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.

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...

Facebook Feed

This message is only visible to admins.
Problem displaying Facebook posts.
Click to show error
Error: Invalid OAuth 2.0 Access Token Type: OAuthException Subcode: 2069032

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.

Follow Us

Pin It on Pinterest

Share This