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
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Simple steps may help you foil hackers and protect your privacy.
It's important to understand the pros and cons when considering a prepaid debit card.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to better see the potential impact of compound interest on an asset.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Smart investors take the time to separate emotion from fact.
The market is as unpredictable as the weather. We’d love to help you prepare.
The decision whether to buy or rent a home may have long-term implications.
With alternative investments, it’s critical to sort through the complexity.
If you died, what would happen to your email archives, social profiles and online accounts?
Do you know these three personal finance sayings?