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 ...

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...

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 ...

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...

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

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...

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 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...

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

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...

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...