Newsletters
“Imagine That™!“
Avoiding “Shirtsleeves To Shirtsleeves In Three Generations”
By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA A flourishing interior decorator “Donna” (name changed) recently contacted us to help …
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I Already Have Group Disability Coverage … So Why Would I Need Individual Disability Insurance?
By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA I recently had the pleasure of meeting “Tina” (name changed), a high-profile …
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Top 10 Ways To Prevent Identity Theft
By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA One of our clients recently had the unfortunate experience of having their …
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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. | San Diego, CA The Coronavirus Aid, Relief, and Economic Security Act (CARES Act), which was …
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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 …
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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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