Cornerstones of Our Firm:
Transparency, Trust, Intimacy, and Integrity
At Edward George Wealth Management Group, we use a highly-personalized approach to help individuals take control of their financial future. Our firm is rooted in experience and we put a strong emphasis on reputation, transparent communication, and a deep understanding of our clients’ goals and objectives.Contact Us
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Retirees traveling abroad need to know that their health insurance travels with them.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
There are four very good reasons to start investing. Do you know what they are?
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you should be saving for college.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The market is as unpredictable as the weather. We’d love to help you prepare.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Around the country, attitudes about retirement are shifting.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Agent Jane Bond is on the case, cracking the code on bonds.