by Encompass Wealth Group | Feb 26, 2021 | Uncategorized
What to know about interest rates and yields. Provided by Nick Boeckman, CFP® One time-tested principle of investing is, “when bond yields move higher, bond prices tend to move lower.” Investors are doing a “double take” on the 10-year Treasury...
by Encompass Wealth Group | Feb 19, 2021 | Uncategorized
Life expectancy table updated for the first time since 2002. Provided by Nick Boeckman, CFP® If you are retired and have reached your seventies, you may have the opportunity to draw a little less income from your retirement savings accounts in 2022. Next year, the...
by Encompass Wealth Group | Feb 5, 2021 | Uncategorized
Explaining the many types of 1099 forms and their uses. Provided by Nick Boeckman, CFP® What is a 1099 form? This is a record of payment from an individual or entity, showing a payment, generated for your records. The individual/entity sends a copy to both the payee...
by Encompass Wealth Group | Jan 29, 2021 | Uncategorized
Market volatility continues into the new year. Provided by Nick Boeckman, CFP® The first month of 2021 has already had many ups and downs. Just because it’s a new year doesn’t mean that the 2020 issues go away, and so far, 2021 has been no exception to this rule. The...
by Encompass Wealth Group | Jan 22, 2021 | Uncategorized
Some life and financial factors that can sometimes be overlooked. Provided by Nick Boeckman, CFP® We all have our “blue sky” visions of the way retirement should be, yet our futures may unfold in ways we do not predict. So, as you think about your “second act,” you...
by Encompass Wealth Group | Jan 15, 2021 | Uncategorized
Here is what you need to know. Provided by Nick Boeckman, CFP® Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines. April 15, 2021 is the deadline to take your Required Minimum Distribution (RMD) from...
