Newsletters




The Top Ten Things to Know About the SECURE Act . . . (The New Federal Pension & Retirement Law)

On December 20, 2019, President Donald Trump signed into law the Setting Every Community Up for Retirement Enhancement (SECURE) Act. The goals of the new legislation are to increase access …
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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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