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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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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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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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