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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

5 Ways Retirees Can Avoid A Major Spending Mistake

If you’re a parent, you likely will do anything for your children. Unfortunately, for many retirees, their admiration may come at the cost of derailin...

25 Options for Extra Income During Retirement

A side hustle is a great way to make additional money to put towards your retirement planning. This extra cash gives you the freedom to do more of the...

What Pre-Retirees Need to Know About Investing in Bitcoin and Other Cryptocurrencies

If you’re in retirement or planning for retirement, you may have questions about cryptocurrencies. Read this to learn how to maximize your wealth mana...

How to Pay for College Without Ruining Your Retirement Plan

Sending the kids off to college is a proud moment most parents await with anticipation. Moms and dads spend countless hours raising their kids to beco...

Trade Tariffs Can't Spoil a Good Retirement Plan

The world watches intently as the U.S. and China go head to head over exports and manufacturing. Since the start of 2018, the two powers have imposed ...

The Early Retiree's Financial Planning Guide

Early retirement. Those two simple words may conjure up any number of feelings ranging from excitement to envy to complete bewilderment. Just how do t...

Learning the Hard Way: Not All Advisors Are Created Equally

George and Rachel thought they were doing everything right when it came to formulating their personal retirement plan.

Values and Vision: A Wide Angle Lens for Personal Retirement Planning

What does your ideal scenario for retirement look like? Do you see yourself working until you can collect social security, then volunteering and spend...

Denver Retirement Planning Decisions: IRA vs Roth IRA vs 401K

You’ve probably heard it before - when it comes to retirement, save early and often. However, some people put off retirement investment planning simpl...

Everything Denver Retirees Need to Know About Federal Reserve Interest Rates and Cuts

    The economy changes rapidly, and Federal Reserve interest rates have a direct impact on the U.S. economy as it stimulates economic growth, balance...

Avoid These 5 Bad Travel Habits to Save Thousands

Many of us have dreams of traveling more – hitting the open road to explore cuisine, culture, and city life. If that’s you – congratulations! You’ve e...

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