Newsletters “Imagine That™!“



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  https://youtu.be/sYNuvf8525cMuch has been made of the new 20% tax deduction for …
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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 …
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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 …
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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 …
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Do You Have The $400 To Cover An Emergency Expense? Why Disability Insurance Is One Of The Most Important Financial Products You Didn’t Realize You Needed

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA According to a May 25, 2016 Washington Post article, …
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The Devil is in the Details … Do you Qualify or Not?

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA  Much has been made of the new 20% tax deduction for …
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Office: (858) 569-0633
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