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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...

No Copay Radio - Kim 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 Jay...

Money Mistakes Everyone Makes [Video]

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 ...

Recent Market Volatility

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...

Interest Rate Hike [Video]

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

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...

Buying a Home

  Whether you're planning for retirement or just starting your financial planning, buying a home can impact your entire financial picture. Often times...

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...

Retirement Planning Stages

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

How to Pick Your Financial Advisor

Many consumers don't know where to start when trying to find a financial advisor. In celebration of the Money Secrets:Keys to Smart Investing launch o...

IRA Contributions

Last week we discussed the difference between a Traditional IRA and Roth IRA. This week, we're reminding you that there's still time to make a regular...

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