Client login
Client login

Money Mistakes Everyone Makes [Video]

CEO of Wealth Legacy Institute, Kim Curtis, talks about the most common mistakes people are prone to make and the best ways to avoid making them.

See the full video below:

 

 

Ready to take the next step?

Let’s talk!

Explore what’s possible for you during your retirement

Fiscally Fit: How to Avoid Common Money Mistakes and Make Retirement Planning EASY

We all make mistakes when it comes to money. Have you ever spent hundreds on an item you had to have – but then never used? Have you gone through the ...

December 5, 2019

What Is the Difference Between the Broker-Dealer Standard of Conduct and the Fiduciary Oath?

When it comes to retirement planning, it can be tough to know where to start. For many of us, the subject seems overwhelming and full of unfamiliar te...

August 20, 2019

5 Things to Consider When Planning Your Perfect Retirement

Everyone has a different version of the perfect retirement. Regardless of how much money you have stashed away before entering the new chapter of life...

July 2, 2019