George D. Lambert

George D. Lambert

  • • 30+ years in the financial services industry, 20+ as a financial writer and editor
  • • Former FINRA securities arbitrator
  • • Former Certified Financial Planner and Certified Divorce Financial Analyst



George has a wide range of financial planning, investment, and insurance experience and can take complex topics and present them in basic, easy-to-understand terms. He works with financial institutions, financial advisors, insurance agents, newsletter publishers, book publishers and financial marketing firms.


George received his Bachelors of Business Administration from Northwood University.

Quote from George

"I have been in the financial services industry since 1986. So I’ve lived through several market and geopolitical cycles. Those experiences have taught me that there is more to creating wealth than investing … You also have to adapt to changes to income tax and estate laws, changes to your health, and changes to your personal situation. I get tremendous satisfaction when I address one of those topics and receive an email from a reader thanking me for bringing up something that mainstream media has ignored."

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  1. FA Profession

    How to Protect Your Assets from a Lawsuit or Creditors

    Learn how to protect your assets from lawsuits, creditors and other judicial proceedings, and what laws may already protect ...
  2. Retirement Savings

    Immediate Annuities: More Income and Lower Taxes

    Immediate annuities may shed their bad rap to bring you a hefty tax break.
  3. Retirement Savings

    Deciphering Deferred Annuity Designations

    Tax-deferred annuities can be complex. Discover situations that arise when an owner or annuitant dies and how to reduce the ...
  4. Small Business

    Is an ESOP Right for Your Business?

    Discover how to transfer your company's net worth to the next generation of entrepreneurs while providing an attractive benefit ...
  5. Banking

    Are Your Bank Deposits Insured?

    Learn how the FDIC is helping to keep your money in your pockets.
  6. Retirement Savings

    Break Out Of Annuity Prison

    Annuities offer security but also lock up your cash. The secondary market could be your key to escape.
  7. Retirement Savings

    Update Your Variable Annuity With Section 1035

    Thanks to a special tax code clause, you can surrender a variable annuity without paying income tax.
  8. FA Profession

    Find Your Niche Market

    Determine which clients suit you and build your financial-advice practice around them.
  9. High Net Worth Strategy

    Declining An Inheritance

    Inheriting assets isn't always a good thing. Here's what to do if you want to disclaim them.
  10. Bonds / Fixed Income

    Callable CDs: Read the Fine Print Before Investing

    Learn about callable certificates of deposit (CDs) and how they offer higher yield returns than regular certificates of deposit, ...
  11. Life Insurance

    A Look at Single-Premium Life Insurance

    Want to provide for your dependents and finance your own long-term care with one policy? Consider single-premium life insurance.
  12. Managing Wealth

    An Introduction to Reverse Convertible Notes (RCNs)

    When stocks are stagnant and fixed-income yields are crumbling, RCNs can benefit investors.
  13. Retirement Savings

    How IRA Contributions Affect Your Taxes

    Learn how to work with the tax man to avoid getting gouged when you convert your plans.
  14. Mutual Funds

    Using Mutual Funds to Profit From Market Dips

    Stop hoping for the indexes to go up and start investing in mutual funds that do well in dips.
  15. Mutual Funds

    Is Your Mutual Fund Safe?

    You might be carrying more risk than you think if your fund invests in derivatives.
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