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Kimberly L. Curtis

Kim Curtis is a nationally recognized wealth management advisor and speaker. As President and CEO of Wealth Legacy Institute, her groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor’s Choice award. This model is the cornerstone of her firm’s holistic and highly successful approach to integrated wealth management, The Planning for LIFE Experience™.

Posts by Kimberly L. Curtis

Retirement Relationships Part 2: Strategies for Forming New Relationships in Retirement

Do you want to know a secret? Relationships are the key to a successful retirement. Well, relationships and good health. These two things are far more...

Retirement Relationships: The Importance of Building Social Wealth in Retirement

If you’re approaching retirement, it’s possible you’ve saved 10% of your monthly income for your entire working life. Maybe you’ve taken advantage of ...

What Retirees Need to Know About Required Minimum Distributions

When it comes to retirement planning, many of us tend to think more about the saving part. You work hard to build up a nest egg that will carry you th...

Why Retirement is the Perfect Time to Find Out Who You Really Are

Retirement is an exciting, but also a potentially confusing time. It’s a phase of both endings and new beginnings. Transitioning out of what you’ve be...

Medicare Basics - What You Need to Know About Healthcare in Retirement

Planning for retirement includes thinking about your health—from staying active and eating well to making sure you have affordable and adequate health...

Retirement Investors Beware: Why Regulation “Best Interest” is Misleading at Best

When retirement savers seek out investment advice, they expect and deserve to be able to rely on that financial advice to secure their retirement futu...

7 Common Questions Retirees Ask About Social Security Benefits

The Social Security program is well-known but not always well-understood. Indeed, “America’s pension plan” has evolved over the years, therefore it ma...

"COVID-friendly" Summer Vacations for Denver Retirees

Even with stay-at-home orders relaxing across the country, it’s clear this year will be a summer like no other. Camps and internships are on hold for ...

Protect Your Retirement Savings with an Emergency Preparedness Plan

If 2020 has taught us anything so far, it’s that life is unpredictable. Natural disasters, disease outbreaks, and other emergencies can⁠—and do⁠—happe...

Ready or Not: How to Know if You’re Prepared to Retire Full-Time

Retirement is a stage in life that we think about long in advance. Many of us have been planning and dreaming about it for decades. And, with the rece...

Make Exercise Your New Job for a Successful Retirement

If you were to Google “ingredients for a successful retirement” you’d probably find some financial advisors telling you to invest in 401(k) and IRAs o...

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