Curtis Wealth Management

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.

Financial Aid for Students 101 Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.

A Taxing Story: Capital Gains and Losses Understanding how capital gains are taxed may help you refine your investment strategies.

Stocks notched modest gains in August, helping investors forget a volatile month of trading, punctuated by upbeat comments by Fed officials about interest rates.

Monthly Market Insights | September 2024 Monthly Market Insights | September 2024 U.S. Markets Stocks notched modest gains in August, helping investors forget a volatile month of trading, punctuated by upbeat comments by Fed officials about interest rates. The Dow Jones Industrial Average rose 1.76 percent, while the S&P 500 Index tacked o...

You can help ensure that losing your wallet doesn't turn into something bigger.

What to Do When You Lose Your Wallet Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Could you find acres of diamonds in your own backyard? Watch this video.

Acres of Diamonds In life it often happens that the answers to our most pressing questions are right in our own backyards.

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?

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Learn the ins and outs of 529 plans before you or your student heads to college.

What Can You Buy With 529 Distributions? This article can be a helpful guide when beginning to prepare for education expenses.

Pay off debt or invest the money? Things to consider before you commit to either option.

Should I Pay Off Debt or Invest? This calculator will help determine whether you should invest funds or pay down debt.

Some simple, inexpensive energy-saving tips that may help you save money.

A Penny Saved is Two Pennies Earned Here are some simple and inexpensive energy-saving tips that may help you save money.

How literate are you when it comes to your finances? Brush up with these five basics.

The Five Basics of Financial Literacy

"The only things certain in life are death and taxes." Benjamin Franklin

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The beans brewed for your morning coffee may have changed hands many times

The Economic Journey of Your Morning Coffee Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Compound interest can dramatically impact the future growth of your assets. Learn more.

How Compound Interest Works Use this calculator to better see the potential impact of compound interest on an asset.

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.

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We all want to know, “What’s next for the financial markets?” But no one knows for sure.

Where Is the Market Headed? We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Stocks edged higher in August as investors monitored economic reports for the Fed's next move with short-term interest rates

Monthly Market Insights | August 2024 Monthly Market Insights | August 2024 U.S. Markets Stocks edged higher during a volatile month of trading as investors monitored economic reports about the Fed’s next move with short-term interest rates. The Dow Jones Industrial Average led in July, picking up 4.41 percent. The Standard & Poor’s...

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read more now.

Inflation and the Real Rate of Return Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

The Consumer Price Index has shown low inflation since '09. Are your prices rising faster?

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Mortgage lenders consider many personal factors when deciding whether you can afford a home.

How Much Home Can I Afford? With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.

A House Divided By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Even the most seasoned investors are prone to biases affecting their financial choices. Learn more in this message.

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How many credit cards do you have?

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Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here:

Ways to Supplement Your Medicare Coverage There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

Could your portfolio benefit from a zero-coupon bond?

The ABCs of Zero Coupon Bonds Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

If you thought that payouts from life insurance are tax-free in all cases, think again.

When Life Insurance Becomes Taxable Life insurance proceeds are generally tax-free. But not in all cases.

Buying a home may be your largest financial commitment. Which loan is best for your situation?

Fixed or Variable Mortgage, Which Should You Pick? When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

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Low car lease payments look great, but do you really save money in the end?

Should I Buy or Lease an Auto? This calculator compares the financial impact of leasing versus buying an automobile.

is designed to protect you from financial loss, but filing a claim may cost you more in the long run.

A Home Insurance Claim: To File Or Not To File Learn when it may not make sense to file a claim on your home insurance.

The stock market rallied in Q2 around AI and hopes that the Fed will manage interest rates with inflation trending lower.

Quarterly Market Insights | Q2 2024 Quarterly Market Insights | Q2 2024 U.S. Markets Following a rocky start, stocks finished the second quarter higher as investors remained optimistic the Fed will manage interest rates with inflation trending lower. For the quarter, the Standard & Poor’s 500 Index rose 3.92 percent, and the Nasdaq ...