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“Imagine That™!“



How Much Can I Withdraw From My Retirement Account(s) & Not Run Out of Money?

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CA It seems I am hearing more and more …
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Where, Oh Where, Can I Find More After-Tax Income?

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CA Imagine for a moment that you could invest …
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What are Your Goals for 2023 – Financial & More?

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CA Happy 2023! Just for fun, let me test …
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Nine Key Takeaways on the New Tax Act: SECURE Act 2.0

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CA The “Setting Every Community Up for Retirement Enhancement …
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“We are Today What We Will Be In 5 Years, But For…” R. J.’s Contribution to Forbes Magazine

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CA In December of 2022, Melanie Fine interviewed ten …
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12 Smart Moves for Year-End Tax Planning

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CAOne of the well-known Christmas songs is the “12 Days of …
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Thanksgiving: The Joy of Gratitude

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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Can Family Wealth Last More Than Two Generations?

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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Less Tax – More Income – Greater Good

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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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