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George B J Scott

Financial Advisor

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.

Please feel free to contact us; Join our newsletter; Ask us a question; or Request a quote.

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.

Helpful Content

Social Security: The \$64,000 Question

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

Lesser Known Provisions of the SECURE Act

Learn about clauses in the SECURE Act that affect 401Ks, students, and families.

The SECURE Act

The SECURE Act

This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.

 

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

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Saving for College

This calculator can help you estimate how much you should be saving for college.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Saving for College 101

Here’s a crash course on saving for college.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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