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“Imagine That™!“



Six Strategies to Reduce Your Taxes in a BIG Way! After a Liquidity Event (If Same Tax Year) & at Year-End

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc.At Wealth Legacy Group®, Inc., we get hired to put structures in place to reduce defer …
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Eight Strategies to Quickly Eliminate Student Loan Debt

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. A long-term client recently informed me that his daughter “Paula” (name changed) graduated from …
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What’s This About A New Mandated Retirement Plan In California?

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA  Last year, we created a video series to address the Top …
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Volatility: The “New Normal” Why Traditional Investment Strategies No Longer Work Well

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA One of the biggest concerns I hear from investment …
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Don’t Be A Victim Of Elder Fraud Abuse!

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA One of our clients recently informed us that his …
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Answering the “Four How Questions™” For An Ideal Retirement

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA “Sophia” (name changed) is a successful and dynamic restaurateur …
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What’s Your Excuse for Not Planning Ahead?

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA My father died when I was age 18. He had created a …
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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 There are an endless number of mistakes one can make with money …
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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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