Articles

May 2014 – Wealth Legacy Group, Inc.

“Two Out of Three Ain’t Bad” The ideal investment opportunity would have the following three attributes: tax deductible going in – tax-free growth – and no tax coming out. That would be ideal, but unfortunately, that kind of investment opportunity does not exist! Most qualified ...
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Apr 2014 – Wealth Legacy Group, Inc.

Should you change your Certificate of Deposit to an Annuity? Like so many Americans, my clients Don and Sue have bank Certificates of Deposits (CDs) maturing on April 15th. The renewal rate on their CDs will be less than 1%.  Are you in this situation ...
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Mar 2014 – Wealth Legacy Group, Inc.

How is Your Fund Manager Compensated… and Should You Care? Many of us invest in mutual funds without asking ourselves how fund managers are compensated. Is compensation based on fund performance (i.e. does the fund manager have “skin in the game”), or are they paid ...
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Feb 2014 – Wealth Legacy Group, Inc.

Philip Seymour Hoffman’s Untimely Death Reminds Us to Periodically Review our Estate Documents Oscar winning actor Philip Seymour Hoffman died unexpectedly on February 2, 2014 in his New York City apartment from an apparent heroin overdose.  He appeared in more than 50 movies in a ...
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Jan 2014 – Wealth Legacy Group, Inc.

Please join me on Wednesday, February 12th from 7-9 am for our next Business Legacy Mentoring event. The BLM program provides a venue where those who desire business mentoring can interact and be inspired by impactful members of our community. This event is being offered by The Center ...
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Dec 2013 – Wealth Legacy Group, Inc.

Dear clients, colleagues and friends, As gifts are exchanged this holiday season, I want to thank you for your ongoing gift of confidence and trust in me and my staff. We truly feel blessed to be surrounded by such wonderful clients, colleagues and friends. Our ...
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Oct 2013 – Wealth Legacy Group, Inc.

 A Better Future On Wednesday October 23rd I spent a truly inspiring evening with over one hundred members of our San Diego business community.  The Center for Wealth & Legacy™, the non-profit organization that I chair, presented its 2013 Leadership, Legacy & Inspiration Awards™. The ...
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Sep 2013 – Wealth Legacy Group, Inc.

Lessons Learned - Actor James Gandolfini’s Will This should be a wakeup call to anyone who will eventually die. (If this does not include you, I would love to hear your story!) … Actor James Gandolfini, who played Tony Soprano in the HBO series The ...
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Aug 2013 – Wealth Legacy Group, Inc.

‘Been Here Before’ (The Value of a Mentor) I would like to invite you to a very special event, but first let me share my experience… During my professional career I have had the very good fortune to have been guided by the wisdom and ...
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Jul 2013 – Wealth Legacy Group, Inc.

What Do You Think It Is Worth? Creating Business Value, Part II A couple of months ago I told you about a good friend of mine, John.  We had shared our life experiences together and built a strong bond over the years talking about our ...
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Jun 2013 – Wealth Legacy Group, Inc.

Recent terrible events and tragedies caused by record-breaking, severe weather throughout our country’s Heartland have reminded me of how important my community is to me. As I prayed about how to best help the victims in Moore, Oklahoma and other devastated areas, I realized that ...
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Apr 2013 – Wealth Legacy Group, Inc.

Good News from the IRS Deducting the Home Office Gets Simpler It’s never too early to start planning for filing your 2013 income tax. And there is some very sensible, good news if you are one of the nearly 3.4 million taxpayers who in recent years, ...
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