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, CEO of Wealth Legacy Institute was interviewed on Cruisin’ KEZW 1430 AM for No Copay Radio by legendary radio host, Murphy Huston, and Jayla Sanchez-Warren, representing Denver Regional Council on Governments (DRCOG). Curtis discussed retirement planning concerns and health care issues that exist today.
Our CEO, Kim Curtis, discusses the impact of interest rates on Fox 31 Denver. Check it out!
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.
Whether you're planning for retirement or just starting your financial planning, buying a home can impact your entire financial picture. Often times, families and individuals purchase in the summer--However, if you're trying to score a deal, winters can be a buyers market. Before taking the mortgage plunge, consider the following home-buying checklist.
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:
Your financial plan will be reliant upon many factors: income, family composition, assets & liabilities, goals and ultimately, your life stage.
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