By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA One of our clients recently had the unfortunate experience of having their identity stolen. It has been a nightmare for them to try and “unring the bell” on this experience. As well, years ago when I …
“Imagine That™!” Newsletter
By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Read an updated version of this article “Here’s Why 2021 Is The Best Year To Make A Large Charitable Contribution” The Coronavirus Aid, Relief, and Economic Security Act (CARES Act), which was passed by Congress …
Why 2020 Could Be THE Year To Make A Big Charitable Gift Read More »
By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. For years, financial and tax advisors have lectured about the wonderfulness of Roth IRAs and why you should convert traditional IRAs into Roth accounts. But, of course, you didn’t get around to it. In hindsight, maybe that was a good …
By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. We have received numerous calls and emails from clients – some in “panic mode” – over their retirement plans, investments, businesses, and job security. It is understandable and natural to have a sense of fear since we are dealing …
By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. 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 to workplace retirement plans and to expand opportunities for …
By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. 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 “fence at the top of the cliff.” That said, there …
By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc.
By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA
By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA 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 clients who have just kept their …
Volatility: The “New Normal” Why Traditional Investment Strategies No Longer Work Well Read More »
By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA 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 user; last year his computer screen …