Newsletters “Imagine That™!“



Achieving Quantum Impact: Doing Well While Doing Good

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA As many of you know, philanthropy is a significant focus of my …
Read More

A “SIMPLE” IRA Might Be Just the Cure For the “Retirement Plan Complexity Blues”

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Over the years, I have had many clients complain about the complexity …
Read More

Six Ways To Protect Your Business Against Employment Lawsuits

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA I co-host The Wealth Building Hour radio show. I …
Read More

The 10 Worst Financial Mistakes … And How to Avoid Them

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA I recently had dinner with a client who is the CEO of …
Read More

Is Compound Interest the Most Powerful Force in the Investment Universe?

Is Compound Interest the Most Powerful Force in the Investment Universe? By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Recently, …
Read More

Please Forward My Mail to Costa Rica!

Please Forward My Mail to Costa Rica! By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Clients of …
Read More

Would You Like To Earn a Higher Interest Rate While Still Having Liquidity?

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Earlier this month, I asked a client if he wold like to …
Read More

Is ESOP the Guy Who Wrote all Those Fables? (Why Should You Consider Using an ESOP)

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Well … I guess that was Aesop, but still – is it …
Read More

So What If the Heart Attack Comes Up Short?

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA  Just last week, I received an urgent call from a client …
Read More

4540 Kearny Villa Road
Suite 114
San Diego, CA 92123
Office: (858) 569-0633
Fax: (858) 333-4942
info@wealthlegacygrp.com

Scroll to Top