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“Imagine That™!“



Tax-Free Growth With Liquidity – Creditor Protection & So Much More!

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CA Recently, we were meeting with a new client who …
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There’s More Than Meets The IRA

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CA  Several years ago, I received a call from an …
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Think Outside the Bond

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CA  In last month’s newsletter, “The Breakdown on Bonds,” we …
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The Breakdown on Bonds

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CA  Recently I sat down with a new prospective client …
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Thanksgiving: What Would You Have Tomorrow If . . .

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA  Happy Thanksgiving! Really? I have heard more than one person say …
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“The ABCs of DSTs!” (Delaware Statutory Trusts)

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA  Legend has it, Delaware got its nickname “The Diamond State” from …
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Here’s Why 2021 Is The Best Year To …

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Are there organizations out there doing great things to …
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Is A QTIP Useful For More Than Earwax? (You’ll Be Surprised!)

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Say the word “Q-tips®” and the first thought most will have is …
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It May Be “Home Sweet Home,” But Your Home’s Title Is “Tax Ugly!” Titling Your Community Property Home For Tax Efficiency – What You Need To Know & Do

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA During our proprietary “Critical Actions Roadmap™ – Discovery Meeting” …
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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

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