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“Imagine That™!“



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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Does Captive Insurance Have Anything to do with Somali Pirates?

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA A captive insurance company is a self-insurance option that …
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“The Thrill is Gone” for Prince’s & B.B. King’s Heirs

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA We interrupt our three-part article on “The 12 Pitfalls & Traps That …
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12 Pitfalls & Traps That Will Keep You From Retiring Well

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA What is the life expectancy of an American today …
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Do You Know What Questions To Ask For Your “Investment Audit?”

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA I recently met with a new client (let’s call him “Steve” – …
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Paying It Forward Never Goes Out Of Style – College Savings Plan

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Several weeks ago, a client asked us how he …
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Is Giving Thanks Once A Year Enough?

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Gobble, gobble. Thanksgiving is a core American holiday where …
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Do I Need Disability Insurance?

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Statistically, it is three to six times more likely that your income …
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Suite 114
San Diego, CA 92123
Office: (858) 569-0633
Fax: (858) 333-4942
info@wealthlegacygrp.com

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