Newsletters
“Imagine That™!“



The Tragic Death of Black Panther Star, Chadwick Boseman, Is A Reminder Of This . . .

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Chadwick Boseman was a Hollywood actor, director, writer and producer who left …
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Taxes Going Up? I’m Not Worried

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA  Did you know that today’s tax rates are some of the …
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Control the Controllables

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Our country has been devastated by the impact of the coronavirus in …
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Giving Thanks In The Midst Of Trying Times

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Happy Thanksgiving! Really? I have heard more than one express they cannot …
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Reducing Taxes – Increasing Income – Blessing Others

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Last year, we were hired by a lovely couple …
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What Will Be COVID-19’s Impact On The U.S. Economy & Financial Markets?

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Several clients have recently asked my thoughts about COVID-19’s …
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Avoiding “Shirtsleeves To Shirtsleeves In Three Generations”

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA A flourishing interior decorator “Donna” (name changed) recently contacted us to help …
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I Already Have Group Disability Coverage … So Why Would I Need Individual Disability Insurance?

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA I recently had the pleasure of meeting “Tina” (name changed), a high-profile …
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Top 10 Ways To Prevent Identity Theft

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA One of our clients recently had the unfortunate experience of having their …
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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