Ideas & Insights

Can a 529 Plan Hurt Your Financial Aid?

July 22, 2018, No Comments by Kimberly L. Curtis

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 will hurt. Understand the advantages of a 529 Plan and its minimal impact on financial aid.

Is A College Degree Worth It?

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

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 college. The answer is tricky and it depends.

Retiring with Separate Accounts

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

Many couples have separate bank accounts, with a shared or communal account to pay household needs and expenses. Both may contribute equally to the account, but still maintain individual checking and saving accounts. With a second marriage or both working outside the home, an arrangement like this is common. But when it comes to retirement, how does having separate accounts affect your retirement?

The Top States to Retire In

March 01, 2018, No Comments by Kimberly L. Curtis

There are a lot of factors to consider in determining where to retire. It can be exciting and overwhelming. Luckily, WalletHub compared all 50 states on 41 different qualities they felt related to “retirement-friendliness”. The analysis considered factors like affordability, health-related factors and overall quality of life.

How to Pay off Debt, While Building Wealth [Video]

November 09, 2017, No Comments by Kimberly L. Curtis

When you have a lot of debt, it can feel hopeless to think about saving money at the same time. Kim Curtis, CEO of Wealth Legacy Institute reminds us that is possible to pay off our debt while continuing to build wealth.

How to Job Transition Smoothly [Video]

November 02, 2017, No Comments by Kimberly L. Curtis

With a job transition, the stakes are high. It can be a time of immense optimism and/or enormous stress. Career moves may be common, but the skill and emotional strength required is far from typical.

Medicare and What's Not Covered

October 26, 2017, No Comments by Kimberly L. Curtis

For people on Medicare, one can easily spend an additional $5,000 a year on ongoing health and insurance costs on items not covered. Below are costs you may encounter and how to handle the payment.

Cost of College [Video]

September 28, 2017, No Comments by Kimberly L. Curtis

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 pay for college and manage your student loan debt so that you are able to enter college worry free.

Financial Tips to Prepare for a Natural Disaster [7 Tips]

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

In a natural disaster or crisis your first priority is the safety of you and your family, having your finances and critical information safe gives you one less thing to worry about during difficult times.

Home Buying Mistakes to Avoid [Video]

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

 

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