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
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Good employee health can be great for the company’s bottom line.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Taking regular, periodic withdrawals during retirement can be quite problematic.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This questionnaire will help determine your tolerance for investment risk.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
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.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
With alternative investments, it’s critical to sort through the complexity.
Agent Jane Bond is on the case, cracking the code on bonds.
A special needs trust helps care for a special needs child when you’re gone.
Do you know these three personal finance sayings?