George B J Scott
Independent Financial Advisor; Since 1987
Hello and Welcome!
Although this site is primarily built for our clients we encourage you to take a virtual tour of our pages.
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GBJ Scott Financial provides analysis, planning, portfolio implementation and monitoring for retirees and pre-retirees; those seeking retirement. As primarily a fee based financial services firm we specialize in helping above average people achieve a financially independent retirement.
Our services are designed to assist our clients over their life time. We help provide increased probability and likelihood for reaching and maintaining a financially independent retirement.
Thank you for stopping by; click on the ABOUT US tab up above to get a deeper feel for who we are.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Lesser Known Provisions of the SECURE Act
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
The SECURE Act
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Learn when it may not make sense to file a claim on your home insurance.
Here are six flags that may make your tax return prime for an IRS audit.
Purchasing homeowners insurance is critical for protecting your home.
It sounds simple, but paying yourself first can really pay off.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Tips to avoid checking in luggage on your next vacation.
This calculator can help you estimate how much you should be saving for college.
Estimate your monthly and annual income from various IRA types.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your capital gains tax.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Even low inflation rates can pose a threat to investment returns.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Here’s a crash course on saving for college.
Investors seeking world investments can choose between global and international funds. What's the difference?