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What To Consider When Retiring Abroad

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 retire...

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 ...

Retiring with Separate Accounts

Many couples have separate bank accounts, with a shared or communal account to pay household needs and expenses. Both may contribute equally to the ac...

Kim Curtis & AARP - Radio Interview

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 s...

Investing and Taxes [Chart]

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 work...

Charitable Giving

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 ...

Holiday Spending Tips

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 ne...

Paycheck ABCs

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 summ...

Car Ownership

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 impor...

Labor Day Deals

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 ch...

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