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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

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...

Why Estate Planning is Important And How to Get Started Now

While it’s natural in uncertain times to think more about “getting your ducks in a row”, if your retirement is fast approaching then estate planning i...

Retirement Savings Boost: How To Find Lost 401(k) Money and Other Orphaned Accounts

  If you tally up all your retirement savings and feel like something is missing, you may be right. After a lifetime of changing jobs, moving, and may...

What Is a Reverse Mortgage and Why Retirees Should Try to Avoid One

If you’re a homeowner aged 62 or older, you’re eligible for a reverse mortgage. If you’re retired or approaching retirement, there are a variety of re...

What You Need to Know About the $2 Trillion CARES Act

 If you’ve taken a financial hit recently due to the Coronavirus crisis, help is on the way. 

Life in Times of COVID-19: 7 Ways to Stay Active and Connected During Social Distancing

We are living in unprecedented times. As COVID-19, which causes the coronavirus, has escalated to the status of global pandemic, we’re increasingly fe...

4 Ways Annuities are Like Bad Relationships

Many financial planners have a love-hate relationship with annuities - mostly hate. Over the years, this type of investment has gained a bad reputatio...

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