Newsletters
“Imagine That™!“
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 …
“So Dorothy, When Do We Return To Kansas?” When Does the Economy – And Life as We Know It – Return to “Normal?”
By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. We have received numerous calls and emails from clients – some in “panic mode” …
The Top Ten Things to Know About the SECURE Act . . . (The New Federal Pension & Retirement Law)
By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc.On December 20, 2019, President Donald Trump signed into law the Setting Every Community Up …
Six Strategies to Reduce Your Taxes in a BIG Way! After a Liquidity Event (If Same Tax Year) & at Year-End
By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc.At Wealth Legacy Group®, Inc., we get hired to put structures in place to reduce defer …
Eight Strategies to Quickly Eliminate Student Loan Debt
By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. A long-term client recently informed me that his daughter “Paula” (name changed) graduated from …
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