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May 2011 – Wealth Legacy Group, Inc. Finding Fulfillment in Helping Our Community Imagine if you had to tell your child to drink another glass of water because there just wasn’t any food to eat? Have you ever been hungry for one hour? One day? Join me, my friends, family and business associates on Wednesday, June 15thfor …

May 2011 – Wealth Legacy Group, Inc.Read More »

The Difference Between Success and Failure… My good friend, colleague, and attorney, Anne, had a client who needed to create a Board of Directors for his growing company. Anne and her client understood that most companies realize greater success by creating a Board. However, Anne’s experience in this area was limited. She contacted me for advice. …

Jul 2011 – Wealth Legacy Group, Inc.Read More »

CASH BALANCE PLAN Dr. Timothy Maxwell has been in practice for over 25 years. He’s in his early 60’s and starting to give thought to what his retirement is going to be like. He’s looking forward to the ‘golden years’, but like all of us he’s worried about paying for them. In fact, after losing …

Sep 2011 – Wealth Legacy Group, Inc.Read More »

Connected, Challenged & Inspired Are you using your 4 T’s to make a difference in our community and our world?  Some special people are…The Center for Wealth & Legacy is a non-profit organization, with a mission to enhance our communities and create a positive social impact. The vision of The Center is to be the …

Oct 2011 – Wealth Legacy Group, Inc.Read More »

Greetings, I am pleased to announce Wealth Legacy Group’s participation in Our Greater San Diego Vision, an unprecedented effort to plan for the future of the greater San Diego region. You might wonder why this is so important, so take a quick look at what’s at stake: The region is projected to grow by 1.3 million …

Nov 2011 – Wealth Legacy Group, Inc.Read More »

Can You Really Put Your Money Where Your Heart Is? What if I told you that paying capital gains taxes – estate taxes – and to some extent even income taxes … is voluntary? What if I told you that you could sell appreciated capital assets like real estate, stocks/bonds/mutual funds, even exotic animals (that’s …

Dec 2011 – Wealth Legacy Group, Inc.Read More »

Serious Decisions On Sunny Days Are you worried about the possibility of being the target of a frivolous lawsuit? Are you concerned about passing assets to your children, but then seeing half their inheritance walk away in the hands of an ex-spouse? Or, do you think about the issues facing your heirs in receiving too …

Feb 2012 – Wealth Legacy Group, Inc.Read More »

The Center for Wealth & Legacy presents Leadership & Legacy Seminar and “Inspiration Awards™” I hope you saved the date and will be joining me on Wednesday, April 25th at 5:30pm I am humbled and inspired by the stories of our award winners and nominees, individuals who have improved our community through their vision and …

Mar 2012 – Wealth Legacy Group, Inc.Read More »

Doing Well by Doing Good Integrating Philanthropic Tools Into Your Lifestyle and Livelihood On Wednesday morning, May 9th, Tri-City Hospital foundation will be hosting a program for financial and estate professionals at the beautiful Tri-City Wellness Center in Carlsbad. My co-speaker Dawn Hall Cunneen and I will address issues associated with philanthropic planning, including: Why people give …

Apr 2012 – Wealth Legacy Group, Inc.Read More »

Making a Positive Impact in Our Community And Our World The World’s Children, Men & Women – Lives at Stake “Water…every 20 seconds a child dies in the world from drinking unsafe water. – hold that thought for a moment, count off 20 seconds, a child just died. How can we each not take action …

May 2012 – Wealth Legacy Group, Inc.Read More »