Ideas & Insights

Tidying Up Your Retirement Plan: Strategies for Achieving Joy

February 28, 2019, No Comments by Kimberly L. Curtis

By now, you’ve probably either read one of Marie Kondo’s books or watched her show “Tidying Up” on Netflix. Kondo’s philosophy is that a cluttered household also clutters your mind. This principle of ridding of items that no longer serve you in order to maximize happiness should also be applied to your personal retirement plan.

Retirement Planning: How to Travel Using Your IRA Funds

January 07, 2019, No Comments by Kimberly L. Curtis
  • How to strategically use your IRA Funds for Travel
  • How travel fits into your retirement planning with IRA funds

If you’ve spent years “paying yourself first” and growing your funds through a taxable investment account, you might be ready to reap the rewards of your hard work.  Many retirees use an IRA as their “fun” account and start withdrawing to fund travel and leisure.

This can be a great financial plan to help you enjoy your golden years, but as with anything financial, there is a strategy to follow to ensure you’re getting the most bang for your buck

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:

What Affects Your Cost of Car Insurance

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

If you’ve looked at your car insurance bill recently and noticed that the cost of your insurance has increased, you may be wondering what you did to cause it. We’ve compiled a list of the 13 factors that insurance companies take into account to determine how much your insurance should cost, and what you can do to lower your costs.

How to Protect Your 529 College Savings Plan From Impulse Buys

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


Education is an investment that can push you or a family member toward obtaining an advanced degree and a successful future. If you’re stashing cash away in a 529 college savings plan, it’s important to create a strategy that helps you grow your investment, meet your long-term goals and eliminate the temptation to steal from your financial future.

How can you protect your 529 college savings plan from impulse buys?

What your financial advisor won't tell you (but you should ask anyway)

December 04, 2018, No Comments by Kimberly L. Curtis

Selecting a financial advisor can be a stressful process. You want to ensure you’re well informed about your advisor’s ability and that your goals are aligned. Unfortunately, you can be left with more questions than answers when  researching financial advisors. Worse, you may not always know exactly what to ask as you evaluate your personal financial advisor.

Consider asking these six questions to your future financial advisor..

Financial Decisions Don't Stop with Death

November 15, 2018, No Comments by Lucille Rosetti

By: Lucille Rosetti (l_rosetti@thebereaved.org)

Tips for Negotiating Your Salary

October 31, 2018, No Comments by Kimberly L. Curtis

Whether it’s your first job or not, negotiating your salary is always something you should consider doing. You may feel like what you were offered doesn’t represent everything that you bring to the table or maybe you just feel like you could get a little bit more. The important thing to remember is that you won’t know what your options are if you don’t ask.

What You Need to Know About the Economic Growth, Regulatory Relief, and Consumer Protection Act

October 26, 2018, No Comments by Kimberly L. Curtis

Congress just passed the new Economic Growth, Regulatory Relief, and Consumer Protection Act of 2018 which offers some important new features for consumers. One of the most important features is the ability to freeze or unfreeze your credit report for free at all three major credit reporting bureaus, Equifax, Experian, and TransUnion.

Market Volatility is More Common Than You Think

October 18, 2018, No Comments by Kimberly L. Curtis

For those of you who closely follow the capital markets, the recent volatility may be causing some investors to worry. In the past couple of weeks, from September 30 - October 10 the US market fell 4.8%. Some investors may find it difficult to remain calm while facing a dramatic market downturn. Weathering the storm through downturns may prove more beneficial to investors than bailing when things get rough.

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