About
Services
Resources
Blog
Contact
About
Services
Resources
Blog
Contact
Retirement Planning
featured
Financial Planning
What Is an Ethical Will? How and Why to Write a Legacy Letter for Your Loved Ones
May 25, 2023
By
Kimberly L. Curtis
ALL
basics
Financial Planning
Retirement Planning
Investing
Money / Lifestyle
Social Security
US Economy
Insurance
Taxes
WLI News and Media
+
ALL
basics
Financial Planning
Retirement Planning
Investing
Money / Lifestyle
Social Security
US Economy
Insurance
Taxes
WLI News and Media
+
Money / Lifestyle
(166)
Retirement Planning
(165)
featured
(129)
Financial Planning
(111)
Basics
(67)
Taxes
(43)
Investing
(34)
US Economy
(29)
Protection Planning
(27)
WLI News and Media
(18)
Social Security
(9)
+
ALL
Retirement Planning
featured
Financial Planning
What Is an Ethical Will? How and Why to Write a Legacy Letter for Your Loved Ones
May 25, 2023
By
Kimberly L. Curtis
What Is an Ethical Will? How and Why to Write a Legacy Letter for Your Loved Ones
The Art of Putting Underperforming Assets to Work
Travel in Retirement: Making the Most of America’s National Parks System
How to Plan for Required Minimum Distributions (RMDs) in Retirement: A Quick Guide
Qualified Charitable Distributions from an IRA: How Giving Back Can Lower Your Taxes
Prescription Drug Prices Keep Rising - How 3 New Programs Can Help You Reduce Health Care Costs
Secure 2.0: These Retirement Rule Changes Can Help You Save More
Saving for Retirement in 2023: 7 Points for a Quick Financial Checkup
Thinking About a Job Change? Ask These 5 Key Financial Questions First
End of Year Financial Checklist - Consider These 7 Tax Planning Strategies
Holiday Budgeting 101: How to Stay on Budget with Holiday Spending
How Gratitude Benefits Your Money Mindset (and Boosts Your Finances)
Dollar Cost Averaging and More – 4 Reasons to Keep Investing in a Bear Market
How to Become a Snowbird in Retirement - 7 Tips to Help You Prepare
Medicare Open Enrollment Period 2022 - What Retirees Need to Know
Federal Student Loan Forgiveness Plan: What You Need to Know
Ask a Financial Advisor: Is Now a Good Time to Buy a Car?
Ask a Financial Advisor: Is Now a Good Time to Buy I Bonds?
Teens and Summer Jobs: 5 Ways to Help Them Secure Their Financial Future
12 Travel Tips to Help You Keep Your Cool During Unprecedented Airline Staff Shortages
Investing and the Future of Crypto - Another Asset Class or Another Big Risk?
8 Biggest Retirement Mistakes to Avoid if You Want a Successful Retirement
Set Up Custodial Roth IRAs for Your Kids Now, They'll Thank You Later
How to Choose a Financial Advisor for Retirement Planning - 5 Questions to Ask
Not all Superheroes Wear Capes - How We Use Our Financial Planning Superpower to Help You Retire Better
What is Sustainable Investing and is it a Good Idea for Your Retirement Savings?
Feel Like You Paid Too Much in Taxes? Here’s How to Prepare for Next Year
Retirement Happened - Now What?
Wealth Legacy Institute Founder Kim Curtis on 11 Most Impactful Books for Life and Business
Make a Charitable Donation in 2022. It Benefits Your Mental Health, and Your Taxes
Set Yourself Up for Retirement Success - Essential Questions for Financial Planning and Goal-Setting
An Independent Wealth Management Firm that Works for You, Not Wall Street Interests
Less Is More - Why Decluttering Your Home Is the Act of Self-care You've Been Forgetting
World Cancer Day 2022 - Cancer Care Advice and Resources for Caregivers and Patients
Changes and Challenges for Tax Season 2021 - Here’s What You Need to Know
4 Reasons Your Financial Advisor Should Be a Certified Financial Planner (CFP®)
5 Retirement Plan Options for the Self-Employed
Planning Doesn’t End at Retirement - Accumulation vs. Distribution and How to Prepare Yourself for Them
How to Make Your Colorado Home More Energy Efficient (and Save More Money for Retirement)
Retirement Planning Questions to Ask Yourself This New Year’s
Top Winter Travel Destinations in the U.S. for Retirees
Sports Betting is Legal in Colorado - Should You Wager Your Retirement Savings?
Electric Vehicle (EV) Tax Credit: Biden’s Bill Could Put More Savings in your Pocket for Retirement
What to Teach Your Adult Children About Money and Finances
5 tips for holiday gifting and donations
The Great Resignation & Retirement - Your Options in the "New Normal"
5 Key Steps for Preparing to Retire in 2022
Year-end Financial Planning for Retirees - Consider These Strategic Tax Moves Before the End of 2021
7 Timeless Investment Tips for Financial Planning Month
The One Social Security Benefit for Baby Boomers the Government Doesn’t Want You to Know About
National Disability Employment Awareness Month - Keys to a Secure and Comfortable Retirement
10 Reasons to Rollover Your 401(k) into an IRA
The 4 Types of Wealth to Accumulate for a Happy Retirement
Have You Factored Your Pet into Your Estate Planning?
