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
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
There’s a link between debt and stress.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Even if you’re young and single, you should still consider protecting yourself.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator demonstrates the power of compound interest.
This calculator may help you estimate how long funds may last given regular withdrawals.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
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.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
You’ve made investments your whole life. Work with us to help make the most of them.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Do you have causes that you want to support with donations?
Around the country, attitudes about retirement are shifting.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.