Newsletters
“Imagine That™!“
Leveraged Life Insurance for a Tax-Savvy Retirement
By R. J. Kelly, AEP, CAP, CEPA, ChFC, CLU, MSFS, RICP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CA Mike sold his practice last year at 58 with the goal …
Your Family Bank: Where Financial Wisdom Meetings Family Values
By R. J. Kelly, AEP, CAP, CEPA, ChFC, CLU, MSFS, RICP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CAWe have lovely clients, we’re going to call the McAllisters. (Not their …
Direct Indexing: A Smarter, More Sophisticated, Tax-Efficient Strategy
By R. J. Kelly, AEP, CAP, CEPA, ChFC, CLU, IAR, MSFS, RICP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CAWith tax season upon us, one of our clients, whom we’ll …
More Than Money: Creating Generational Legacy
By R. J. Kelly, AEP, CAP, CEPA, ChFC, CLU, IAR, MSFS, RICP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CAA friend of mine grew up in Hawaii (and yes, before …
Finance, Faith, and the Spirit of Giving
By R. J. Kelly, AEP, CAP, CEPA, ChFC, CLU, IAR, MSFS, RICP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CADecember is a time of giving—both to loved ones and to …
“We’ve Always Wanted This!” The Real Estate Investment Clients Are Excited About
By R. J. Kelly, AEP, CAP, CEPA, ChFC, CLU, IAR, MSFS, RICP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CAI just bet you have heard the following sometime in the …
Protecting Your Money In Turbulent Times
By R. J. Kelly, AEP, CAP, CEPA, ChFC, CLU, IAR, MSFS, RICP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CAWe are working with a lovely couple who really, really want …
Did You Know That Estate Taxes (Federal Death Taxes) Are Optional?
By R. J. Kelly, AEP, CAP, CEPA, ChFC, CLU, IAR, MSFS, RICP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CASeveral months ago, a wonderful friend called out of concern for …
How Long Does IRS Have To Audit My Tax Returns?
By R. J. Kelly, AEP, CAP, CEPA, ChFC, CLU, IAR, MSFS, RICP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CAIn doing an annual review with clients recently, they asked, “R …
4540 Kearny Villa Road
Suite 114
San Diego, CA 92123
Office: (858) 569-0633
Fax: (858) 333-4942
info@wealthlegacygrp.com
Useful Links
4540 Kearny Villa Road
Suite 114
San Diego, CA 92123
Office: (858) 569-0633
Fax: (858) 333-4942
info@wealthlegacygrp.com