Ideas & Insights

How to Be Prepared to Enroll in Medicare [5 Tips]

October 12, 2017, No Comments by Kimberly L. Curtis

With Medicare Open Enrollment beginning October 15, 2017, are you ready? Below are steps you can take to find the best plan for you.

Trumps Tax Plan and How It Would Affect You [Video]

October 08, 2017, No Comments by Kimberly L. Curtis

President Donald Trump has promised that his tax reform plan, the first significant tax code overhaul in 30 years, will reduce taxes for middle class and corporations. Watch Wealth Legacy Institute’s CEO, Kim Curtis on FOX Denver, discuss its potential impact.

Cost of College [Video]

September 28, 2017, No Comments by Kimberly L. Curtis

Paying for college can be daunting and almost hopeless if you are doing it on your own. Kim Curtis, CEO of Wealth Legacy Institute, discusses how to pay for college and manage your student loan debt so that you are able to enter college worry free.

What has Equifax Done Since Cyberattack? Nothing Good!

September 21, 2017, No Comments by Kimberly L. Curtis

Credit-reporting giant Equifax, that recently reported hackers gained access to the personal information of 143 million consumers, has done nothing good since the announcement:

Equifax Data Breach - What You Need To Do Now

September 09, 2017, No Comments by Kimberly L. Curtis

Much of the headlines are ignoring the recent data breach at Equifax, one of the three major credit reporting agencies, announcing that 143 million American consumers personal information was exposed from mid-May through July.

Kim Curtis Harvard Speech [Video]

September 07, 2017, No Comments by Arden Gehl

Our CEO, Kim Curtis, was invited to speak at the Business Expert Forum to 120 top international business leaders at Harvard Faculty Club sponsored by the Entrepreneurial Club of Harvard Business School. Some countries represented were Bulgaria, Switzerland, United Kingdom, New Zealand and Mexico.

Financial Tips to Prepare for a Natural Disaster [7 Tips]

August 31, 2017, No Comments by Kimberly L. Curtis

In a natural disaster or crisis your first priority is the safety of you and your family, having your finances and critical information safe gives you one less thing to worry about during difficult times.

Home Buying Mistakes to Avoid [Video]

August 24, 2017, No Comments by Kimberly L. Curtis


How to Protect Against Identity Theft [7 Tips]

August 18, 2017, No Comments by Kimberly L. Curtis

In our digital age, it’s a lot easier to get someone's personal information and also easier to use it. Identity theft is a serious crime, which happens when someone uses information about you without your permission. You are responsible for what the thief does while using your information. The thief could be buying things with your credit card, applying for new credit, and stealing your tax refund. All of which could disrupt your financial plan.

How to Protect and Build Your Credit Score [7 Tips]

August 10, 2017, No Comments by Kimberly L. Curtis

Credit scores and how they are determined can be confusing. Your credit score is calculated by plugging the information from your credit report into a credit score formula. You may have many credit scores based on who provided the score. Bad credit can haunt you and your credit history for decades. Credit reports may affect mortgage rates, credit card approvals, apartment requests and even your job application.

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