Newsletters “Imagine That™!“



Why 2020 Could Be THE Year To Make A Big Charitable Gift

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. The Coronavirus Aid, Relief, and Economic Security Act (CARES Act), which was passed …
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“To Roth or not to Roth? That is the question!”

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 …
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“So Dorothy, When Do We Return To Kansas?” When Does the Economy – And Life as We Know It – Return to “Normal?”

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” …
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The Top Ten Things to Know About the SECURE Act . . . (The New Federal Pension & Retirement Law)

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 …
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Six Strategies to Reduce Your Taxes in a BIG Way! After a Liquidity Event (If Same Tax Year) & at Year-End

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 …
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Eight Strategies to Quickly Eliminate Student Loan Debt

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. A long-term client recently informed me that his daughter “Paula” (name changed) graduated from …
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What’s This About A New Mandated Retirement Plan In California?

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA  Last year, we created a video series to address the Top …
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Volatility: The “New Normal” Why Traditional Investment Strategies No Longer Work Well

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 …
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Don’t Be A Victim Of Elder Fraud Abuse!

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 …
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San Diego, CA 92123
Office: (858) 569-0633
Fax: (858) 333-4942
info@wealthlegacygrp.com

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