Encore Wealth Management

Encore Wealth Management Encore Wealth Management specializes in Retirement Planning and Investments Creating value, quality of life, and greater satisfaction.

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. We provide Retirement Planning, Insurance and Investment Services, and Financial Planning. Please visit our website to learn more. For a list of state

s in which we are registered to conduct business, please visit www.encorewm.com. The financial consultants of Encore Wealth Management are registered representatives with, and securities offered Through LPL Financial, Member FINRA/SIPC
www.FINRA.org and www.SIPC.org. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. WCG Wealth Advisors and Encore Wealth Management are separate entities from LPL Financial. Please note: Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

For many Gen Xers, retirement is starting to feel less like a distant milestone and more like a looming financial realit...
09/02/2026

For many Gen Xers, retirement is starting to feel less like a distant milestone and more like a looming financial reality.

The oldest members of the generation will turn 62 next year, the earliest age to claim Social Security. At the same time, many are approaching retirement with limited savings and fewer pensions than previous generations had.

The median Gen X retirement savings balance is about $107,000, while members of the generation estimate they’ll need roughly $700,000 for retirement. Social Security may also become an increasingly important source of income, with 41% of workers over 55 saying they expect it to be their primary source in retirement.

That gap is prompting some Gen Xers to rethink when they’ll stop working, how much they may need to save, and what retirement could realistically look like.

If retirement is getting closer, this may be a good time to review your savings, expected Social Security benefits, and other sources of retirement income.

Millions of Generation X Americans expect to depend on Social Security as their main — or only — source of retirement income.

Dolly Parton’s legacy reaches far beyond music.Over the years, she gave millions to causes ranging from disaster relief ...
09/01/2026

Dolly Parton’s legacy reaches far beyond music.

Over the years, she gave millions to causes ranging from disaster relief and medical research to education and children’s literacy. Her Imagination Library alone has distributed more than 330 million books to children across five countries.

After devastating Tennessee wildfires in 2016, her My People Fund provided displaced families with $1,000 a month for six months, no strings attached. She also donated $1 million toward COVID-19 vaccine research and supported schools, scholarships, pediatric care, and communities close to home.

What tied so much of that work together was remarkably simple: trust people, see a need, and respond.

Her example is a meaningful reminder that generosity doesn’t have to follow one formula. It starts with deciding what matters to you and finding a way to make an impact.

Dolly Parton's death is shining a new light on the country music icon's philanthropy. The Library of Congress has called Parton a “titan of children’s literacy” for the millions of free books provided monthly through her Imagination Library.

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
09/01/2026

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

You've allocated your assets; you just may not realize it yet.
08/29/2026

You've allocated your assets; you just may not realize it yet.

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

College, kids and costs.
08/27/2026

College, kids and costs.

A few strategies that may help you prepare for the cost of higher education.

A pay raise does not always mean a paycheck goes further.New research found that from February 2021 to June 2022, real w...
08/26/2026

A pay raise does not always mean a paycheck goes further.

New research found that from February 2021 to June 2022, real wages fell by more than 4% as inflation outpaced many workers’ pay increases. The impact lasted for many households, with 37% of workers in the study earning less in inflation-adjusted terms in December 2024 than they had four years earlier.

Now, a similar squeeze is happening again. In July, the Consumer Price Index rose at a 3.4% annual pace, while hourly wages rose 3.2% over the same period.

When prices rise faster than pay, purchasing power declines. That can make everyday expenses feel heavier, even when income is technically increasing.

When inflation rises faster than workers' wages, it feels like they're getting a pay cut. Companies, meanwhile, benefit.

The Treasury Department is increasing the size of its government debt buybacks amid ongoing pressures in the longer-term...
08/25/2026

The Treasury Department is increasing the size of its government debt buybacks amid ongoing pressures in the longer-term bond market.

The department said it will at least double the maximum size of certain buyback operations, from $2 billion to at least $4 billion, targeting the 10- to 20-year and 20- to 30-year portions of the Treasury market.

Following the announcement, the 10-year Treasury yield fell 6 basis points to 4.647%, while the 30-year bond yield fell 9 basis points to 5.196%. Bond prices and yields move in opposite directions.

The move is designed to support liquidity in longer-dated Treasury securities, though economists noted that it does not change the broader fiscal backdrop or the government’s ongoing financing needs.

The announcement targets the sensitive longer-duration part of the Treasury market.

A special needs trust can help care for a special needs child, even after you’re gone.
08/25/2026

A special needs trust can help care for a special needs child, even after you’re gone.

A special needs trust helps care for a special needs child when you’re gone.

What actually happens when the U.S. government shuts down?
08/22/2026

What actually happens when the U.S. government shuts down?

This handy interactive explains which essential government services are affected by a shutdown.

In the world of finance, the effects of the "confidence gap" can be especially apparent.
08/20/2026

In the world of finance, the effects of the "confidence gap" can be especially apparent.

In the world of finance, the effects of the

Address

1605 4th Street
Santa Rosa, CA
95404

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8:30am - 1pm

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+17075785123

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