Newsletters

Do You Have The $400?

According to a May 25, 2016 Washington Post article, 46% of Americans said they did not have enough cash to cover a $400 emergency expense.  Instead, they would have to …
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The Devil is in the Details … Do you Qualify or Not?

Much has been made of the new 20% tax deduction for S corporations and LLCs in the Tax Cuts and Jobs Act of 2017.  The 21% tax rate given to …
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When Can Borrowing Save You Taxes?

A client we’ll call “Joe,” owns several family-style restaurants in Southern California. Joe was recently contacted by a friendly competitor. The competitor was ready to retire and wanted to quickly exit the …
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Man with a Mission

Torn apart by a bloody and bitter civil war, the country of Liberia in West Africa is recovering slowly and painfully.  Formed by freed U.S. slaves and just now emerging …
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Let’s play that popular game – “What is Janet Yellen Thinking?” – Wealth Legacy Group, Inc.

This time … it wasn’t the energy stocks as much as … wait for it … bank stocks are having their wheels fall off the cart. Huh? More in a …
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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? …
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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 …
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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 …
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Our Greater San Diego Vision

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 …
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4550 Kearny Villa Road
Suite 103
San Diego, CA 92123
Office: (858) 569-0633
Fax: (858) 333-4942
info@wealthlegacygroup.com