“Imagine That™!” Newsletter

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CA As we’ve been moving through all of our quarterly meetings this year, one of the questions clients (and friends) have been asking is, “What do you think is going to happen this year?” 2023 did …

What Can We Expect From the Economy In The New Year? Read More »

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CA Thanksgiving is truly one of my favorite holidays. It causes most of us to reflect upon the many things there are to give thanks for, despite the “stuff” that can be discouraging if we let …

Giving Back And Giving Forward This Thanksgiving Read More »

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CA How much interest or compounding will you earn in the year before you retire? That is, what will be the amount of compounding you will see in your assets the year before you retire?  Back …

6 Ways to Supercharge Your Retirement Assets Read More »

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CA  After speaking for a conference several years ago, a fellow advisor came up and asked me about a client of his selling a $40 million farm. Doug (name changed for privacy reasons) then went on …

Selling the Farm? How About a 30-Year Tax Deferral? Read More »

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CA Great news! The Federal estate tax exemption got bumped up again. Yay! The what? The Federal Estate Tax exemption … you know, the tax they hit you with when you die if you’ve been successful? …

Increased Estate Tax Exemption: A Use or Lose Proposition Read More »