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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.Contact Us
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
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.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Second marriages are a trigger event to revisit any existing estate strategies.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
For some, the social impact of investing is just as important as the return, perhaps more important.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine if you are eligible to contribute to a traditional or Roth IRA.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
For women, retirement strategy is a long race. It’s helpful to know the route.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Do you know these three personal finance sayings?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
There are three things to consider before dipping into retirement savings to pay for college.
Understanding the cycle of investing may help you avoid easy pitfalls.