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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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Lessons Learned – Actor James Gandolfini’s Will

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA This should be a wakeup call to anyone who will eventually die …
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What Do You Think It Is Worth? (Creating Business Value Part II)

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Creating Business Value, Part II (Read Part 1 Here)A couple of months ago …
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What Do You Think It Is Worth? (Creating Business Value Part I)

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Creating Business Value, Part I Over the years I have been blessed …
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Good News from the IRS

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Deducting the Home Office Gets SimplerIt’s never too early to start planning for filing …
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I Am Not Afraid of The “Fiscal Cliff”…

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Hysteria! How many times do we need to be …
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Life happens …

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA One afternoon early in January, I received a stunning text message …Peter …
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A ‘Perfect Plan’ or a ‘Perfect Storm’?

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Bill Clooney is an 87-year old family patriarch who has planned extensively …
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