Newsletters
“Imagine That™!“
Finance, Faith, and the Spirit of Giving
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 …
“We’ve Always Wanted This!” The Real Estate Investment Clients Are Excited About
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 …
Protecting Your Money In Turbulent Times
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 …
Did You Know That Estate Taxes (Federal Death Taxes) Are Optional?
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 …
How Long Does IRS Have To Audit My Tax Returns?
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 …
Special IRS Audit Rules For The Employee Retention Credit (ERC)
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 …
How About An Interest-Free Loan From IRS To Buy Investment-Grade Real Estate?
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!) …
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 …
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 …
4540 Kearny Villa Road
Suite 114
San Diego, CA 92123
Office: (858) 569-0633
Fax: (858) 333-4942
info@wealthlegacygrp.com
Useful Links
4540 Kearny Villa Road
Suite 114
San Diego, CA 92123
Office: (858) 569-0633
Fax: (858) 333-4942
info@wealthlegacygrp.com