Articles

Paying It Forward Never Goes Out Of Style – College Savings Plan

Several weeks ago, a client asked us how he could start a college savings plan to best help a grandchild with their college expenses, which prompted this month’s Imagine That! newsletter. Whether your intentions are to help pay for an education, a wedding, a home ...
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A Lifetime of Inspiration & Legacy…. – Wealth Legacy Group, Inc.

When was the last time you got so much positive news – on the TV, internet, radio, etc. that you just threw your hands up and said, “That’s it. I just can’t take any more positive news.”  Has that happened to you recently?  Or, is ...
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Do You Know What Questions To Ask For Your “Investment Audit?” – Wealth Legacy Group, Inc.

Do You Know What Questions To Ask For Your “Investment Audit?” I recently met with a new client (let’s call him “Steve” – not his real name) to do an audit of his investments as well as the investments of his wife “Holly.”  They have ...
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Part 3 of “I CAN’T RETIRE …” – Wealth Legacy Group, Inc.

12 Pitfalls & Traps That Will Keep You From Retiring Well Welcome back to our last installment of a three-part article.  In the first and second installments, I had discussed eight pitfalls and traps that can keep you from retiring well.  Those reasons were: 1) ...
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“The Thrill is Gone” for Prince’s & B.B. King’s Heirs – Wealth Legacy Group, Inc.

We interrupt our three-part article on "The 12 Pitfalls & Traps That Will Keep You From Retiring Well" to discuss recent events in the music world in this month's Imagine That Newsletter. One of B.B. King's signature songs "The Thrill is Gone" could be the ...
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Part 2 of “I CAN’T RETIRE…” Pitfalls & Traps That Will Keep You From Retiring Well – Wealth Legacy Group, Inc.

April 2016 Newsletter Welcome back to our second installment of a three-part article.  In February, I had discussed four pitfalls and traps that can keep you from retiring well.  Those reasons were: 1) Not having a review process in place to periodically review your retirement ...
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“I CAN’T RETIRE …” Twelve Pitfalls & Traps That Will Keep You From Retiring Well – Wealth Legacy Group, Inc.

February 2016 Newsletter What is the life expectancy of an American today who is age 70?  Did you know that it is now 97.4 years of age using a blended table of male/female life expectancies?  And, in the future, we can expect to live even ...
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Does Captive Insurance Have Anything to do with Somali Pirates? – Wealth Legacy Group, Inc.

A captive insurance company is a self-insurance option that has become increasingly popular in smaller to medium-sized US businesses that are very profitable.  These “captives” historically insured workers compensation, medical malpractice and various warranties.  Recently, they have become more popular for both health insurance and ...
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Do You Need to Overstuff Yourself With Food To Celebrate Thanksgiving? – Wealth Legacy Group, Inc.

November 2015 While it seems that many people (especially the young among us) tend to drink more alcoholic beverages than usual on New Year’s Eve, it also seems to me that many people overstuff themselves with food to celebrate Thanksgiving.  It seems that each holiday ...
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Why Are A Roth IRA And “Super-Roth” So Darn Attractive?

Last week I was contacted by a client who is receiving a substantial distribution from his retirement plan account. Given the fact that he will likely retire in a tax bracket equal to or higher than his current bracket, I asked if he had considered ...
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Sep 2015 – Wealth Legacy Group, Inc.

The Inspiration Keeps on Coming On Wednesday September 16th, the Center for Wealth & Legacy™, the non-profit organization that I co-founded and chair, presented its annual Lasting Legacy and Inspiration Awards™. More than 150 people attended the event to publicly celebrate those in our community ...
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Aug 2015 – Wealth Legacy Group, Inc.

Is ESOP the Guy Who Wrote all Those Fables? Well … I guess that was Aesop, but still - is it just a “fable” that ESOPs should be considered by a business owner considering a transition or sale of his/her company? The short answer is ...
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