Client login
Client login

     

    +

     

    +

    Saving for Retirement in 2023: 7 Points for a Quick Financial Checkup

    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

    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?

    Ready to take the next step?

    Let’s talk!
    Wealth legacy Institute Logo

    Sign Up for Updates from Wealth Legacy Institute

    © 2022 | All Rights Reserved