George Strategic Wealth

George Strategic Wealth Securities offered through StoneX Wealth Management Inc., member FINRA / SIPC. Advisory services offered through Stonex Investment Advisors Inc.

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]

My investment models focus on quality and have been rewarded lately. For example, here is the YTD return of one componen...
04/07/2025

My investment models focus on quality and have been rewarded lately. For example, here is the YTD return of one component, HDV.

How does this stack up with your portfolio returns?

04/06/2025

Don't love the recent investment volatility? Is your portfolio set up to reduce it?

Quality, international, bonds, buffers, and other alternative assets can help create real diversification to reduce volatility.

If you didn't have any of these components? Why not?

Do your investments warrant a second opinion? Give me call.

The market can be unsettling at times, but the data is clear. The S&P500 is averaging a 10% annualized return since 1928...
04/06/2025

The market can be unsettling at times, but the data is clear.

The S&P500 is averaging a 10% annualized return since 1928 while experiencing an average drawdown of 13% per year.

Even during what ends up being great years, the market goes down.

This is a story of caution.2022 was a bad year in the market. Most assets went down in value.At the end of 2022 a prospe...
02/20/2025

This is a story of caution.

2022 was a bad year in the market. Most assets went down in value.

At the end of 2022 a prospect had an insurance agent advise help them to put virtually all of their investments, around $1,000,000 into fixed indexed annuities as their principal would be protected.

From their until now they are up ~20% in the annuities which have their returns limited due to the downside protection.

The S&P 500 (SPY) is up over 60% since the end of 2022.

Hindsight is 20/20, but most professionals could see issues with concentration and liquidating investments in a down year.

This decision likely cost the client literally hundreds of thousands of dollars over the past few years alone.

Fixed indexed annuities often have a place in a retirees financial plan, but balance is important. As is not overreacting when the market has a bad year.

Address

1781 Arona Road, Suite 3b
Salem, KY

Telephone

+17248726311

Website

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