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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

What Are the Four Principles of Wise Long-term Wealth Management?

Investing can be an emotional — and overwhelming — endeavor. A number of shiny objects can lure you in the wrong direction, like prematurely jumping o...

Fiduciary 101: How to Find Your Best-Fit Wealth Management Advisor

There is no way around it. Money makes us anxious. We want to ensure we have enough to live in the present, and enough to live through retirement. To ...

Making a Plan for Smooth Retirement, Regardless of Bumps in the Road

After being married for over 30 years, Tanya and John had settled into a routine when it came to money management. John depended on Tanya to manage th...

Locations in Denver Where Your Pup Can Come Too

According to the American Veterinary Medical Association, over 36% of American households own dogs. That equates to over 43 million people in the Unit...

3 Favorite National Parks Near Denver for Retirees

Colorado is known for its four true seasons and blue skies year-round. The lifestyle and entertainment options that match the seasonality are key cons...

3 Hobbies Retirees in Denver Love to Enjoy

What to consider when retiring shouldn’t only be about the dollars and cents. It should also be about how you can use your money as a means for enjoym...

How to Enjoy Legal Marijuana in Colorado

How we view marijuana is constantly changing in America. Gone are the “just say no” attitudes. Instead, over the last several decades, there has been ...

5 Ways to Explore Denver’s Craft Beer Scene

One of our greatest gifts as financial advisors is hearing about our clients’ dreams, life lessons, and future plans. Because our clients have spent d...

5 Boredom-Relief Gigs New Retirees in Denver Should Consider

Saying goodbye to your 9-to-5 may also feel like you’re saying goodbye to a piece of yourself.

From Head in the Sand to Toes in the Sand: How to Control Your Finances for a Perfect Retirement

  Mark and Tracy were raised in working-class families that never talked about money. At ages of 63 and 56, the two college-educated software engineer...

The Reason Your Fashion Choices Could Cost You a Comfortable Retirement

Retirement marks a new exciting chapter of life. One that should be filled with the things that you love and value; whether that be sampling the cuisi...

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