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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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Trying to Time the Market for Commercial Real Estate Is a Bad Idea. What Works Better Instead?

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA  Did you know that trying to time the commercial real estate …
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Are You “PO’d” That You Don’t Know What A PEO Is?

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA  Fifteen years ago, I was asked to consider hiring a PEO …
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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 …
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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 …
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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 recently had the …
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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 …
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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, …
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