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Investing and Taxes [Chart]

Now that we're officially in tax season, it time to start thinking about the tax impact of the activity in your investment accounts. As you start work...

How to Budget in Three Basic Steps [Checklist]

Budgeting. No one likes to do it, yet its one of the most important factors with the success of your financial plan. As advisors, we like to think of ...

Best Financial Advisors: Wealth Legacy Institute [Award]

Wealth Legacy Institute has been ranked a Best Financial Advisor in Colorado for the third year in a row-- we are thrilled.  Learn more about Advisory...

How to Build Wealth if you have Debt [Interview]

Our CEO, Kim Curtis, spoke with Fox News in Colorado Springs about building wealth while paying off debt. Balancing retirement savings and debt repaym...

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