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Month: January 2016

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Earlier this month, I asked a client if he wold like to earn a higher interest rate while still having liquidity after he complained about the paltry earnings on his corporate cash management account. He needed …

Would You Like To Earn a Higher Interest Rate While Still Having Liquidity? Read More »

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