Ideas & Insights

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?

No Copay Radio - Kim Curtis

March 22, 2018, No Comments by Kimberly L. Curtis

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.

Money Mistakes Everyone Makes [Video]

March 16, 2018, No Comments by Kimberly L. Curtis

CEO of Wealth Legacy Institute, Kim Curtis, talks about the most common mistakes people are prone to make and the best ways to avoid making them.

See the full video below:

Recent Market Volatility

February 11, 2018, No Comments by Kimberly L. Curtis

After a period of relative calm in the markets, in recent days the increase in volatility in the stock market has resulted in renewed anxiety for many investors.

Interest Rate Hike [Video]

March 17, 2017, No Comments by Niels A. Jepsen

Our CEO, Kim Curtis, discusses the impact of interest rates on Fox 31 Denver. Check it out! 

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. 

Buying a Home

December 16, 2016, No Comments by Niels A. Jepsen


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. 

Paycheck ABCs

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


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: 

Retirement Planning Stages

August 11, 2015, No Comments by Shannon E. Johnson


Your financial plan will be reliant upon many factors: income, family composition, assets & liabilities, goals and ultimately, your life stage. 

Top Tweets of the Week

July 10, 2015, No Comments by Niels A. Jepsen

Top tweets of the week, catch up on all of your news needs!

Subscribe to Email Updates


See More