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

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...

Less Is More - Why Decluttering Your Home Is the Act of Self-care You've Been Forgetting

When COVID-19 began sweeping around the world and entire countries went into lockdown, we wrote about sudden new challenges like staying active and re...

World Cancer Day 2022 - Cancer Care Advice and Resources for Caregivers and Patients

Did you observe World Cancer Day last week? Held every February 4th, World Cancer Day is a global initiative led by the Union for International Cancer...

Changes and Challenges for Tax Season 2021 - Here’s What You Need to Know

Tax season is never fun. Between the lingering economic impact of COVID-19, and the changes that come along with a new administration in the White Hou...

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