By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CAI love this time of year! The cooler temperatures, the beautiful …
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By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CAIn July 2020’s  “Imagine That™!” we met “Donna” (named changed), an …
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By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CAIn 2019, we were hired by a lovely couple to advise …
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By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CA Recently, we were meeting with a new client who …
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By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CA  Several years ago, I received a call from an …
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By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CA  In last month’s newsletter, “The Breakdown on Bonds,” we …
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By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CA  Recently I sat down with a new prospective client …
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By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA  Happy Thanksgiving! Really? I have heard more than one person say …
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By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA  Legend has it, Delaware got its nickname “The Diamond State” from …
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