By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. We have received numerous calls and emails from clients – some in “panic mode” …
Read More

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc.On December 20, 2019, President Donald Trump signed into law the Setting Every Community Up …
Read More

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 …
Read More

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 …
Read More

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 …
Read More

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 …
Read More

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 …
Read More

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 …
Read More

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 …
Read More