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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

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 ...

Prevent Retirement Whiplash: What to do to Ensure Retirement Success

What do you think of when you imagine your retirement?  

National Family Reunion Month - Time to Discuss your Retirement Plans with Family?

As the summer heats up and masks come off, Americans are getting back out there. Whether it’s a camping trip, beach vacation, or bringing everyone tog...

Retiring with Pride – How LGBTQ Retirement Planning is Unique

It’s Pride Month again, showing us that love really does win! In recent decades we’ve seen plenty of progress for LGBTQ rights, especially in terms of...

Secrets to a Happy Retirement - What Will Enrich Your Life in Retirement and What Will Hinder it?

Retirement planning is about saving, there’s no denying it. Preparing for your post-work life involves creating an investment plan, minimizing taxes, ...

What the Remote Work Boom Could Mean for Your Retirement

As you may have noticed, remote work is booming. Coronavirus has caused a significant change in the workplace, possibly forever. A survey from the US ...

How to Use HSAs to Your Advantage in Retirement

Rising medical expenses are a fact of life in the United States. Accordingly, health care costs have become an increasingly important aspect of planni...

The Transition From Midlife to Later Life - How Our Perspectives Change in Retirement

When your retirement day finally comes, you may be surprised how different it is than you imagined. While you may dream of exotic travel, golf every d...

Top 10 Articles to Boost Your Financial Literacy For Retirement

Retirement planning can be a daunting and stressful undertaking. With many questions surrounding Social Security, Medicare, your retirement nest-egg, ...

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