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 …

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 …

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 …

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 …

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 …

By R. J. Kelly, AEP, CAP, CEPA, ChFC, CLU, IAR, MSFS, RICP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CAA recent tax benefit to certain employers as a result of COVID is …

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CAWe’re coming up on tax time (unless you’re an early filer!) …

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 …

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 …