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The sad truth is – most will NOT be able to retire comfortably – UNLESS…

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Let me be blunt …After 35+ years’ experience working primarily with successful …
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Five Money Mistakes and How to Avoid Them

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA The day in which everyone wants to be Irish, St. Patrick’s Day, …
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Tax-Free Income In Retirement: Why Is It Important & How Do You Do It?

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA I recently listened to a sobering webinar by David McKnight, which inspired …
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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 …
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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 …
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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 …
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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 …
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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 …
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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 …
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Suite 114
San Diego, CA 92123
Office: (858) 569-0633
Fax: (858) 333-4942
info@wealthlegacygrp.com

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