Client login
Client login

Kim Curtis on NBC - Making a Holiday Budget [Video]

Kim Curtis on NBC - Making a Holiday Budget [Video]

Kim Curtis, CEO of Wealth Legacy Institute, spoke on NBC about how to make and stick to a holiday budget during stressful holiday shopping!

How to Manage Your Money During the Holidays [Tips]

What's not to love about the holidays; spending time with loved ones, holiday cheer, and participating in seasonal activities to name a few. Although ...

How to Pay off Debt, While Building Wealth [Video]

When you have a lot of debt, it can feel hopeless to think about saving money at the same time. Kim Curtis, CEO of Wealth Legacy Institute reminds us ...

How to Job Transition Smoothly [Video]

With a job transition, the stakes are high. It can be a time of immense optimism and/or enormous stress. Career moves may be common, but the skill and...

Ready to take the next step?

Let’s talk!

Explore what’s possible for you during your retirement