Ideas & Insights

What Are the Costs of the Government Shutdown?

February 13, 2019, 1 Comment by Kimberly L. Curtis

The longest government shutdown in U.S. history ended after 35 days on January 25, 2019. A temporary appropriations bill extended funding for shuttered federal agencies to February 15, 2019, while a bipartisan committee negotiates a new spending bill for the Department of Homeland Security.1

What your financial advisor won't tell you (but you should ask anyway)

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

Selecting a financial advisor can be a stressful process. You want to ensure you’re well informed about your advisor’s ability and that your goals are aligned. Unfortunately, you can be left with more questions than answers when  researching financial advisors. Worse, you may not always know exactly what to ask as you evaluate your personal financial advisor.

Consider asking these six questions to your future financial advisor..

What You Need to Know About the Economic Growth, Regulatory Relief, and Consumer Protection Act

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

Congress just passed the new Economic Growth, Regulatory Relief, and Consumer Protection Act of 2018 which offers some important new features for consumers. One of the most important features is the ability to freeze or unfreeze your credit report for free at all three major credit reporting bureaus, Equifax, Experian, and TransUnion.

Kim Curtis on NBC - Making a Holiday Budget [Video]

November 30, 2017, No Comments by Kimberly L. Curtis

Kim Curtis, CEO of Wealth Legacy Institute, spoke on NBC about how to make and stick to a holiday budget during stressful holiday shopping!

Trumps Tax Plan and How It Would Affect You [Video]

October 08, 2017, No Comments by Kimberly L. Curtis

President Donald Trump has promised that his tax reform plan, the first significant tax code overhaul in 30 years, will reduce taxes for middle class and corporations. Watch Wealth Legacy Institute’s CEO, Kim Curtis on FOX Denver, discuss its potential impact.

What has Equifax Done Since Cyberattack? Nothing Good!

September 21, 2017, No Comments by Kimberly L. Curtis

Credit-reporting giant Equifax, that recently reported hackers gained access to the personal information of 143 million consumers, has done nothing good since the announcement:

Equifax Data Breach - What You Need To Do Now

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

Much of the headlines are ignoring the recent data breach at Equifax, one of the three major credit reporting agencies, announcing that 143 million American consumers personal information was exposed from mid-May through July.

Charitable Giving

December 08, 2016, No Comments by Shannon E. Johnson

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As we're counting down to 2017 and the year is coming to a close, you may begin to start thinking about charitable giving. Whether the holiday season is inspiring you to pause or you're thinking of year end planning, it's helpful to know some basic charitable giving information before the year-end tax deadlines. 

Holiday Spending Tips

November 30, 2016, No Comments by Kimberly L. Curtis

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So, we've made it through Thanksgiving... now onto the rest of the holiday season! The holiday music is beginning and we start to see lights on our neighbors houses. While the fun begins to build, it can also be a financially stressful time. Americans plan to spend an average of $935 on holiday gifts this year, according to the National Retail Federation...  $140 gets spent on themselves as well while shopping, bringing the whopping total to $1,075. Ouch! If you're starting to feel the stress creep in, here are three helpful spending tips for the holiday season. 

Halloween

October 27, 2016, No Comments by Shannon E. Johnson

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Halloween is right around the corner! If  candy sticker shock is hitting you hard, here are a few fun ways to cut down the costs for the holiday: 

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