Newsletters
“Imagine That™!“
Nine Key Takeaways on the New Tax Act: SECURE Act 2.0
By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CA The “Setting Every Community Up for Retirement Enhancement …
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“We are Today What We Will Be In 5 Years, But For…” R. J.’s Contribution to Forbes Magazine
By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CA In December of 2022, Melanie Fine interviewed ten …
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12 Smart Moves for Year-End Tax Planning
By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CAOne of the well-known Christmas songs is the “12 Days of …
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Thanksgiving: The Joy of Gratitude
By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CAI love this time of year! The cooler temperatures, the beautiful …
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Can Family Wealth Last More Than Two Generations?
By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CAIn July 2020’s “Imagine That™!” we met “Donna” (named changed), an …
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Less Tax – More Income – Greater Good
By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CAIn 2019, we were hired by a lovely couple to advise …
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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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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