George D. Lambert

George D. Lambert

George D. Lambert designs and presents seminars on retirement planning, pre-divorce financial planning for women and charitable giving.


He has worked as a volunteer on the planned giving committee of several not-for-profit organizations, including the Adam Walsh Foundation and Northwood University.


George earned a Bachelor of Business Administration (summa cum laude) from Northwood University in West Palm Beach, Florida. In addition, he has taken specialized courses in employment and security arbitration, expert witness testimony and pre-divorce financial planning.


He has designed training programs for financial advisors and serves on the board of directors of The Society of Certified Retirement Financial Advisors.


As a freelance writer, George has written for a variety of clients, including financial institutions, financial publishers, marketing companies and educational providers. The scope of his writing ranges from financial book reviews, to white papers and online course development and instruction.


He recently completed his second nonfiction book, "A Boomers Guide To Long-Term Care".


George has also been active in martial arts for the past 21 years. He is the senior martial arts instructor at The Martial Arts Center of Jupiter, a board member of the International Shaolin Kempo Karate Association and a member of Team USA International Martial Arts. In 2006, he represented the USA at the Pan-Caribbean International Championship in Port of Spain, Trinidad.


George lives in Jupiter, Florida with his wife, Linda, and son, Corey.

If you have questions about George's articles, please check his blog (http://e-financialwriter.blogspot.com/) before emailing him.

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  1. Are Your Bank Deposits Insured?
    Savings

    Are Your Bank Deposits Insured?

    Learn how the FDIC is helping to keep your money in your pockets.
  2. Bond Call Features: Don't Get Caught Off Guard
    Bonds & Fixed Income

    Bond Call Features: Don't Get Caught Off Guard

    Learn why early redemption occurs and how to avoid potential losses.
  3. Introduction to Margin Accounts
    Active Trading Fundamentals

    Introduction to Margin Accounts

    Find out what your broker is doing with your securities when you invest on margin.
  4. Callable CDs: Check The Fine Print
    Investing Basics

    Callable CDs: Check The Fine Print

    These offer higher returns than regular certificates of deposit, but there's a catch.
  5. Profit From Mortgage Debt With MBS
    Bonds & Fixed Income

    Profit From Mortgage Debt With MBS

    Mortgage-backed securities can offer monthly income, a fixed interest rate and even government backing.
  6. Avoiding Too Much Tax On Your Distributions
    Retirement

    Avoiding Too Much Tax On Your Distributions

    IRA assets can't be taxed twice - find out how to avoid paying the second time around.
  7. How IRA Contributions Affect Your Taxes
    Retirement

    How IRA Contributions Affect Your Taxes

    Learn how to work with the tax man to avoid getting gouged when you convert your plans.
  8. Immediate Annuities: More Income and Lower Taxes
    Retirement

    Immediate Annuities: More Income and Lower Taxes

    These instruments may shed their bad rap to bring you a hefty tax break.
  9. Will Your Home Sale Leave You With Tax Shock?
    Taxes

    Will Your Home Sale Leave You With Tax Shock?

    Learn how the newest tax laws apply to the proceeds you earn.
  10. Healthcare FSAs Increase Your Personal Savings
    Retirement

    Healthcare FSAs Increase Your Personal Savings

    This benefit could give you a return this year that puts many other investments to shame.
  11. Will A New Fund Manager Cost You?
    Mutual Funds & ETFs

    Will A New Fund Manager Cost You?

    Learn how a change in leadership could mean more taxes for you.
  12. Don't Forget Your Protective Collar
    Options & Futures

    Don't Forget Your Protective Collar

    Guard your finances in uncertain times with a protective collar strategy, which provides short-term downside protection.
  13. Are Structured Retail Products Too Good To Be True?
    Options & Futures

    Are Structured Retail Products Too Good To Be True?

    Spot a rotten investment before you get seduced by its sweet promise of profit.
  14. How To Invest In Private Equity
    Mutual Funds & ETFs

    How To Invest In Private Equity

    Private Equity might be a pricey investment, but returns are on the rise and the payoff could be big.
  15. Common IRA Rollover Mistakes
    Personal Finance

    Common IRA Rollover Mistakes

    Avoid paying excess taxes by learning some simple transfer rules.
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