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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

How to Qualify and Apply for Colorado’s Property Tax Exemptions for Seniors

If you’re a senior aged 65 or older living in Colorado, you may qualify for property tax exemptions to help lower your tax bill.

Let’s Celebrate National 401(k) Day September 8, 2023 - How to Get More From Your 401(k)

Do we actually need a National 401(k) Day? Actually, it might be more necessary than you think.

New Tax Law Lets You Move 529 Funds to Roth IRA: How Retirees Benefit

Starting in 2024, there will be a major change to 529 plans that allow for a new transfer option to Roth IRAs. The new provision is part of the SECURE...

Why Being Loyal to One Bank Could Cost You in 2023

Interest rates have been on everyone’s minds this year—but do you know how much you’re earning on your cash savings? If not, you might want to sit dow...

Does Your Low-Rate Mortgage Have You Feeling Stuck? Don't Worry - You Have Options

Many homeowners are feeling “locked in” by ultra-low mortgage rates offered during the height of the pandemic. When mortgage interest rates hit histor...

Is It Too Late to Make Money With I Bonds?

I bonds were a popular option in 2022. With a combination of government-backed security and high-interest rates linked to inflation, their yield peake...

U.S. Debt Ceiling Resolution One Month Out: Impacts and What’s to Come

For much of the spring, the U.S. debt ceiling was the hottest topic at the intersection of politics and the economy. House Speaker Kevin McCarthy had ...

What Is an Ethical Will? How and Why to Write a Legacy Letter for Your Loved Ones

What do you want your loved ones to remember about you after you're gone? Unlike a legal will, which ensures that your assets are distributed accordin...

The Art of Putting Underperforming Assets to Work

Investing in a down market may make you nervous. It definitely doesn’t feel as fun or exciting as when the stock market is on high. But that’s not the...

How to Plan for Required Minimum Distributions (RMDs) in Retirement: A Quick Guide

When you hear the phrase “retirement planning”, you probably think about building up a nest egg to carry you through your post-work years. Saving for ...

Prescription Drug Prices Keep Rising - How 3 New Programs Can Help You Reduce Health Care Costs

Sticker shock and inflation have been all-too-familiar over the past year. From the gas pump to the checkout line or a nice meal out, you’ve been payi...

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