Newsletters
“Imagine That™!“



One of the Best Ways to Reduce Taxes, Receive Income and Do Good – From Something You Have Probably Never Heard Of … a “Pooled Income Fund”

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA  More than a few clients have reached out to see what …
Read More

Thanksgiving Celebration Ideas for the Office

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA A mentor, Ken Blanchard, once challenged me with this …
Read More

Get “Downside Protection” to Avoid Being “Spooked” by the Stock Market

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA With October 31st soon approaching, we thought a Halloween-themed title for our …
Read More

The Tenth Annual Inspiration Awards™ Was Our Best Yet! (September 2018)

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA  Were you able to attend the Tenth Annual Lasting Legacy & Inspiration …
Read More

One of the Best Ways to Cut Your Tax Bill with the Private Placement Life Insurance!

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA A co-owner of a beverage company, “Olivia,” recently sought my help in …
Read More

The Least Understood Aspect of the New Tax Act and Why It Matters!

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA 
has been made of the new 20% tax deduction for …
Read More

Does Your Investment Portfolio Have Shock Absorbers?

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Did you know 2017 was the calmest year for the financial markets …
Read More

Why Do You Need Long-Term Care Insurance… I Wish I Had Known About This For My Own Mom

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA I adored my mom. She was blind in one …
Read More

Just When You Thought It Was Safe To Get Back Into The Water!

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Last year, U.S. stocks marched steadily higher with only …
Read More

4540 Kearny Villa Road
Suite 114
San Diego, CA 92123
Office: (858) 569-0633
Fax: (858) 333-4942
info@wealthlegacygrp.com

Scroll to Top