Client login
Client login

Retirement Happened - Now What?

Retirement Happened - Now What?

Retirement is a big change for most people. You’ve spent decades working and planning for it but until the day comes, retirement is just an abstract c...

Wealth Legacy Institute Founder Kim Curtis on 11 Most Impactful Books for Life and Business

This one goes to 11. In this special post, founder and CEO of Wealth Legacy Institute, Certified Financial Planner and bestselling author, Kim Curtis,...

Make a Charitable Donation in 2022. It Benefits Your Mental Health, and Your Taxes

It’s easy to feel hopeless when the world seems to be unraveling before our eyes, but instead of getting sucked into hours of negative news (aka dooms...

Set Yourself Up for Retirement Success - Essential Questions for Financial Planning and Goal-Setting

As we go through life, we’re aware of the fact that retirement is coming someday. We see retired folks walking in our communities, playing golf or vol...

An Independent Wealth Management Firm that Works for You, Not Wall Street Interests

How well do you really know your financial planner? They’re handling your finances and plans for one of the most important phases of your life—retirem...

Less Is More - Why Decluttering Your Home Is the Act of Self-care You've Been Forgetting

When COVID-19 began sweeping around the world and entire countries went into lockdown, we wrote about sudden new challenges like staying active and re...

World Cancer Day 2022 - Cancer Care Advice and Resources for Caregivers and Patients

Did you observe World Cancer Day last week? Held every February 4th, World Cancer Day is a global initiative led by the Union for International Cancer...

Changes and Challenges for Tax Season 2021 - Here’s What You Need to Know

Tax season is never fun. Between the lingering economic impact of COVID-19, and the changes that come along with a new administration in the White Hou...

4 Reasons Your Financial Advisor Should Be a Certified Financial Planner (CFP®)

 

5 Retirement Plan Options for the Self-Employed

You’ve probably heard about the Great Reassessment. Millions of workers are leaving their jobs every month, searching for better opportunities or more...

Planning Doesn’t End at Retirement - Accumulation vs. Distribution and How to Prepare Yourself for Them

For most of us, the idea of preparing for retirement centers around saving. You work hard to save and build up the value of your investment portfolios...

Ready to take the next step?

Let’s talk!