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.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Do you have an estate strategy? You should.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Simple steps may help you foil hackers and protect your privacy.
Understanding how capital gains are taxed may help you refine your investment strategies.
What kind of auto insurance should you have? Do you know?
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator will help determine whether you should invest funds or pay down debt.
Assess whether you are running “in the black” or “in the red” each month.
Determine your potential long-term care needs and how long your current assets might last.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
How does your ideal retirement differ from reality, and what can we do to better align the two?
How will you weather the ups and downs of the business cycle?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
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.
Do you have causes that you want to support with donations? Here are three tips.
The decision whether to buy or rent a home may have long-term implications.