Wealth Legacy Institute

Wealth Legacy Institute is a forward-thinking Denver fee-only financial planning and investment management firm.

[Kimberly L. Curtis @KimCurtisLegacy]

When it comes to finance: it's all about starting.
Listen as I talk with Christina Rivera from @SavvyBroadcast about how woman must be included in the financial discussion, and much more!

https://t.co/M6HvGPw2UL

#financialplanning #podcast #savybroadcasting

[Kimberly L. Curtis @KimCurtisLegacy]

A client recently asked me whether to continue investing in their 401k or other retirement accounts during a market downturn. The logical response is yes.

Here's Why You Should Keep Investing When the Market is Down: A THREAD

[Kimberly L. Curtis @KimCurtisLegacy]

Amidst the pandemic, increased inflation, and a rise of quitting and layoffs - price gouging has become somewhat of a common practice in places like our supermarkets, gas stations, and restaurants. Be a smart shopper and compare pricing.

#pricegouging

https://t.co/MegMnYQMYC

[Wealth Legacy Institute @WLILegacy]

Helping your parents as they age can be difficult. This guide will help you start these delicate conversations that will make this transition more organized with a clear plan that honors your parent’s wishes. https://t.co/YVLVEtqYVa

#agingparents #guide #tips #retirement

[Kimberly L. Curtis @KimCurtisLegacy]

During market turmoil, our emotions of fear and panic are often magnified, but this can be a great opportunity for investors in payroll deduction retirement plans.

https://t.co/3iN3E3CbOi

#investing #401k #opportunity #market #financialplanning

[Kimberly L. Curtis @KimCurtisLegacy]

How can clutter disrupt our lives? Many of us haven’t parted with old possessions; so our clutter reflects who we used to be, rather than who we are now.

So here are some strategies for approaching decluttering: A THREAD

[Kimberly L. Curtis @KimCurtisLegacy]

On the #MasteringOverwhelmPodcast, I talk about changing the construct of money with @mjaysilverman

Listen to this wonderful, in-depth discussion here:
https://t.co/httf0io6Xf

#podcast #money #success #wealth #financialplanning

[Kimberly L. Curtis @KimCurtisLegacy]

Happy Monday, all! This is your reminder to look at this week as an opportunity to put your dreams and desires into action. Let's go out there and make this week a productive, wonderful one!

#MondayMotivation #life #success

[Kimberly L. Curtis @KimCurtisLegacy]

Happy Friday! 🍂 Let's make some plans for the weekend: A TRHEAD

[Kimberly L. Curtis @KimCurtisLegacy]

What does wealth management entail? Listen as I talk with Roger Knecht of @UniversalAcct about the role wealth managers and accountants play in planning the financial aspect of their clients lives and retirement.
Listen to the entire episode here: https://t.co/pSKflt1XrE

[Kimberly L. Curtis @KimCurtisLegacy]

Want a change of salary at your job?
Here are tips for negotiating your salary:
A THREAD 🧵

[Wealth Legacy Institute @WLILegacy]

Wondering what to read this fall? Try "Money Secrets" by @KimCurtisLegacy for a holistic look into your financial future
https://t.co/lE983r0YNr

#moneysecrets #investing #moneytips #financialplanning #quoteoftheday

[Wealth Legacy Institute @WLILegacy]

In our three-part guide, we help you define your retirement vision, provide pertinent research specific to retiring in Denver, and show you how to blueprint your personal retirement plan: https://t.co/PqrKjLGbiG

#retirement #guide #retireindenver #money #financialplanning

[Wealth Legacy Institute @WLILegacy]

This actionable guide will help you identify fiduciary advisors, like us, who choose to maintain a fiduciary rule standard for the financial advice they provide.

Learn how to recognize a Fiduciary Financial Advisor with this guide:
https://t.co/vTHLIuvcBB

#finance #money

[Wealth Legacy Institute @WLILegacy]

Create connections and create the retirement you desire. Check out our resource page for ways to make your retirement the best it can be. https://t.co/z8Pmc87qul

[Wealth Legacy Institute @WLILegacy]

Have plans for the weekend? Consider one of these activities to start your Friday right ❤️

#weekend #friyay #weekendplans

[Wealth Legacy Institute @WLILegacy]

Have plans for the weekend? Consider one of these activities to start your Friday right ❤️

#weekend #friyay #weekendplans

[Kimberly L. Curtis @KimCurtisLegacy]

Federal Student Loan Forgiveness Plan: What You Need to Know: A THREAD
The rising cost of college since the 80’s has left around 45 million Americans with student loan debt.

[Kimberly L. Curtis @KimCurtisLegacy]

Women have faced some very real challenges with the pandemic - childcare and school closures disproportionately affected women, many who lost or left their jobs. I discuss 6 Steps to change your relationship with money from complicated to confident.
https://t.co/fSGvv7LfAk

[Wealth Legacy Institute @WLILegacy]

These books by CEO of Wealth Legacy Institute, Kim Curtis, are essential in understanding life through money. Get your copy today! 📚 #reading #books

Money Secrets: https://t.co/x6RzrZzdlY

Retirement Secrets: https://t.co/5NvCzz5Ffw