Newsletters
“Imagine That™!“



Can You Really Put Your Money Where Your Heart Is?

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA What if I told you that paying capital gains taxes – estate …
Read More

Cash Balance Plan

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. Dr. Timothy Maxwell has been in practice for over 25 years. He’s in his …
Read More

“Unsticking The Stuck!” (How to Resolve Business Conflict)

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc.Our clients, Tom and Edna, own a heating and air conditioning company started by Tom’s …
Read More

The Difference Between Success and Failure… (Why Have a Board of Directors)

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. My good friend, colleague, and attorney, Anne, had a client who needed to create …
Read More

“Golden Handcuffs” Are Not XXX Rated!

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. Tom Rogers is a business owner in the Construction industry. He relies on …
Read More

On the horns of a dilemma…

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc.Case Facts:Henrietta Mater is a cheery 95 year old widow with no living heirs – …
Read More

Don’t Let This Happen To Your Family… (How To Divide the Assets Between the Children?)

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc.Mary and John (ages 65 and 64) are having a conversation about their estate …
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