Ideas & Insights

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.

12 Calendar Money Habits

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

Every New Year is an opportunity to start fresh. Here are 12 steps you can take throughout the year to help ensure a prosperous year.

6 Money New Year’s Resolution Mistakes to Avoid [Tips]

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

As we start the New Year, for many it's time to make some resolutions. Although resolutions can be notoriously tricky to keep, financial resolutions are some of the hardest. Keeping track of a spending plan for the year can be an arduous process. Here are six money resolution mistakes to avoid in the New Year.

IRS Tax Tips- Renting Your Vacation Home [Video]

December 14, 2017, No Comments by Kimberly L. Curtis

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