Ideas & Insights

The Reason Your Fashion Choices Could Cost You a Comfortable Retirement

March 14, 2019, No Comments by Kimberly L. Curtis

Retirement marks a new exciting chapter of life. One that should be filled with the things that you love and value; whether that be sampling the cuisine of a foreign country or playing board games in the garden with family.

Tidying Up Your Retirement Plan: Strategies for Achieving Joy

February 28, 2019, No Comments by Kimberly L. Curtis

By now, you’ve probably either read one of Marie Kondo’s books or watched her show “Tidying Up” on Netflix. Kondo’s philosophy is that a cluttered household also clutters your mind. This principle of ridding of items that no longer serve you in order to maximize happiness should also be applied to your personal retirement plan.

How to Plan the Perfect Road Trip

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

Planning a road trip can be a fun experience, but also stressful. Driving across country is a lot different than flying, you’re in control of where you go and where you stop along the way. So here 8 helpful tips for your stress free road trip.

How to Vacation on a Budget

August 02, 2018, No Comments by Kimberly L. Curtis

Escaping from the confines of a cubicle and having a fun-filled vacation is something most people dream about. The good news is that you can enjoy your holiday without spending exorbitant amounts of money. So how can we vacation on a budget?

6 Money New Year’s Resolution Mistakes to Avoid [Tips]

December 31, 2017, No Comments by Kimberly L. Curtis

As we start the New Year, for many it's time to make some resolutions. Although resolutions can be notoriously tricky to keep, financial resolutions are some of the hardest. Keeping track of a spending plan for the year can be an arduous process. Here are six money resolution mistakes to avoid in the New Year.

Kim Curtis on NBC - Making a Holiday Budget [Video]

November 30, 2017, No Comments by Kimberly L. Curtis

Kim Curtis, CEO of Wealth Legacy Institute, spoke on NBC about how to make and stick to a holiday budget during stressful holiday shopping!

How to Manage Your Money During the Holidays [Tips]

November 16, 2017, No Comments by Kimberly L. Curtis

What's not to love about the holidays; spending time with loved ones, holiday cheer, and participating in seasonal activities to name a few. Although many find this festive season extremely stressful with gift shopping and spending money they don’t have. Here are some tips to help you manage your money during the holiday season and avoid financial stress:

Home Buying Mistakes to Avoid [Video]

August 24, 2017, No Comments by Kimberly L. Curtis


How to Protect and Build Your Credit Score [7 Tips]

August 10, 2017, No Comments by Kimberly L. Curtis

Credit scores and how they are determined can be confusing. Your credit score is calculated by plugging the information from your credit report into a credit score formula. You may have many credit scores based on who provided the score. Bad credit can haunt you and your credit history for decades. Credit reports may affect mortgage rates, credit card approvals, apartment requests and even your job application.

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