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 …
Read More
Read More
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 …
Read More
Read More
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 … …
Read More
Read More
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 …
Read More
Read More
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 …
Read More
Read More
“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 …
Read More
Read More
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 …
Read More
Read More
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? …
Read More
Read More
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 …
Read More
Read More
