Ideas & Insights

Kim Curtis Recieves Achievement Award - Elmira College

June 28, 2018, No Comments by Kimberly L. Curtis


Our CEO, Kim Curtis, had the honor of accepting the 2018 Distinguished Achievement Award from Elmira College. This award recognizes alumni who have distinguished themselves and the College through making a difference in society by improving the quality of life in their local, national, and global communities, and have received recognized success and leadership in their professional and community work.

Women and Retirement

June 22, 2018, No Comments by Kimberly L. Curtis

A new study funded by the Center for Retirement Research at Boston College found that women spend less of their lives married. Looking at households from the Depression Era to Mid Baby Boomers, the study found the percentage of years women spend married has dropped from 70% to 50%. Three factors contributed to this drop.

Financial Advice from Dad

June 16, 2018, No Comments by Kimberly L. Curtis


With Father’s Day around the corner, what was your Father’s best money advice? GoBankingRates surveyed a group of 1,500 Americans to uncover what the best financial advice dad’s tend to give.

Wedding Checklist

June 07, 2018, No Comments by Kimberly L. Curtis

With all the hype surrounding the royal wedding, you may be thinking about your own wedding. You might be wondering what your dream wedding might look like, or more importantly, if your checkbook can handle it.

Missing Money & Unclaimed Assets

June 05, 2018, No Comments by Kimberly L. Curtis

You may think lost money is ridiculous, but it’s more common than you might imagine. Last year, over $3.2 billion of unclaimed property was returned to its rightful owners, yet 60% still goes unclaimed. The US government has implemented active outreach programs to reunite unclaimed property owners with their lost or forgotten assets. Is it possible that you started a savings account and then forgot about it? Or maybe haven’t cashed a dividend check you’ve received?

Subscribe to Email Updates


See More