What is the life expectancy of an American today who is age 70?  Did you know that it is now 97.4 years of age using a blended table of male/female …
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I recently met with a new client (let’s call him “Steve” – not his real name) to do an audit of his investments as well as the investments of his …
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Several weeks ago, a client asked us how he could start a college savings plan to best help a grandchild with their college expenses, which prompted this month’s “Imagine That™”! newsletter.Whether your …
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Gobble, gobble. Thanksgiving is a core American holiday where many get to spend quality time with their friends, family and loved ones, maybe watch some football on T.V., enjoy a …
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Statistically, it is three to six times more likely that your income will stop because of being too sick or hurt to work than being too dead to work. And …
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Fifteen years ago, I was asked to consider hiring a PEO for Wealth Legacy Group®, Inc. “A what?” I replied. “A PEO,” I was told again by my friend. “What …
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As many of you know, philanthropy is a significant focus of my life’s work. My goal is to facilitate, directly or indirectly, $1 billion to charity. In August 2012, we …
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Over the years, I have had many clients complain about the complexity of setting up and maintaining a retirement plan at work, whether it’s a 401(k), 403(b), 457, or some …
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I co-host The Wealth Building Hour radio show.  I recently had the pleasure of interviewing two guests, Ken Rose, Esq. and Jack Landers, who addressed employment law issues and the …
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