Newsletters “Imagine That™!“

12 Pitfalls & Traps That Will Keep You From Retiring Well

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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Do You Know What Questions To Ask For Your “Investment Audit?”

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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Paying It Forward Never Goes Out Of Style – College Savings Plan

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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Is Giving Thanks Once A Year Enough? (November 2016)

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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Do I Need Disability Insurance?

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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Are You “PO’d” That You Don’t Know What A PEO Is?

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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Achieving Quantum Impact: Doing Well While Doing Good

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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A “SIMPLE” IRA Might Be Just the Cure For the “Retirement Plan Complexity Blues”

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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Six Ways To Protect Your Business Against Employment Lawsuits

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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