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Making a Plan for Smooth Retirement, Regardless of Bumps in the Road
May 14, 2019
By
Kimberly L. Curtis
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basics
Financial Planning
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Taxes
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WLI News and Media
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Wealth Management
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What Are the Four Principles of Wise Long-term Wealth Management?
June 20, 2019
By
Kimberly L. Curtis
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]
Trumps 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
Kim Curtis Harvard Speech [Video]
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
Retirement Planning Stages
6 Tips to Living with Volatility
Top Tweets of the Week
Tax Tips for Newlyweds
Independence Day
Retirement Confidence Survey
Identity Theft Prevention
Tax Credits for Summer Camp
Medicare Changes
National Small Business Week
How to Pick Your Financial Advisor
Money Secrets Signing and Lectures
Top Tweets of the Week
Health Care and Your Taxes
Top Tweets of the Week
Happy April Fools' Day!
IRA Contributions
Top Tweets of the Week
Retirement: IRA or Roth IRA?
Business Expense Tax Deductions
Top Tweets of the Week
Standard or Itemized Tax Deductions?
Top Tweets of the Week
National Consumer Protection Week
Top Tweets of the Week
Elmira Lecture and Book Signing
Social Security Taxation
Top Tweets of the Week
Capital Gains and Losses
Top Tweets of the Week
5 Reasons Not to Own a Vacation Property
Navigating the Health Insurance Marketplace
Top Tweets of the Week
Tax Help on Social Media
IRS Tax Tips
Top Tweets of the Week
Super Bowl Sunday
Saving for College
Top Tweets of the Week
Tax Filing Tips
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Education Funding
Top Tweets of the Week
Who's Doing Your Taxes?
Money Resolutions
Season's Greetings
Tax Provisions Extended
Top Tweets of the Week
Money Mindset
Taxes & Charitable Gifts
Top Tweets of the Week
College Costs
Top Tweets of the Week
Retirement Withdrawals
Charitable Giving
Long-Term Care Insurance
Top Tweets of the Week
Health Care Open Enrollment
Veterans Day
Top Tweets of the Week
Election Day
Tax Tips
Top Tweets of the Week
Retirement Readiness
Medicare
Top Tweets of the Week
Financial Planning Days
Tax Relief
Top Tweets of the Week
Cyber Security Month
401(k) and Retirement
Top Tweets of the Week
Who Has Health Insurance?
Money Secrets for Kids
Top Tweets of the Week
College Rate of Return
How to Spot an IRS Phone Scam
Life Insurance Awareness Month
Top Tweets of the Week
Personal Finance Blind Spots
Top Tweets of the Week
5 Stats You Didn't know about Charitable Giving
Education Options for Grandparents
Money Map for Kids
Top Tweets of the Week
College Planning
Top Tweets of the Week
Estate Planning Tips
Top Tweets of the Week
College Costs and Calculators
Opposite Appeals on Obamacare
Top Tweets of the Week
Mind Tricks to Save Money
Top Tweets of the Week
Introducing... Money Secrets!
My Splitboard Sabbatical
Top Tweets of the Week
The World Cup Budget
Top Tweets of the Week
Money as Art
I Prefer Black over Orange
Guest Blog: Budgeting... A Teenage Perspective Part II
Would you Hire your Children?
Financial Advice for Freshmen
BrightScope and Financial Planning Advice
Mom's Financial Freedom Lessons
Personal Finance: An Honest Approach
Finding Financial Confidence through Financial Planning
Three Steps to Teach Your Children Financial Responsibility
Four Reasons Why the Certified Financial Planner (CFP®) Designation Matters
Health Care Coverage and Your Retirement
Guest Blog: Budgeting...A Teenage Perspective
5 Essential Steps to Negotiate with Confidence in 2014!
Thanksgiving: What's your Legacy?
How Wealth Legacy Institute Workshops Applies to My Life
How To Prepare For College
Family Money Compass
Beauty over Bounty?
Summer Reading for College Students
Food for Thought
Teacher for a Day
The Retirement Gamble
Financial Literacy Month
What is the Sequester?
Cupid's Arrow
Goals That Score and Those That Won't
My Secret Life Hanging Out in Fiscal Cliffs
Ready to take the next step?
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