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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
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Even if you’re young and single, you should still consider protecting yourself.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Lifestyle considerations in creating your retirement portfolio.
What does the Tax Reform and Jobs Act mean for you?
Learn about the risks of not having health insurance in this informative article.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much of your Social Security benefit may be considered taxable.
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.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Savvy investors take the time to separate emotion from fact.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Here are five facts about Social Security that might surprise you.
When you retire, how will you treat your next chapter?
It's easy to let investments accumulate like old receipts in a junk drawer.
Learn about cyber liability insurance in this entertaining video.