Insights from Encore
The content included here is meant for general use only; it is not to be considered advice.
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...
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...
How & When to Sign Up for Medicare
Breaking down the enrollment periods and eligibility. Medicare enrollment is automatic for some of us. If you are age 65 and eligible to receive Social Security benefits (or married to someone eligible to receive them), then you are also automatically eligible for...
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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 asset preservation and growth opportunity strategies and potential growth opportunities for our clients who love their family and are serious about their money.