Ideas & Insights

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.

Kim Curtis Speaks at Harvard [Speech]

August 04, 2017, No Comments by Arden Gehl

We are thrilled to announce our CEO, Kim Curtis, had the opportunity to speak at Harvard University last week and received the ‘Financial Innovator Award’ for her work in integrating quantitative and qualitative elements into financial planning through the use of Humanigraphix™.

Marriage Money [Video]

July 27, 2017, No Comments by Kimberly L. Curtis



Americans have a lot of stress around money, and that easily filters into relationships. In a SunTrust Bank survey, 47% of responders said they and their spouse have different spending habits. And, 35% said that money is the leading cause of stress in their relationship.

College Tax Credits [Comparison]

June 15, 2017, No Comments by Kimberly L. Curtis


The time for summer college tours has begun. While you're looking at which university your child will pick, don't forget to consider the different tax benefits available for funding. Our chart below explores the different options. Any extra bit helps! 

Retirement Confidence [Stats]

June 01, 2017, No Comments by Shannon E. Johnson

The Employee Benefit Research Institute completes an annual study about retirement confidence among workers. The findings for the 27th annual Retirement Confidence Survey have been released for this year. Check out the stats below: 

Young Adulthood Census [Report]

May 25, 2017, No Comments by Kimberly L. Curtis

The U.S Census Bureau has released a report showing the changes in young adulthood over the last forty years. The study reviews the changes from 1975-2016. Very interesting insight about the evolution of American milestones and finances. 

Mother's Day Savings [4 Tips]

May 11, 2017, No Comments by Shannon E. Johnson

No one wants to feel stingy when it comes to their mom-- a small token of gratitude for parenting is the least we can do, right? That being said, the duty of these holidays can impact your monthly budget unexpectedly. Here are four options to show your Mom you care without breaking the bank: 

Caring for an Aging Parent [Video]

April 19, 2017, No Comments by Kimberly L. Curtis

10 million adults are helping provide care for their aging parents. If you're one of them, watch this video to learn tips on how to help! 

Mortgage Options [Infographic]

March 31, 2017, No Comments by Shannon E. Johnson

The housing market is starting to heat up--summer is right around the corner. If you're on the lookout for a new home, it's helpful to understand different mortgage options available. Interest rates, monthly payments and home equity will all have an impact on your financial plan. Read through our infographic for an easy breakdown of options. 

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