Newsletters
“Imagine That™!“
Top Business & Personal Tax Deductions That You May Be Missing
By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CAI had a client email me the other day trying to …
IRS Audit Alert: Watch For These Red Flags!
By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CA There’s been a great deal of publicity over …
How Much Can I Withdraw From My Retirement Account(s) & Not Run Out of Money?
By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CA It seems I am hearing more and more …
Where, Oh Where, Can I Find More After-Tax Income?
By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CA Imagine for a moment that you could invest …
What are Your Goals for 2023 – Financial & More?
By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CA Happy 2023! Just for fun, let me test …
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 …
“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 …
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 …
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 …
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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4540 Kearny Villa Road
Suite 114
San Diego, CA 92123
Office: (858) 569-0633
Fax: (858) 333-4942
info@wealthlegacygrp.com