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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

City, Beach, or Mountains: Where Do You Want to Live in Retirement?

When you retire, the world becomes your oyster. You’re no longer tied to a city or suburb due to work or school commitments, which means you can live ...

5 Conversations You Need To Have With Your Partner Before Retirement

Entering into retirement comes with lots of hopes, dreams, emotions, and expectations. Unless you talk with your partner, you may be surprised to find...

45 Fun Things to Do in Retirement: Retirement Mapping for a Lifestyle You’ll Love

There are 168 hours in a week. Do you know how you’ll spend those hours in retirement? Many of us have vague ideas of things we want to do when we sto...

How Retirees Can Cultivate More Gratitude in 2021

Two people can walk down the exact same street and have completely different experiences. One will see paint cracking on the houses and trash lying on...

Define Your Ideal Retirement Lifestyle with Retirement Mapping

When we hear the term “wealth,” most of us imagine an abundance of money or possessions. While that is a core meaning of the word, there’s more to wea...

Working from home? You may qualify for tax savings

Have you switched from renting office space to working from home to run your small business? 

The Other Side of Health Care - Planning for Long Term Care Costs in Retirement

A September 2020 Retirement Confidence Index study revealed, 58% of Americans are more concerned about retirement today compared to a year ago. It als...

Election Results and the Markets: Why Retirees Shouldn’t Worry Who Wins in November

The 2020 presidential election is the most contentious in recent memory, which is unsurprising given the high stakes. Whoever wins will be tasked with...

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...

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