Want to leave a legacy, something to be remembered by? This decision needs great counsel to make sure you are leaving behind the legacy you intended. Tomorrow we end our "Financial Planning Road Map" series on this special topic: Legacy Planning. Check out this final post tomorrow morning!
When was the last time you completed a random act of kindness? It's the best day of the year to reach out to someone who needs a smile. Today is World Smile Day, so offer your neighbor a smile and a hello. You might even offer a lending hand! #WeAreHereForYou #Encore #EWMG #Advisors #WorldSmileDay encorewealthgroup.com
The Cigar and Bourbon Night is coming up next Friday! Bring your friends, and enjoy some fun times with our advisors and staff. The Office Cigar Shop and Lounge on October 9th at 5:30pm. We hope to see you there!
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502.412.4050
With age, comes wisdom, confidence, perspective, responsibilities and challenges. One of the challenges we must consider is long-term care. We understand it can be difficult to face, but having an appropriate plan can protect what families have spent many years building while ensuring access to the care that may be needed. Reviewing a long-term care plan with your Encore financial advisor is a prudent and worthwhile conversation. Call our office at (502) 412-4050 today to schedule your meeting. We look forward to serving you!
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Click here to learn more about Long Term Care
https://cdn.ameriprisecontent.com/cds/alwp/team/encorewealthmanagementgroup/5-questions-about-ltc637348438465691618.pdf
My mind and body are sturdy now, but what about planning for the day I can no longer take care of myself?
The Encore advisors can counsel you on what best suits your individual financial plan. See more in tomorrow's "Financial Planning Road Map" post.
Do you want to introduce someone who could benefit from Encore's services but don't know how? We have a solution for you.
Bring your friends and family to meet our advisors at one of our upcoming events. Be sure to check out our website at encorewealthgroup.com or opt-in to our email list to get updates on upcoming events throughout the year.
We'd love to meet those you keep close to your heart. What a great way to introduce them to our advisors!
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To opt-in to the upcoming events email list, email our staff at encorewealthmanagementgroup@ampf.com !
“Love one another. We don't need more instructions; we need more examples.”
– Bob Goff, author of Love Does
#workfamily #kindnessiskey #encorewealthmanagementgroup
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Call our office at 502 412 4050 for more information on joining the conversation.
What if you could boost financial confidence and help increase productivity within the workplace?
Our Financial Wellness Program offers practical guidance, educational workshops, online tools and resources designed to help employees maximize their company-sponsored benefits and make informed financial decisions to better manage financial stress.
The benefits include:
1. Online education and do-it-yourself tools to help build financial literacy.
2. Ongoing relationships with the Encore financial advisors to track employee progress.
3. Affordable financial planning services and complimentary consultations for individuals.
4. Turnkey implementation and an employee communication plan to drive engagement.
Get started today! Give the Encore office at call at 502.412.4050 and ask for an advisor to get your employees started in this program.
Contact Greg Clark at Thomas.Clark@ampf.com for more information.
Happiest of birthdays to our own Jeb Jerrell and Michael Forney!
It's no secret; employees have a lot on their minds these days, especially when it comes to their personal finances. As an employer, there's a lot of pressure to make things easier for your staff. What if we told you that Encore Wealth Management Group can help guide you through making these decisions?
With an Ameriprise Financial Wellness Program, you will get support from a dedicated Ameriprise financial advisor who knows your benefits package. We'll work with you to develop a program based on your company's culture and needs. We're uniquely positioned to help your company with financial planning, financial education, and the tools and resources you'll need to implement wellness into your business. Our team wants to meet with you today. Let's help you to do good for your hard-working employees!
encorewealthgroup.com
Contact Greg Clark at Thomas.Clark@ampf.com for more information.
Investing in your employees is an investment in your bottom line. The right benefits package can go a long way to improve recruiting efforts, increase retention rates, and increase productivity and morale within your organization.
Encore Wealth Management Group can help guide you to make the right decisions for your employees to feel happy and secure. Contact our office today to learn more about our complementary Financial Wellness Program.
Our office number is 502.412.4050. There's no obligation to initial consultations.
Let Encore help you, your staff, and business do better together!
Keeping up with family traditions for future holidays? Lifestyle is about the things that you want to do and how you want to live, today & tomorrow. Build a savings and investment plan for the life, family and experiences you want to enjoy! Our Encore Wealth Management Group advisors can help build a plan that keeps up with your life, including those precious ones who matter the most.