World Alzheimer's Day is September 21 - 10 Warning Signs of Cognitive Decline to Look Out For
Your Guide To Going Back To School In Retirement
Should You Worry About How Inflation Will Affect Your Retirement Planning?
Are Investment Trends Like Crypto and Clean Energy Good for Your Retirement Plan?
Top 10 Ways to Make New Friends in Retirement
Protect Your Retirement Savings With 7 Online Safety Tips
How to Exit a Timeshare Property Without Blowing Your Retirement Savings
Prevent Retirement Whiplash: What to do to Ensure Retirement Success
Investing a Lump Sum for Retirement - What to Do and Pitfalls to Avoid
National Family Reunion Month - Time to Discuss your Retirement Plans with Family?
Can (and Should) Couples Keep Their Finances Separate in Retirement?
Pinpoint your Passions - Opportunities for Volunteering in Retirement
Retiring with Pride – How LGBTQ Retirement Planning is Unique
How to Tell if Your Advisor is a Fiduciary (and Why it Matters)
Secrets to a Happy Retirement - What Will Enrich Your Life in Retirement and What Will Hinder it?
How to Rollover Your 401(k) When You Retire
What the Remote Work Boom Could Mean for Your Retirement
How to Use HSAs to Your Advantage in Retirement
6 Reasons to Downsize Your Home in Retirement, Plus Tips for Doing it Right
May is National Bike Month: Cycling Adventures for Retirees in Denver
The Transition From Midlife to Later Life - How Our Perspectives Change in Retirement
Top 10 Articles to Boost Your Financial Literacy For Retirement
Tax Day 2021: Should You Move to a Tax-Friendly State For Retirement?
Are Prepaid Funeral Plans a Good Idea?
New Book Release - Retirement Secrets: Keys to Retiring Happy, Healthy, & Free
How to Fight Loneliness and Connect During COVID-19 (Without Zoom)
How Biden’s New Stimulus Bill Affects Your Retirement Savings
Find Your Financial Bearings - Why You Need a Financial Plan for Retirement
Financial Freedom: How Women are Changing the World
How Grandparents Can Help Pay for College Without Spoiling Their Retirement Savings
Crossing the Bridge: Understanding the Retirement Transition
Four Key Steps to Closing the Racial Retirement Savings Gap
It’s Not About the Money: 4 Secrets to a Happy Retirement
How to Protect Your Retirement Savings from Scammers
Thinking of Retiring Abroad? Consider These Financial and Lifestyle Factors
The New Coronavirus Stimulus Bill Passed - Here’s What it Means for Your Retirement Planning
City, Beach, or Mountains: Where Do You Want to Live in Retirement?
End of Year Reflections and New Year’s Resolutions: Goal Setting for 2021
5 Conversations You Need To Have With Your Partner Before Retirement
How Rebalancing Investment Portfolios Manages Risk, Especially in Retirement
Long-Distance Caregiving: Caring for Aging Family Members During a Pandemic
45 Fun Things to Do in Retirement: Retirement Mapping for a Lifestyle You’ll Love
How Retirees Can Cultivate More Gratitude in 2021
What the COVID Economy Means For Your Retirement Investment Plan
Define Your Ideal Retirement Lifestyle with Retirement Mapping
How to Buy Your Next Vehicle Without Spoiling Your Retirement Savings
Consider Year-End Roth Conversions for Retirement Tax Savings
Working from home? You may qualify for tax savings
The Other Side of Health Care - Planning for Long Term Care Costs in Retirement
Election Results and the Markets: Why Retirees Shouldn’t Worry Who Wins in November
Denver Farmers Market Guide: Money-Saving Tips for Retirees, Plus Area Markets
Pension Plan Primer - What You Need to Know as You Approach Retirement
Retirement Relationships Part 2: Strategies for Forming New Relationships in Retirement
Are You Covered? What Retirees Need to Know About Homeowners Insurance
Retirement Relationships: The Importance of Building Social Wealth in Retirement
What Retirees Need to Know About Required Minimum Distributions
Why Retirement is the Perfect Time to Find Out Who You Really Are
Medicare Basics - What You Need to Know About Healthcare in Retirement
Retirement Investors Beware: Why Regulation “Best Interest” is Misleading at Best
Keeping it Fresh: Your Relationship and Your Food
Using the Tax Triangle to Save Money and Boost Your Retirement Plan
How to Avoid a Sedentary Lifestyle While You’re Staying Safe at Home
Summer’s Tax Day - Income Tax Filing Tips for 2020 and Beyond
7 Common Questions Retirees Ask About Social Security Benefits
A Big Picture View for Retirement: Benefits of Long-Term Financial Planning
"COVID-friendly" Summer Vacations for Denver Retirees
Protect Your Retirement Savings with an Emergency Preparedness Plan
Ready or Not: How to Know if You’re Prepared to Retire Full-Time
Make Exercise Your New Job for a Successful Retirement
Why Estate Planning is Important And How to Get Started Now
Why an Investment Process is Key to a Successful, Stress-Free Retirement
Mental Fitness - Avoid the Pitfalls of Social Isolation
Retirement Savings Boost: How To Find Lost 401(k) Money and Other Orphaned Accounts
What Is a Reverse Mortgage and Why Retirees Should Try to Avoid One
What You Need to Know About the $2 Trillion CARES Act
Life in Times of COVID-19: 7 Ways to Stay Active and Connected During Social Distancing
4 Ways Annuities are Like Bad Relationships
3 Reasons to Embrace Retirement (And Start Planning For It Now)
What will be important to me in retirement?
