Encompass Advisory Services

09/02/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

08/31/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

08/29/2026

Thank you again to our BNI Sponsors: Icon Power Solutions LLC, Cyndi Lawrence Agency, TemperaturePro, Encompass Advisory Services. Chapters: Westside Business Partners & Katy Millionaires.

Icon Power Solutions LLC
Cyndi Martin Lawrence
TemperaturePro Katy-Cypress
Encompass Advisory Services
BNI - Westside Business Partners
BNI Katy Millionaires

08/28/2026

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

08/26/2026

Learn the language of life insurance.

When considering life insurance, it's important to understand your options.

08/24/2026

Estimate the total amount you may need saved to support your desired retirement lifestyle.

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

08/21/2026

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

See how much you may need to save now to cover future college costs for your child.

08/19/2026

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

08/17/2026

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.

Understanding the cycle of investing may help you avoid easy pitfalls.

08/14/2026

69% of women live without a spouse or partner. If you are a woman, you need to have a financial strategy. Read more in our infographic:

Learn more about women taking control of their finances with this infographic.