The George Group at Morgan Stanley

12/22/2023

‘Tis the season for joy, love and peace. Merry Christmas and Happy Holidays!

12/13/2023

Interested in donating more complex assets this season? Let’s talk about how to make donations to your Morgan Stanley GIFT account.

There’s more to charitable giving than you may realize. Here’s one method that may be tax-efficient and can help maximize your impact.

12/07/2023

Don’t get fooled by these five holiday scams. Find out how to protect yourself.

Stay a step ahead of cybercriminals this season by being aware of these scams.

11/27/2023

Whether it’s strengthening your passwords or treating suspicious emails with more caution, learn steps to help reduce the threat of identity theft, online scams, malware, fraud and more.

Whether it’s strengthening your passwords or treating emails from unknown senders with more caution, you can take a number of steps to reduce the threat of identity theft, online scams, malware, fraud and more.

11/17/2023

Saving for retirement? Let’s talk about strategies to help reduce your taxable income and keep more of what you’ve saved.

Smart tax planning can help you save more for retirement and keep more of what you’ve already saved. Consider these tax-efficient retirement planning strategies.

11/16/2023

Come check out our renovated website to learn more about our team and services.

The George Group can help you achieve your financial goals. Learn about Retirement, Investing, Family, Business Planning, Philanthropy, Insights and Outcomes, and Financial Wellness.

11/16/2023

As we look to close out the year on a healthy and hopeful note, let’s discuss ways to support the people you care for and the causes you value most.

As you reconnect with loved ones for the holidays, consider these impactful ways to give.

11/10/2023

On this Veterans Day, we honor the bravery and dedication of those who serve our country. We are forever grateful for your service.

10/26/2023

With costs rising every year, education has become a major investment. Treat it like one, with a clear strategy and due diligence.

A 529 plan is a great way to invest for future education costs, but there are also other options to raise the funds you need.

10/16/2023

Explore the pay, benefits and bonus structures that single family offices are using to attract and retain talent in Morgan Stanley’s latest benchmarking report. https://mgstn.ly/45C5cii

10/03/2023

Fall season means new car savings! For my Reserved clients, check out Morgan Stanley Reserved’s automobile offers from BMW, Lexus, Mercedes-Benz, Audi and more: https://mgstn.ly/3PJSIR0

09/12/2023

What financial goals do you want to achieve before year-end? Let’s talk about moves you can make this fall to help set yourself up for success.

Learn the money moves you can make this fall to set yourself up for success in 2024 and beyond. Find tips on investing, taxes, charitable giving and more.