Encompass Advisory Services

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life.

Retirement and Quality of Life Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

A retiree’s portfolio should reflect the lifestyle choices he or she makes in retirement. Does yours?

Does Your Portfolio Fit Your Retirement Lifestyle? Lifestyle considerations in creating your retirement portfolio.

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.

Retirement Seen Through Your Eyes What's your vision of retirement?

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

Monthly Market Insights | September 2026 Monthly Market Insights | September 2026 U.S. and Canadian Markets Renewed enthusiasm for AI pushed stocks higher in August as investors looked past mixed economic signals. The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial...

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

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."

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.

Encompass Advisory Services, LLC 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...

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

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

Important Birthdays Over 50 Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Learn the language of life insurance.

Term vs. Permanent Life Insurance When considering life insurance, it's important to understand your options.

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

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