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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.
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We help high-net worth individuals navigate the financial world, regardless of where they are in their career.
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Helpful Content
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Bitcoin 101
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
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Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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The Latte Lie and Other Myths
Do you know these three personal finance sayings?
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Surprises
Making the most of surprises is a great reason to work with us.