Ideas & Insights

20 Top Savings Tips

July 26, 2018, No Comments by Kimberly L. Curtis

AARP just came out with their annual 99 Great Ways to Save Money. Here are Wealth Legacy Institute’s Top 20 from the article.

Can a 529 Plan Hurt Your Financial Aid?

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

Many people worry about whether a 529 Plan will impact their eligibility for financial aid. It will impact your aid, but may help you more than it will hurt. Understand the advantages of a 529 Plan and its minimal impact on financial aid.

Is A College Degree Worth It?

July 13, 2018, No Comments by Kimberly L. Curtis

As the cost of higher education continues to climb, is the cost for a degree worth it? Some of the most successful people in the world dropped out of college. The answer is tricky and it depends.

Retiring with Separate Accounts

July 06, 2018, No Comments by Kimberly L. Curtis

Many couples have separate bank accounts, with a shared or communal account to pay household needs and expenses. Both may contribute equally to the account, but still maintain individual checking and saving accounts. With a second marriage or both working outside the home, an arrangement like this is common. But when it comes to retirement, how does having separate accounts affect your retirement?

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