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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

Are Prepaid Funeral Plans a Good Idea?

Planning for your own passing can be a difficult process. Estate planning is a key part of any comprehensive retirement plan. But it’s easy to overloo...

Find Your Financial Bearings - Why You Need a Financial Plan for Retirement

There are plenty of reasons people avoid financial planning. If you’re like many, you wave it off as overwhelming, complex, or boring. Maybe you think...

Financial Freedom: How Women are Changing the World

March is Women’s History Month, which recognizes and celebrates female contributions to society. While it’s a time to look back at everything women ha...

Crossing the Bridge: Understanding the Retirement Transition

When you hear “retirement planning” you probably think of financial things like building an investment portfolio, talking with a financial advisor, an...

It’s Not About the Money: 4 Secrets to a Happy Retirement

Saving, investing, and growing your nest egg are all necessary if you want to fulfill your needs after you stop working. But they don’t tell the whole...

Thinking of Retiring Abroad? Consider These Financial and Lifestyle Factors

Choosing where to retire is an exciting decision! If you’re considering retirement abroad, information is going to be your best friend. Before you kno...

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...

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