Welcome to Encore Wealth Management
At Encore Wealth Management we have always believed that making good investment decisions, even through very difficult periods, must start with a confident and intellectually well-founded commitment to a sensible, rational set of investment beliefs, diversification and analysis not emotion to make decisions. Our approach is grounded in hard work and fundamental research.
We are committed to helping our clients plan for their financial security by identifying their financial goals, creating a viable strategy and modifying that strategy as market conditions and client needs change over time. We work hard to be your trusted advisor when faced with those critical financial decisions.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Couples may be able to head off many of the problems in a marriage that money can cause.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Making the most of surprises is a great reason to work with us.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
When do you need a will? The answer is easy: right now.
What if instead of buying that home, you invested that money?
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.