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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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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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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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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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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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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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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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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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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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