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“Imagine That™!“



What’s This About A New Mandated Retirement Plan In California?

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA  Last year, we created a video series to address the Top …

Volatility: The “New Normal” Why Traditional Investment Strategies No Longer Work Well

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA One of the biggest concerns I hear from investment …

Don’t Be A Victim Of Elder Fraud Abuse!

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA One of our clients recently informed us that his …

Answering the “Four How Questions™” For An Ideal Retirement

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA “Sophia” (name changed) is a successful and dynamic restaurateur …

What’s Your Excuse for Not Planning Ahead?

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA My father died when I was age 18. He had created a …

The sad truth is – most will NOT be able to retire comfortably – UNLESS…

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Let me be blunt …After 35+ years’ experience working primarily with successful …

Five Money 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 There are an endless number of mistakes one can make with money …

Tax-Free Income In Retirement: Why Is It Important & How Do You Do It?

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA I recently listened to a sobering webinar by David McKnight, which inspired …

One of the Best Ways to Reduce Taxes, Receive Income and Do Good – From Something You Have Probably Never Heard Of … a “Pooled Income Fund”

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA  More than a few clients have reached out to see what …

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