Newsletters “Imagine That™!“



The Business “Prenuptial” and Avoiding the Manure

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Last week I was visiting with prospective clients who own a national …
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Why Review Your Estate Documents?

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA When was the last time you reviewed your estate documents?  If it has …
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The Impact of a Single Life (The Story of Louis “Louie” Zamperini)

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA During this holiday season, I would like to share the moving story …
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Do They Celebrate Thanksgiving in Liberia?

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA We were at church with a dear friend from …
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“Two Out of Three Ain’t Bad” (What Does the Ideal Investment Opportunity Look Like)

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA The ideal investment opportunity would have the following three attributes: tax deductible …
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Should you change your Certificate of Deposit to an Annuity?

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Like so many Americans, my clients Don and Sue have bank Certificates …
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How is Your Fund Manager Compensated… and Should You Care?

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Many of us invest in mutual funds without asking ourselves how fund …
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Philip Seymour Hoffman’s Untimely Death Reminds Us to Periodically Review our Estate Documents

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Oscar winning actor Philip Seymour Hoffman died unexpectedly on February 2, 2014 …
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Why Are A Roth IRA And “Super-Roth” So Darn Attractive?

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Last week I was contacted by a client who …
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