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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
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Financial Strategies in a Post-DOMA World
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
What’s the deal with your yearly free credit report?
Here are some simple and inexpensive energy-saving tips that may help you save money.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
How literate are you when it comes to your finances? Brush up with these five basics.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
This calculator can help determine whether it makes sense to refinance your mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much you have the potential to earn during your working years.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator helps estimate your federal estate tax liability.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There are a few things to consider when buying or leasing your next vehicle.
If you died, what would happen to your email archives, social profiles and online accounts?
How will you weather the ups and downs of the business cycle?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
There are three things to consider before dipping into retirement savings to pay for college.
Do you have causes that you want to support with donations? Here are three tips.