Newsletters
“Imagine That™!“
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 …
Read More
Read More
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 …
Read More
Read More
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” …
Read More
Read More
The Tragic Death of Black Panther Star, Chadwick Boseman, Is A Reminder Of This . . .
By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Chadwick Boseman was a Hollywood actor, director, writer and producer who left …
Read More
Read More
Taxes Going Up? I’m Not Worried
By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Did you know that today’s tax rates are some of the …
Read More
Read More
Control the Controllables
By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Our country has been devastated by the impact of the coronavirus in …
Read More
Read More
Giving Thanks In The Midst Of Trying Times
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 express they cannot …
Read More
Read More
Reducing Taxes – Increasing Income – Blessing Others
By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Last year, we were hired by a lovely couple …
Read More
Read More
What Will Be COVID-19’s Impact On The U.S. Economy & Financial Markets?
By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Several clients have recently asked my thoughts about COVID-19’s …
Read More
Read More
4540 Kearny Villa Road
Suite 114
San Diego, CA 92123
Office: (858) 569-0633
Fax: (858) 333-4942
info@wealthlegacygrp.com