Curtis Financial Planning

Cathy Curtis

Life After Lockdown: Creating a Budget Post-Pandemic

For the past few weeks, I’ve been teaching a personal finance class at Mills College. The first class covered cash flow and budgeting, so I asked my students to create a budget for homework. To help them get started, I suggested reviewing their recent credit card and bank statements to estimate their discretionary spending habits. …

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Why Do We Procrastinate about Finances?

This article was originally published January 25, 2018. Personal finance is something that’s easy to put on the back burner. I hear it from clients all the time: I only have $200,000 saved for retirement and I’m already 62 years old! I’m co-signing all of my child’s student loans, and I realized I’m nowhere near …

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Women: Take Control of Your Financial Future

Recently, Business and Tech asked me to participate in a panel of experts for an article called “Taking Control of Your Financial Future.” Below are some of the key points I shared during our discussion, which focus on the specific personal finance issues women often face. I think all women can benefit from working with …

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S3 E4 Transcript: Understanding the SECURE Act and Inherited IRAs

Intro Hi, I’m Cathy Curtis. Welcome back to the Financial Finesse podcast. And if you’re a new listener, welcome. I am this podcast’s host and also an acting and working financial advisor. My firm, Curtis Financial Planning based in Oakland, is an independent firm. And the firm is unique because we specialize in the unique …

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Why We Should Talk About Women’s Financial Empowerment Now More than Ever

This article was originally published June 16, 2018. In celebration of National Financial Literacy Month and our ongoing commitment to women’s financial empowerment, we thought we’d give it a refresh for 2021. Millions of women worldwide took to the streets on January 21, 2017, one day after former President Trump’s inauguration. The Women’s March, now …

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5 Ways to Boost Your Financial Confidence

In many aspects of life, confidence is key. But if there’s one category where that emotion is often lacking, it’s financial. Fortunately, April is National Financial Literacy Month. To celebrate, this month’s podcast episode features Jennifer Barrett, author of Think Like a Breadwinner. In addition, I’m sharing some tips of my own for how you …

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S3 E3 Transcript: Learning to Think Like a Breadwinner

Welcome to the Financial Finesse podcast, where we’ll be discussing tips on how to handle your money and life with skill and style. Your host, Cathy Curtis CSP has been helping make finance accessible and intriguing for women for almost 20 years. You will get savvy actionable ideas, listening to her conversations with some of …

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Simple Truth #3: Contrary to Popular Opinion, You Were NOT Born to Shop

We originally published this article on February 20, 2010, and it remains one of our most popular blog posts to date. In the spirit of ongoing financial wellness, we thought we’d give it a refresh for 2021 as many of us adjust to new habits—including how we shop. I’m a financial advisor. But I’m also …

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Curtis Financial Planning