When Investment Choice Matters; Not all Self Directed IRA’s Are Equal
As a real estate investor today, a Self-Directed IRA can be a good choice if you start with the end in mind. Begin by deciding what type of assets you wish to invest in and then select a Self-Directed...
View ArticleFederal Reserve is Winding Financial Bailout/Rescue Package Down
Today, just two (2) years after a financial meltdown threatened the United States and the world, with the collapse of Bear Stearns and Lehman Bros., and Fannie Mae and Freddie Mac heading down under as...
View ArticleSan Diego Food Bank Event Provides Perspective
On June 23, 2010 the Center for Wealth & Legacy organized it’s annual trip to the San Diego Food Bank to provide an opportunity to give back to those in need in our communities. We often go about...
View ArticleHappy Valentines Day
The team at The Center for Wealth & Legacy would like to wish each of you a very Happy Valentines Day.
View ArticleMoney Management for Teenagers!
Finally, a money management and budgeting class for teenagers! This is truly an educational financial managmenet program whose time has come. I've seen way too many young adults, as well as mature...
View ArticleInspiration Awards Ceremony to be Held October 26, 2011
The Center for Wealth & Legacy announced that its next semi-annual Inspiration Awards™ will be held on October 26, 2011. Click here to read the news release.
View ArticleIt’s Your Move
I read the following advice this morning in an email I received from personal coach, Kit Grant. I think it is what separates real leaders at every level from all others. "If a man is to move the world,...
View Article2012 Inspiration Awards Ceremony Announced
FOR IMMEDIATE RELEASE Media Contact:Lydia Monchaklydia@wealthlegacygrp.com(619) 749-8529 THE CENTER FOR WEALTH & LEGACY WILL HOST A DYNAMIC EVENT APRIL 25THTO ANNOUNCE WINNERS OF THE 2012...
View ArticleTime to Update Your Retirement and Estate Plan!
Guilty As Charged! Are you guilty? You know who you are. Come on, admit it. I'm guilty - I admit it. Those of us who actually take the time and commit the resources to putting our retirement and...
View ArticleBREAKING NEWS: Brent Bonine Joins Exeter 1031 Exchange Services, LLC
Brent Bonine Joins The Exeter Group of Companies William L. Exeter announced today that Brent Bonine has joined The Exeter Group of Companies, which includes Exeter 1031 Exchange Services, LLC, Exeter...
View ArticleDelaware Statutory Trusts or DSTs Are The New Investment Rave
Delaware Statutory Trusts A Delaware Statutory Trust, or DST as they are often called, is a separate legal entity created essentially like a business trust under the state of Delaware statutes....
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