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How to Pay for College Without Ruining Your Retirement Plan

How to Pay for College Without Ruining Your Retirement Plan

Sending the kids off to college is a proud moment most parents await with anticipation. Moms and dads spend countless hours raising their kids to beco...

What Counts as a Qualified Expense for a 529 Plan

After years of saving for college in your 529 plan, the day has finally arrived that you need some of that money to start school. You have control of ...

How to Use a 529 to Pay for K-12

As of January 2018, parents can now use their 529 plans to pay for private K-12 tuition. Originally designed for college, 529 plans allow tax-free ear...

How Home Equity Impacts Financial Aid

When approaching college financial aid for the first time, it can be difficult to navigate. Many parents wonder if their home equity is a factor in th...

Can a 529 Plan Hurt Your Financial Aid?

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 wil...

Is A College Degree Worth It?

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 ...

Figuring Out Financial Aid

If you have a student in the process of applying for colleges, you understand the heavy price tags that come with many colleges. If financial aid is s...

Cost of College [Video]

Paying for college can be daunting and almost hopeless if you are doing it on your own. Kim Curtis, CEO of Wealth Legacy Institute, discusses how to p...

College Tax Credits [Comparison]

  The time for summer college tours has begun. While you're looking at which university your child will pick, don't forget to consider the different t...

How to Build Wealth if you have Debt [Interview]

Our CEO, Kim Curtis, spoke with Fox News in Colorado Springs about building wealth while paying off debt. Balancing retirement savings and debt repaym...

Medicare Enrollment

The open Medicare enrollment period begins on October 15th. This is the time to review your medicare coverage and see if you need to make any adjustme...

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