Newsletters
“Imagine That™!“
Control the Controllables
By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Our country has been devastated by the impact of the coronavirus in …
Giving Thanks In The Midst Of Trying Times
By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Happy Thanksgiving! Really? I have heard more than one express they cannot …
Reducing Taxes – Increasing Income – Blessing Others
By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Last year, we were hired by a lovely couple …
What Will Be COVID-19’s Impact On The U.S. Economy & Financial Markets?
By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Several clients have recently asked my thoughts about COVID-19’s …
Avoiding “Shirtsleeves To Shirtsleeves In Three Generations”
By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA A flourishing interior decorator “Donna” (name changed) recently contacted us to help …
I Already Have Group Disability Coverage … So Why Would I Need Individual Disability Insurance?
By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA I recently had the pleasure of meeting “Tina” (name changed), a high-profile …
Top 10 Ways To Prevent Identity Theft
By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA One of our clients recently had the unfortunate experience of having their …
Why 2020 Could Be THE Year To Make A Big Charitable Gift
By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Read an updated version of this article “Here’s Why 2021 Is The …
“To Roth or not to Roth? That is the question!”
By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. For years, financial and tax advisors have lectured about the wonderfulness of Roth …
4540 Kearny Villa Road
Suite 114
San Diego, CA 92123
Office: (858) 569-0633
Fax: (858) 333-4942
info@wealthlegacygrp.com
4540 Kearny Villa Road
Suite 114
San Diego, CA 92123
Office: (858) 569-0633
Fax: (858) 333-4942
info@wealthlegacygrp.com