Ideas & Insights

Investing and Taxes [Chart]

February 24, 2017, No Comments by Shannon E. Johnson

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 working with your tax preparer, it's beneficial to understand the taxes on dividends and capital gains. 

How to Budget in Three Basic Steps [Checklist]

February 16, 2017, No Comments by Niels A. Jepsen

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 it as a spending plan--- feels less painful.  

Best Financial Advisors: Wealth Legacy Institute [Award]

February 09, 2017, No Comments by Kimberly L. Curtis

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 HQ here. Our review is listed below:

How to Build Wealth if you have Debt [Interview]

February 03, 2017, No Comments by Shannon E. Johnson

Our CEO, Kim Curtis, spoke with Fox News in Colorado Springs about building wealth while paying off debt. Balancing retirement savings and debt repayment can be a challenging part of financial planning. With her financial planning advice, you can begin your journey to creating wealth in a manageable way. 


The main takeaways? Understand your debt, set SMART goals, create a spending plan and pay yourself first. If you can master these key areas, you'll be on your way to having a healthy financial plan. 

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