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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 Is an Ethical Will? How and Why to Write a Legacy Letter for Your Loved Ones

What do you want your loved ones to remember about you after you're gone? Unlike a legal will, which ensures that your assets are distributed accordin...

The Art of Putting Underperforming Assets to Work

Investing in a down market may make you nervous. It definitely doesn’t feel as fun or exciting as when the stock market is on high. But that’s not the...

How to Plan for Required Minimum Distributions (RMDs) in Retirement: A Quick Guide

When you hear the phrase “retirement planning”, you probably think about building up a nest egg to carry you through your post-work years. Saving for ...

Prescription Drug Prices Keep Rising - How 3 New Programs Can Help You Reduce Health Care Costs

Sticker shock and inflation have been all-too-familiar over the past year. From the gas pump to the checkout line or a nice meal out, you’ve been payi...

Thinking About a Job Change? Ask These 5 Key Financial Questions First

January is a popular month to look for a new job—it always has been. Companies have paid out year-end bonuses, so employees feel freer to leave withou...

Federal Student Loan Forgiveness Plan: What You Need to Know

Since Biden announced the student debt relief plan in August, there’s been animated conversation around the topic. The issue has fervent advocates on ...

Teens and Summer Jobs: 5 Ways to Help Them Secure Their Financial Future

By the time you read this, summer will be wrapping up. Swimsuits and camps are on the way out, giving way to homework and busy schedules. If your teen...

8 Biggest Retirement Mistakes to Avoid if You Want a Successful Retirement

Many people believe that all they need for a successful retirement is earning their nest egg. But that is very far from reality. While having enough m...

Set Up Custodial Roth IRAs for Your Kids Now, They'll Thank You Later

Every parent’s goal is to see their child lead a life full of health, happiness, and financial success. While they’ll grow up and make their own choic...

How to Choose a Financial Advisor for Retirement Planning - 5 Questions to Ask

When choosing a financial advisor, finding the right fit is important⁠—especially if they’ll be offering guidance on things like saving for retirement...

Not all Superheroes Wear Capes - How We Use Our Financial Planning Superpower to Help You Retire Better

If someone asked “What is your superpower” do you know what you would say? Have you always known? How does your superpower help you in your daily life...

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