Ideas & Insights

From Head in the Sand to Toes in the Sand: How to Control Your Finances for a Perfect Retirement

March 28, 2019, No Comments by Kimberly L. Curtis


Mark and Tracy were raised in working-class families that never talked about money. At ages of 63 and 56, the two college-educated software engineers were enjoying the life they had worked hard for. But even without kids, the first-generation success stories had not saved as much as they had hoped.

Tips for Helping Aging Parents with Finances

October 04, 2018, No Comments by Kimberly L. Curtis

Money can often be an uncomfortable topic, especially when you have to talk with your parents about their money. It may eventually become your job to ensure your parent’s financials are in order and you have a plan that meets their wishes. Even if your parents are capable of managing their money now, it would be helpful to discuss what happens if they become unable to do so.

20 Top Savings Tips

July 26, 2018, No Comments by Kimberly L. Curtis

AARP just came out with their annual 99 Great Ways to Save Money. Here are Wealth Legacy Institute’s Top 20 from the article.

Wedding Checklist

June 07, 2018, No Comments by Kimberly L. Curtis

With all the hype surrounding the royal wedding, you may be thinking about your own wedding. You might be wondering what your dream wedding might look like, or more importantly, if your checkbook can handle it.

Missing Money & Unclaimed Assets

June 05, 2018, No Comments by Kimberly L. Curtis

You may think lost money is ridiculous, but it’s more common than you might imagine. Last year, over $3.2 billion of unclaimed property was returned to its rightful owners, yet 60% still goes unclaimed. The US government has implemented active outreach programs to reunite unclaimed property owners with their lost or forgotten assets. Is it possible that you started a savings account and then forgot about it? Or maybe haven’t cashed a dividend check you’ve received?

How to Pay off Debt, While Building Wealth [Video]

November 09, 2017, No Comments by Kimberly L. Curtis

When you have a lot of debt, it can feel hopeless to think about saving money at the same time. Kim Curtis, CEO of Wealth Legacy Institute reminds us that is possible to pay off our debt while continuing to build wealth.

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