Newsletters
“Imagine That™!“



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

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 …
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8 Choices That Will Add 24 Years to Your Lifespan (& Have More Fun Too!)

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CASeveral years ago, I had the great honor of interviewing Dr …
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Giving Back And Giving Forward This Thanksgiving

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CAThanksgiving is truly one of my favorite holidays. It causes most …
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A Powerful Tax-Deferral Strategy That You’ve Likely Never Heard Of!

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CAThis week, I had the great honor of being a main …
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Selling Your Business or Real Estate? How About A 40-Year Tax Deferral?

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CA In our July Newsletter, we shared what’s happening …
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6 Ways to Supercharge Your Retirement Assets

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 …
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Selling the Farm? How About a 30-Year Tax Deferral?

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, …
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Increased Estate Tax Exemption: A Use or Lose Proposition

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CAGreat news! The Federal estate tax exemption got bumped up again …
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News Alert! Do you Qualify for Deferred Income Tax Filing of Your 2022 Taxes?

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CADo you live in one of the 51 counties in California …
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4540 Kearny Villa Road
Suite 114
San Diego, CA 92123
Office: (858) 569-0633
Fax: (858) 333-4942
info@wealthlegacygrp.com

4540 Kearny Villa Road
Suite 114
San Diego, CA 92123
Office: (858) 569-0633
Fax: (858) 333-4942
info@wealthlegacygrp.com