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Strategies Designed to Build, Protect & Distribute Wealth

Strategies Designed to Build, Protect & Distribute Wealth

Strategies Designed to Build, Protect & Distribute Wealth

Calculators

You can review interesting calculators on my site.

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Contact Us

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Welcome to Encompass Wealth & Legacy Planning, LLC

At Encompass Wealth & Legacy Planning, LLC, we believe that good financial decisions don't have to be confusing. Our advisors provide simple, quality techniques that can help you make the most of your money and help achieve more of your financial goals.    

We invite you to review our educational materials, articles, newsletters, calculators, and other tools-all designed to keep you up-to-date on financial issues, strategies and trends. 

To be an investor you must be a believer in a better tomorrow.
~ Benjamin Graham

HOT TOPIC: 530A Trump Accounts Officially Open

A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

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Media Trends: Where Have All the Readers Gone?

The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

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Small Business: Coping with the End of De Minimis Imports

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

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Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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Credit Card Debt

How Long Will It Take to Pay my Balance?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

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