George Strategic Wealth

10/09/2026

Is your portfolio optimized around Asset Location?

If you're a 60/40 investor, your 401(k), Roth IRA, and brokerage ac...

09/28/2026

0% Capital Gains?

A retired couple can take about $131,000 of long-term capital gains...

11/05/2025

I am excited to announce the addition of personal tax preparation and planning to our services.

Now you simplify another area of your finances by allowing the same team that manages your investments and creates your wealth strategies to handle your taxes.

Taxes are one of the greatest expenses clients face, and with planning can be reduced over their lifetimes.

Each part of your finances should be aware of one another and working together to achieve your goals.

Investment Management
Financial & Retirement Planning
Asset Protection & Insurance
Estate Planning
Tax Preparation & Strategic Planning

There is limited availability. Email me at [email protected] to see if we are a good fit and reserve your spot for tax year 2025.

04/11/2025

Sure, business owners have more options for deferring taxes but pre-retirees with w2s can potentially still use:

401k or company retirement plans
Traditional IRAs
Health savings accounts

04/11/2025

For most pre-retirees, deferring income is important. They are usually at peak earnings and will be able to benefit from having a much lower effective rate in retirement compared to their marginal rate now.

04/10/2025

For pre-retirees, a decision as seemingly innocuous as making Roth or pretax contributions can have tens or hundreds of thousands of dollars worth of impact over their lifetime.

To me, it is worth getting these things right 🤣

04/09/2025

I see attorneys often give bad estate planning advice.

Advising testamentary trusts and wills over probate avoidance for no reason... No consideration for asset protection and Medicaid planning... No consideration for estate tax... Citing incorrect at best or misleading at worst information regarding taxation and trusts...

For estate planning, talk to an real financial advisor as well as an attorney to make sure all of situation and goals are being addressed.

04/09/2025

Does your financial advisor do real financial planning? Can they tell you the impact of a financial decision on your long term goals? Do they have a focus on minimizing taxes not just now, but over your lifetime?

If your advisor only talks about mutual funds and insurance they unfortunately haven't kept up with the times....
..and you deserve more.

[email protected]

04/08/2025

Tonight I am teaching at class at Westmoreland County Community College on protecting your assets from hazards such as:

Litigation
Taxes
Volatility
Negative returns
Inflation
Nursing homes
Unexpected healthcare costs
Probate

Are your loved ones, assets, and financial plan protected?

04/07/2025

Your investments and retirement savings are literally your future. Don't procrastinate and take the steps to help make sure you are doing the right things for your situation and goals.

[email protected]