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Ask a Financial Advisor: Is Now a Good Time to Buy a Car?

Ask a Financial Advisor: Is Now a Good Time to Buy a Car?

One of the most common questions our financial advisory firm has been hearing lately is, "Is now a bad time to buy a car?". It’s a good question. And ...

Teens and Summer Jobs: 5 Ways to Help Them Secure Their Financial Future

By the time you read this, summer will be wrapping up. Swimsuits and camps are on the way out, giving way to homework and busy schedules. If your teen...

12 Travel Tips to Help You Keep Your Cool During Unprecedented Airline Staff Shortages

Remember when you could show up at the airport an hour before your flight? Bag drop lines were short, waltzing through security was a breeze, and you ...

Set Up Custodial Roth IRAs for Your Kids Now, They'll Thank You Later

Every parent’s goal is to see their child lead a life full of health, happiness, and financial success. While they’ll grow up and make their own choic...

How to Choose a Financial Advisor for Retirement Planning - 5 Questions to Ask

When choosing a financial advisor, finding the right fit is important⁠—especially if they’ll be offering guidance on things like saving for retirement...

Not all Superheroes Wear Capes - How We Use Our Financial Planning Superpower to Help You Retire Better

If someone asked “What is your superpower” do you know what you would say? Have you always known? How does your superpower help you in your daily life...

What is Sustainable Investing and is it a Good Idea for Your Retirement Savings?

A new way to diversify your assets, and one of the biggest trends sweeping the financial world right now, is sustainable investing. Interest in sustai...

Retirement Happened - Now What?

Retirement is a big change for most people. You’ve spent decades working and planning for it but until the day comes, retirement is just an abstract c...

Wealth Legacy Institute Founder Kim Curtis on 11 Most Impactful Books for Life and Business

This one goes to 11. In this special post, founder and CEO of Wealth Legacy Institute, Certified Financial Planner and bestselling author, Kim Curtis,...

Make a Charitable Donation in 2022. It Benefits Your Mental Health, and Your Taxes

It’s easy to feel hopeless when the world seems to be unraveling before our eyes, but instead of getting sucked into hours of negative news (aka dooms...

Set Yourself Up for Retirement Success - Essential Questions for Financial Planning and Goal-Setting

As we go through life, we’re aware of the fact that retirement is coming someday. We see retired folks walking in our communities, playing golf or vol...

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