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
Saving for College 101
Here’s a crash course on saving for college.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
For some, the social impact of investing is just as important as the return, perhaps more important.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Here are five facts about Social Security that are important to keep in mind.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
As our nation ages, many Americans are turning their attention to caring for aging parents.
Tips to avoid checking in luggage on your next vacation.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator shows how inflation over the years has impacted purchasing power.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much you have the potential to earn during your working years.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
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.
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?
Taking your Social Security benefits at the right time may help maximize your benefit.
Women must be ready to spend, on average, more years in retirement than men.
How will you weather the ups and downs of the business cycle?
$1 million in a diversified portfolio could help finance part of your retirement.