Newsletters “Imagine That™!“



When Can Borrowing Save You Taxes? (Securities-Backed Line of Credit Explained)

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA A client we’ll call “Joe,” owns several family-style restaurants in Southern California. Joe …
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Man with a Mission

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA  Torn apart by a bloody and bitter civil war, the country …
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Let’s play that popular game – “What is Janet Yellen Thinking?”

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA This time … it wasn’t the energy stocks as much as … …
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Once There Was A King

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Once there was a king of a fair and …
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How Can I Eliminate Capital Gains Taxes on the Sale of My Business? – Fore! It’s Right Down The Fairway

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA How Can I Eliminate Capital Gains Taxes on the Sale of My …
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“You Had Me At ‘Capital Gains Taxes Are Optional”

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA I recently received a call from a long-time client who is selling …
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Are You Successfully Preparing Your Heirs for Wealth?

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA I was recently contacted by a successful restaurateur. He …
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Using a Family Council to Prepare Your Heirs

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Are you properly preparing your heirs for their inheritance? …
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Will You Outlive Your Retirement Income?

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA  How long do you expect to live? When I ask people …
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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

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