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?

Kim Curtis & AARP - Radio Interview

February 08, 2018, No Comments by Arden Gehl

Kim Curtis, the CEO of Wealth Legacy Institute participated in a radio interview about the benefits of AARP and how to retire with a better sense of security.

Investing and Taxes [Chart]

February 24, 2017, No Comments by Shannon E. Johnson

Now that we're officially in tax season, it time to start thinking about the tax impact of the activity in your investment accounts. As you start working with your tax preparer, it's beneficial to understand the taxes on dividends and capital gains. 

Charitable Giving

December 08, 2016, No Comments by Shannon E. Johnson

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As we're counting down to 2017 and the year is coming to a close, you may begin to start thinking about charitable giving. Whether the holiday season is inspiring you to pause or you're thinking of year end planning, it's helpful to know some basic charitable giving information before the year-end tax deadlines. 

Holiday Spending Tips

November 30, 2016, No Comments by Kimberly L. Curtis

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So, we've made it through Thanksgiving... now onto the rest of the holiday season! The holiday music is beginning and we start to see lights on our neighbors houses. While the fun begins to build, it can also be a financially stressful time. Americans plan to spend an average of $935 on holiday gifts this year, according to the National Retail Federation...  $140 gets spent on themselves as well while shopping, bringing the whopping total to $1,075. Ouch! If you're starting to feel the stress creep in, here are three helpful spending tips for the holiday season. 

Paycheck ABCs

September 16, 2016, No Comments by Shannon E. Johnson

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Every other week you watch funds come into you account... It's payday, hooray! So, when was the last time you took a few minutes to check out the summary of information on your paycheck? Do you know what all of those letters mean? Once you know what all the abbreviations stand for, you can make sure your various elections are correct. Check it out: 

Car Ownership

September 09, 2016, No Comments by Niels A. Jepsen

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Other than real estate, buying a car may be one of the more expensive purchases you make. Seeing how the car fits into your financial plan is an important step. Before jumping into a big-expense item, it's important to assess what you prioritize and your financing options. 

Labor Day Deals

September 02, 2016, No Comments by Kimberly L. Curtis

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Ah, summer is almost over! Did that fly by or what? As school is back in session, kids are off to college, and the (dare I say it?) leaves begin to change, Labor Day weekend is our last opportunity to take in the summer time. Hopefully, you get to celebrate a long weekend with family, friends and a cook out. Another tradition around the Labor Day holiday is the DEALS. As financial advisors, it's no surprise we love a good deal. US News & World Report released information about how to get the best bang for your buck this weekend. Here are the main take-a-ways: 

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