Ideas & Insights

8 Types of Insurance for Small Business Owners

May 18, 2018, No Comments by Kimberly L. Curtis

If you are a small business owner, insurance is something you will need to address. It can be stressful to think about the additional costs involved in getting your business up and running. However, every business owner should have a basic type of business insurance in order to safeguard your business and your livelihood.

You might feel like your cash may be better spent elsewhere, but having coverage for your business is always a good investment.

Mother Knows Best

May 10, 2018, No Comments by Kimberly L. Curtis

Mother’s Day is a celebration honoring the mother of the family, as well as motherhood and the influence of mothers in society. A recent survey done by found that 8 in 10 Americans say they learned valuable financial lessons from their moms specifically.

Kentucky Derby by the Numbers

May 03, 2018, No Comments by Kimberly L. Curtis

For the first weekend in May, we are reminded of a long standing tradition, the Kentucky Derby, the Greatest Two Minutes in Sports. Even if you have never attended, many have watched the races from home, wearing big hats, part Southern tradition, part spectacle, to experience the excitement at Churchill Downs. In celebration of the Kentucky Derby, here are “By the Numbers”:

Attend a Wedding or Buy a House?

April 26, 2018, No Comments by Kimberly L. Curtis

Our twenties is a time when attending weddings takes up many weekends. Unfortunately, attending those weddings could be costing you your future home purchase.

Sailing with the Tides [Dimensional]

April 19, 2018, No Comments by Kimberly L. Curtis

A mistake many inexperienced sailors make is not having a plan at all. They embark without a clear sense of their destination. And once they do decide, they often find themselves lost at sea in the wrong boat with inadequate provisions.

Most Common Tax Return Errors

April 16, 2018, No Comments by Kimberly L. Curtis

Filling out an accurate and complete tax return form is important. When it’s incorrect or isn’t filled out all the way, it takes longer to process and fix which can delay a refund. Here are the 8 most common mistakes tax payers make on their forms according to the IRS:

Be Aware of Tax Scams

April 05, 2018, No Comments by Kimberly L. Curtis

During tax filing season, there is an increase in tax scams that criminals use to get your valuable personal information.

No Copay Radio - Kim Curtis

March 22, 2018, No Comments by Kimberly L. Curtis

Kim Curtis, CEO of Wealth Legacy Institute was interviewed on Cruisin’ KEZW 1430 AM for No Copay Radio by legendary radio host, Murphy Huston, and Jayla Sanchez-Warren, representing Denver Regional Council on Governments (DRCOG). Curtis discussed retirement planning concerns and health care issues that exist today.

Money Mistakes Everyone Makes [Video]

March 16, 2018, No Comments by Kimberly L. Curtis

CEO of Wealth Legacy Institute, Kim Curtis, talks about the most common mistakes people are prone to make and the best ways to avoid making them.

See the full video below:

National Consumer Protection Week

March 08, 2018, No Comments by Kimberly L. Curtis

This is National Consumer Protection Week. A week dedicated to educating consumers on the protections available to them, such as identifying phishing scams, stopping unsolicited calls or preventing identity theft.

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