Client login
Client login

     

    +

     

    +

    The New Coronavirus Stimulus Bill Passed - Here’s What it Means for Your Retirement Planning

    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

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

    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

    Wedding Checklist

    Missing Money & Unclaimed Assets

    8 Types of Insurance for Small Business Owners

    Mother Knows Best

    Kentucky Derby by the Numbers

    Attend a Wedding or Buy a House?

    Sailing with the Tides [Dimensional]

    Most Common Tax Return Errors

    Be Aware of Tax Scams

    No Copay Radio - Kim Curtis

    Money Mistakes Everyone Makes [Video]

    National Consumer Protection Week

    The Top States to Retire In

    Figuring Out Financial Aid

    Olympics by the Numbers

    Recent Market Volatility

    Kim Curtis & AARP - Radio Interview

    Why Workers Are Retiring Later Than Ever Before

    Why You & Your Spouse Should Consider Retiring Separately

    To Bit or Not to Bit: What Should Investors Make of Bitcoin?

    12 Calendar Money Habits

    6 Money New Year’s Resolution Mistakes to Avoid [Tips]

    IRS Tax Tips- Renting Your Vacation Home [Video]

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

    How to Manage Your Money During the Holidays [Tips]

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

    How to Job Transition Smoothly [Video]

    Medicare and What's Not Covered

    Shopping Deals in October [Tips]

    How to Be Prepared to Enroll in Medicare [5 Tips]

    Trump's Tax Plan and How It Would Affect You [Video]

    Cost of College [Video]

    What has Equifax Done Since Cyberattack? Nothing Good!

    Equifax Data Breach - What You Need To Do Now

    Financial Tips to Prepare for a Natural Disaster [7 Tips]

    Home Buying Mistakes to Avoid [Video]

    How to Protect Against Identity Theft [7 Tips]

    How to Protect and Build Your Credit Score [7 Tips]

    Marriage Money [Video]

    College Tax Credits [Comparison]

    Retirement Confidence [Stats]

    Young Adulthood Census [Report]

    Mother's Day Savings [4 Tips]

    Caring for an Aging Parent [Video]

    Mortgage Options [Infographic]

    Retirement Planning- IRA Contributions [Chart]

    Interest Rate Hike [Video]

    Job Transition [Checklist]

    Financial Spring Cleaning [Infographic]

    Investing and Taxes [Chart]

    How to Budget in Three Basic Steps [Checklist]

    Best Financial Advisors: Wealth Legacy Institute [Award]

    How to Build Wealth if you have Debt [Interview]

    Buying a Home

    Charitable Giving

    Holiday Spending Tips

    Halloween

    Medicare Enrollment

    Currency Conversations

    Paycheck ABCs

    Car Ownership

    Labor Day Deals

    Life Insurance Needs

    Federal Student Loans

    Olympic Sized Spending

    Approaching Retirement?

    Student Aid Regulations

    Ready to Retire?

    Mother's Day

    Financial Spring Cleaning

    401(k) Rollovers

    IBPA Benjamin Franklin Award Finalist

    St. Patrick's Day

    Retirement Distributions

    Identity Theft Recovery

    Medicare ABC(&D)s

    Voted Top Wealth Advisor in Colorado

    IRS.gov & Your Tax Returns

    Kim Curtis on MoneyLife Podcast

    Kim Curtis on Fox31 News Discussing Interest Rate Hike

    3 Ways to Give Back for Thanksgiving

    College Costs

    Halloween Spending

    Spousal Money Conversations

    Tax Credits and Deductions

    Generational Finance

    Tax Effects of Divorce or Separation

    Student Loan Interest Rates

    Ready to take the next step?

    Let’s talk!
    Wealth legacy Institute Logo

    Sign Up for Updates from Wealth Legacy Institute

    © 2020 | All Rights Reserved