How Will Coronavirus Affect Your Retirement Plan?
Changing Financial Advisors: How to Make the Switch
The 2020 State of Retirement Report in Denver
How to Find Your Family's Financial Advisor
What is the Fiduciary Rule and How Will Changes Affect You in 2020?
The Denver Retiree's Guide to Financial Resolutions You Will Keep This Year
The Important Differences: Fee-Only vs. Fee-Based Financial Planners
Fiscally Fit: How to Avoid Common Money Mistakes and Make Retirement Planning EASY
How to Face Your Retirement Planning Fears
5 Ways Retirees Can Avoid A Major Spending Mistake
25 Options for Extra Income During Retirement
What Pre-Retirees Need to Know About Investing in Bitcoin and Other Cryptocurrencies
How to Pay for College Without Ruining Your Retirement Plan
Trade Tariffs Can't Spoil a Good Retirement Plan
The Early Retiree's Financial Planning Guide
Learning the Hard Way: Not All Advisors Are Created Equally
Values and Vision: A Wide Angle Lens for Personal Retirement Planning
Denver Retirement Planning Decisions: IRA vs Roth IRA vs 401K
Everything Denver Retirees Need to Know About Federal Reserve Interest Rates and Cuts
Avoid These 5 Bad Travel Habits to Save Thousands
What Is the Difference Between the Broker-Dealer Standard of Conduct and the Fiduciary Oath?
Bad Retirement Planning Advice You May Be Tempted To Follow
5 Things to Consider When Planning Your Perfect Retirement
5 Questions You Forget to Ask With DIY Retirement Planning
4 Financial Considerations for Retiring in Denver
What Are the Four Principles of Wise Long-term Wealth Management?
Fiduciary 101: How to Find Your Best-Fit Wealth Management Advisor
Making a Plan for Smooth Retirement, Regardless of Bumps in the Road
Locations in Denver Where Your Pup Can Come Too
3 Favorite National Parks Near Denver for Retirees
3 Hobbies Retirees in Denver Love to Enjoy
How to Enjoy Legal Marijuana in Colorado
5 Ways to Explore Denver’s Craft Beer Scene
5 Boredom-Relief Gigs New Retirees in Denver Should Consider
The Reason Your Fashion Choices Could Cost You a Comfortable Retirement
The Unexpected Reason Retirement Planning Will Put a Smile on Your Face
Tidying Up Your Retirement Plan: Strategies for Achieving Joy
What Are the Costs of the Government Shutdown?
Health and Wealth: Why Your Weekly Tennis Match Strengthens Your Retirement Nest Egg
7 Signs Your Retirement Lifestyle Needs a Reality Check
Retirement Planning: How to Travel Using Your IRA Funds
What To Consider When Retiring Abroad
What Affects Your Cost of Car Insurance
How to Protect Your 529 College Savings Plan From Impulse Buys
What your financial advisor won't tell you (but you should ask anyway)
What You Need to Know About Timeshares
Financial Decisions Don't Stop with Death
How to Rebuild Your Credit Score
Tips for Negotiating Your Salary
What You Need to Know About the Economic Growth, Regulatory Relief, and Consumer Protection Act
Market Volatility is More Common Than You Think
Taxpayer Rights
Tips for Helping Aging Parents with Finances
Bill Paying Tips + Tricks
How to Plan the Perfect Road Trip
8 Tips for Extension Filers
What Counts as a Qualified Expense for a 529 Plan
How to Use a 529 to Pay for K-12
How Home Equity Impacts Financial Aid
How to Vacation on a Budget
20 Top Savings Tips
Can a 529 Plan Hurt Your Financial Aid?
Is A College Degree Worth It?
Retiring with Separate Accounts
Kim Curtis Recieves Achievement Award - Elmira College
Women and Retirement
Financial Advice from Dad
Ready to take the next step?