George Wealth Management

10/18/2026

Your peak earning years are a powerful time to build wealth, but it takes more than income. Strategic year-end planning can help you grow with confidence.

10/17/2026

The SECURE Act 2.0 created a provision to allow people to rollover unused funds from a 529 college savings account to a Roth IRA. Here's what you need to know.

The SECURE Act 2.0 created a provision that allows unused funds from a 529 college savings account to rollover to a Roth IRA.

10/16/2026

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.

10/15/2026

The market is as unpredictable as the weather. We’re here to help you prepare.

10/14/2026

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.

10/14/2026

Read the latest issue of Retire Wise here:

October marks Cybersecurity Awareness Month, and for retirees and near-retirees, that awareness matters more than most people realize. Scammers increasingly…

10/13/2026

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you want to speed things up.

10/13/2026

A business that depends too heavily on its owner can be harder to transfer. Learn how leadership, systems, customer diversification, predictable revenue, and stronger financial reporting can reduce owner dependence.

Learn how business owners can reduce owner dependence, strengthen transferable value, develop leadership, improve systems, and prepare for a future sale.

10/12/2026

Inflation is back in the spotlight as the Fed prepares for its next meeting. This week's CPI and PPI reports are expected to tell two different stories: higher headline inflation driven by rising energy prices, but potentially softer core inflation beneath the surface.
Join CIO Gene Goldman on this week's episode of as he breaks down what the latest inflation data could mean for Fed policy, interest rates, and the path forward for markets.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

10/12/2026

For a small business, the loss of a key person could cause financial hardship.

Business owners may be able to protect themselves from the financial consequences of losing a key employee.