Ideas & Insights

What To Consider When Retiring Abroad

December 20, 2018, No Comments by Kimberly L. Curtis

When thinking about retirement, where you plan to live is a big factor. There’s a lot to consider when picking the place you want to live after retirement. Depending on your lifestyle, you may consider living abroad. Retiree’s who are interested in living abroad have a lot more factors to take into account, such as healthcare, transportation and language. Here are some important issues to think about before you make the move abroad:

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.

How to Be Prepared to Enroll in Medicare [5 Tips]

October 12, 2017, No Comments by Kimberly L. Curtis

With Medicare Open Enrollment beginning October 15, 2017, are you ready? Below are steps you can take to find the best plan for you.

Medicare ABC(&D)s

February 18, 2016, No Comments by Kimberly L. Curtis


As many of our clients reach retirement, they begin to have questions around Medicare coverage. Since the costs associated with health care are a large factor in a financial plan, it becomes increasingly important to understand the details around Medicare coverage the closer to the big "retirement date." Here is a basic breakdown of Medicare: Parts A,B,C and D. 

Health Care Open Enrollment

November 13, 2014, No Comments by Kimberly L. Curtis


Beginning November 15, 2014, open enrollment will be available in state-based and federal Health Insurance Exchanges and Small Business Health Options Programs (SHOPs).


October 14, 2014, No Comments by Shannon E. Johnson


Health care coverage is an essential part of your financial plan. The risks associated with being uninsured could be catastrophic to a financial future. Medicare is just one health care option for a certain group of individuals.  

Who Has Health Insurance?

September 25, 2014, No Comments by Niels A. Jepsen


Health care costs are extremely important to take into consideration with your financial plan. As the baby boomer population is aging, these factors are becoming a higher priority in each family. Making sure the coverage you have will be sufficient as you age is essential in a successful financial plan and ultimately, retirement.

Three Steps to Teach Your Children Financial Responsibility

April 11, 2014, No Comments by Shannon E. Johnson

T.S. Eliot may have thought, “April is the cruelest month,” but here at Wealth Legacy Institute we’re excited to celebrate Financial Literacy Awareness Month!

Four Reasons Why the Certified Financial Planner (CFP®) Designation Matters

April 03, 2014, No Comments by Shannon E. Johnson


When can I retire?  How much will I need saved?  What will be the tax impact of living off my retirement savings?  How can I reduce my portfolio risk?  Will my Social Security benefit be impacted by retirement distributions? Do I have the right investment allocation for my comfort level of risk?

Health Care Coverage and Your Retirement

March 27, 2014, No Comments by Shannon E. Johnson


The magic date: March 31, 2014.

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