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
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Don’t overlook the need for renter’s insurance if you rent your home.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Retirees traveling abroad need to know that their health insurance travels with them.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Here are some simple and inexpensive energy-saving tips that may help you save money.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess whether you are running “in the black” or “in the red” each month.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much you have the potential to earn during your working years.
This questionnaire will help determine your tolerance for investment risk.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment 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.
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.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Peer-to-peer payment apps are one of the newest ways to send money.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Make your retirement as exciting as your next vacation.
Taking your Social Security benefits at the right time may help maximize your benefit.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?