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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

Teens and Summer Jobs: 5 Ways to Help Them Secure Their Financial Future

By the time you read this, summer will be wrapping up. Swimsuits and camps are on the way out, giving way to homework and busy schedules. If your teen...

8 Biggest Retirement Mistakes to Avoid if You Want a Successful Retirement

Many people believe that all they need for a successful retirement is earning their nest egg. But that is very far from reality. While having enough m...

Set Up Custodial Roth IRAs for Your Kids Now, They'll Thank You Later

Every parent’s goal is to see their child lead a life full of health, happiness, and financial success. While they’ll grow up and make their own choic...

How to Choose a Financial Advisor for Retirement Planning - 5 Questions to Ask

When choosing a financial advisor, finding the right fit is important⁠—especially if they’ll be offering guidance on things like saving for retirement...

Not all Superheroes Wear Capes - How We Use Our Financial Planning Superpower to Help You Retire Better

If someone asked “What is your superpower” do you know what you would say? Have you always known? How does your superpower help you in your daily life...

What is Sustainable Investing and is it a Good Idea for Your Retirement Savings?

A new way to diversify your assets, and one of the biggest trends sweeping the financial world right now, is sustainable investing. Interest in sustai...

Feel Like You Paid Too Much in Taxes? Here’s How to Prepare for Next Year

A day that no one looks forward to is upon us—tax day. Whether you did your 2021 taxes in February or are scrambling to complete them now, finishing i...

Retirement Happened - Now What?

Retirement is a big change for most people. You’ve spent decades working and planning for it but until the day comes, retirement is just an abstract c...

Wealth Legacy Institute Founder Kim Curtis on 11 Most Impactful Books for Life and Business

This one goes to 11. In this special post, founder and CEO of Wealth Legacy Institute, Certified Financial Planner and bestselling author, Kim Curtis,...

Set Yourself Up for Retirement Success - Essential Questions for Financial Planning and Goal-Setting

As we go through life, we’re aware of the fact that retirement is coming someday. We see retired folks walking in our communities, playing golf or vol...

An Independent Wealth Management Firm that Works for You, Not Wall Street Interests

How well do you really know your financial planner? They’re handling your finances and plans for one of the most important phases of your life—retirem...

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