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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 Make Your Colorado Home More Energy Efficient (and Save More Money for Retirement)

Winter is here, and with the colder temperatures come higher utility bills. According to the U.S. Energy Information Administration, space heating mak...

Retirement Planning Questions to Ask Yourself This New Year’s

Have the repercussions of the pandemic impacted your retirement plans? Like it or not, COVID-19 has affected us all, be it financially, socially, emot...

What to Teach Your Adult Children About Money and Finances

Are your adult children financially savvy? How good are they at managing money? If your child would be clueless on how to do their taxes or find out t...

5 tips for holiday gifting and donations

As the holiday season approaches, so does the time of gift giving. While many of us like to receive gifts, science shows that giving gifts makes us ha...

The Great Resignation & Retirement - Your Options in the "New Normal"

In February 2018, we wrote about how workers were retiring later than ever before. Now, just over three and a half years later, we're experiencing a h...

Year-end Financial Planning for Retirees - Consider These Strategic Tax Moves Before the End of 2021

Shockingly, 2021 will be winding down in the coming weeks. Another notable year has flown by with continued repercussions from the pandemic, wildfires...

7 Timeless Investment Tips for Financial Planning Month

October is National Financial Planning Month, and it’s the perfect time to check in on your savings and investments. The occasion might remind you to ...

The 4 Types of Wealth to Accumulate for a Happy Retirement

Retirement may be one of the most anticipated events of our lives.  As you get closer to this transition into your next phase, you may have a heighten...

Your Guide To Going Back To School In Retirement

When most of us graduate, we celebrate the idea of “being done” with school. But life has a funny way of changing our views. More retirees are returni...

Top 10 Ways to Make New Friends in Retirement

What’s the key to a happy retirement?  Is it a big trust fund or a country club membership? While having enough money to fund your retirement lifestyl...

How to Exit a Timeshare Property Without Blowing Your Retirement Savings

From a beach house in Mexico to a resort in the Florida Keys or remote luxury cabin in Alaska, timeshares are popular among the retired crowd. People ...

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