As we move forward into the holiday season, reflect on the traditions you plan each year so that your family and close friends can enjoy the season at its best. How do you plan for the holiday joys? Do you have a financial plan that includes continuing these traditions?
Our advisors want to know what's important to you! Give us a call today at 502.412.4050 or email the office at encorewealthmanagementgroup@ampf.com.
Let Encore help you continue and enhance those traditions for years to come.
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It’s open enrollment season for many employers. This is an important time to evaluate your benefits and coverage and make any necessary changes. Here are some things to keep in mind as you evaluate your options for 2021.
Encore's advisors are here to answer any questions and help you navigate your options.
Give us a call at 502.412.4050
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CNBC.COM
Open enrollment is coming up — here’s what to watch out for
We want to celebrate our selfless veterans for their service! Please join us in saying THANK YOU to all those who have served or who are still serving our great country.
Contact our office for more details.
502.412.4050
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Your employees work hard for their paycheck. It should return the favor!
Encore Wealth Management Group is a private wealth advisory practice of Ameriprise Financial Services, LLC., and we want to provide those employees with the resources they need to feel more confident about their financial well-being today, tomorrow and into the future. This benefit can help create a personalized financial plan. Financial Wellness starts here!
Contact our office at 502.412.4050 for more information on this no obligation program. We want to help you do good for your employees.
Medicare open enrollment runs from Oct. 15 to Dec. 7. These tips can help you choose your coverage and get the most out of open enrollment.
If you have questions or concerns, please call us here at Encore at 502.412.4050.
encorewealthgroup.com
AMERIPRISE.COM
Guide to understanding Medicare open enrollment
A large portion of workers surveyed reported worrying about finances while at work. Want to help your employees focus in, while also helping them manage some of life's natural stress points? Encore Wealth Management Group can help you. You can foster financial confidence by offering the Ameriprise Financial Wellness Program to your employees. The benefit puts financial advice, educational workshops, as well as tools and resources at your employees fingertips. Managing everyday expenses; planning for life's milestones, such as getting married, buying a home, or preparing for retirement; and fully utilizing company-sponsored benefits are part of the package. Call our office at 502.412.4050 to find out how! Let Encore help you, your staff and your business do better together!
Contact Greg Clark at Thomas.Clark@ampf.com for more information.
Learn more at https://cdn.ameriprisecontent.com/cds/alwp/financialwellness/amp_workplace_wellness_012420.m4v
Does your portfolio align with your financial goals? This is the time to look at resetting your automatic contributions to increase or rebalance for the year to employer plans, IRA’s, and Health Savings Accounts. Our advisors here at Encore can help you do just that! Give us a call at 502.412.4050 or email us at encorewealthmanagementgroup@ampf.com
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#encorewealthmanagementgroup #ameriprise
Anyone else needing a warm-up today? What's everyone up to this Wednesday?
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#HumpDay #FinancialPlanning #February
Now is a great time to do a “Once a Year” checklist. Check your Credit Score (www.annualcreditreport.com ) to make sure you are where you want/need to be and clean up your history if needed. Check up on auto, life and home policies to be sure you are insured enough to take care your needs if something should happen. Check and change all smoke alarm and CO2 alarm batteries, etc. It is always a good idea to make a list of the items that can fall off. Make sure to check at least once a year.
Encorewealthgroup.com
encorewealthmanagementgroup@ampf.com
Join Encore for a Market Update and Forecast for 2021 Webinar TONIGHT, January 26th at 5:30pm EST.
If you would like to join the conversation, click the link below. Friends and family are welcome!
Link to join: https://ampfadvisors.webex.com/ampfadvisors/onstage/g.php?MTID=e9808dd41648d97932fcd2341a23b483f
If you are unable to attend this event online, dial in at 1-844-621-3956 to listen in! Access code: 146 078 5662
Are you ready to get your finances in order and make the most of your money? Are you interested in understanding how all your investments are doing? Here at Encore we offer a complimentary consultation! Just give us a call and we can get you started on the road to your financial goals and dreams. It’s that easy! There’s no obligation for this complementary consultation. Call today to schedule your appointment with our educated, nationally recognized advisors. 502-412-4050
encorewealthmanagementgroup@ampf.com
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