Ideas & Insights

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.

The Top States to Retire In

March 01, 2018, No Comments by Kimberly L. Curtis

There are a lot of factors to consider in determining where to retire. It can be exciting and overwhelming. Luckily, WalletHub compared all 50 states on 41 different qualities they felt related to “retirement-friendliness”. The analysis considered factors like affordability, health-related factors and overall quality of life.

Figuring Out Financial Aid

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

If you have a student in the process of applying for colleges, you understand the heavy price tags that come with many colleges. If financial aid is something you are considering, we have compiled a list of facts that will be important to know.

Olympics by the Numbers

February 15, 2018, No Comments by Kimberly L. Curtis

The 23rd Winter Olympics kicked off last week in Pyeongchang, South Korea. As we follow the Olympics coverage, it’s always interesting to see the important numbers that help make the world games a reality.

Recent Market Volatility

February 11, 2018, No Comments by Kimberly L. Curtis

After a period of relative calm in the markets, in recent days the increase in volatility in the stock market has resulted in renewed anxiety for many investors.

Kim Curtis & AARP - Radio Interview

February 08, 2018, No Comments by Arden Gehl

Kim Curtis, the CEO of Wealth Legacy Institute participated in a radio interview about the benefits of AARP and how to retire with a better sense of security.

Why Workers Are Retiring Later Than Ever Before

February 01, 2018, No Comments by Kimberly L. Curtis

According to new research by the Center for Retirement Research at Boston College, US households are claiming their Social Security much later than they did ten years ago. In 1995-1999 over 50% of eligible 62-year-olds claimed Social Security as soon as they could. Ten years later, less than one third did.

Why You & Your Spouse Should Consider Retiring Separately

January 27, 2018, No Comments by Kimberly L. Curtis

You will spend over 50% of your life working. Which is why we get anxious when retirement finally comes around, excited to finally start living on our terms. You may be looking forward to the extra time with your family and spouse. While retiring at the same time as your spouse may seem appealing, it’s important to consider what makes the most sense financially and emotionally.

To Bit or Not to Bit: What Should Investors Make of Bitcoin?

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

Cryptocurrencies such as bitcoin emerged only in the past decade. Unlike traditional money, no paper notes or metal coins are involved. No central bank issues the currency, and no regulator or nation state stands behind it.

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