Newsletters




Six Strategies to Reduce Your Taxes in a BIG Way! After a Liquidity Event (If Same Tax Year) & at Year-End

At Wealth Legacy Group®, Inc., we get hired to put structures in place to reduce defer or even eliminate taxes for clients in their liquidity events . . . a …
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Eight Strategies to Quickly Eliminate Student Loan Debt

A long-term client recently informed me that his daughter “Paula” (name changed) graduated from the University of San Diego last year with a bachelor’s degree in political science. While she …
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What’s This About A New Mandated Retirement Plan In California?

Last year, we created a video series to address the Top Ten reasons why most Americans will NOT be able to retire. . . I am not suggesting the good …
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Volatility: The “New Normal” Why Traditional Investment Strategies No Longer Work Well

One of the biggest concerns I hear from investment clients is to have protection against large losses of principal. Over the last twelve months, we have picked up several new …
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Don’t Be A Victim Of Elder Fraud Abuse!

One of our clients recently informed us that his 81-year-old father, who we’ll call “Anthony” (not his real name), had been the victim of fraud. Anthony is an avid computer …
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Answering the “Four How Questions™” For An Ideal Retirement

“Sophia” (name changed) is a successful and dynamic restaurateur. She recently engaged us to create our proprietary “Critical Actions Roadmap™.” Through our planning process, we can then spot issues, and …
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What’s Your Excuse?

My father died when I was age 18. He had created a multi-million-dollar business that was, unfortunately, bankrupt within ten years after his death. While my parents had done significant …
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The sad truth is – most will NOT be able to retire comfortably – UNLESS…

Let me be blunt …After 35+ years’ experience working primarily with successful and affluent families, I am forced to conclude that most Americans will NOT be able to retire … …
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Five Money Mistakes and How to Avoid Them

The day in which everyone wants to be Irish, St. Patrick’s Day, is quickly approaching (March 17th in case you need a reminder). The leprechaun in me wishes to tell …
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4550 Kearny Villa Road
Suite 103
San Diego, CA 92123
Office: (858) 569-0633
Fax: (858) 333-4942
info@wealthlegacygrp.com