Ideas & Insights

What Affects Your Cost of Car Insurance

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

If you’ve looked at your car insurance bill recently and noticed that the cost of your insurance has increased, you may be wondering what you did to cause it. We’ve compiled a list of the 13 factors that insurance companies take into account to determine how much your insurance should cost, and what you can do to lower your costs.

How to Protect Your 529 College Savings Plan From Impulse Buys

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


Education is an investment that can push you or a family member toward obtaining an advanced degree and a successful future. If you’re stashing cash away in a 529 college savings plan, it’s important to create a strategy that helps you grow your investment, meet your long-term goals and eliminate the temptation to steal from your financial future.

How can you protect your 529 college savings plan from impulse buys?

What your financial advisor won't tell you (but you should ask anyway)

December 04, 2018, No Comments by Kimberly L. Curtis

Selecting a financial advisor can be a stressful process. You want to ensure you’re well informed about your advisor’s ability and that your goals are aligned. Unfortunately, you can be left with more questions than answers when  researching financial advisors. Worse, you may not always know exactly what to ask as you evaluate your personal financial advisor.

Consider asking these six questions to your future financial advisor..

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