Entries by Cathy Curtis

Forward-Thinking Tax Strategies to Implement This Year

Many people dread tax season. The idea of digging through all of your financial records, working through the filing process, and hoping you submitted everything correctly to avoid an audit is stressful. And the worst part? It kind of feels like you can’t win. If you have your employer withhold too much money from your […]

Why Do We Procrastinate about Finances?

Let’s face it: life gets busy. Between our professional and personal lives, we often have very little time left over to work toward big-picture goals, and some important things end up getting neglected. Personal finance is something that’s easy to put on the back burner. I hear it from clients all the time: I only […]

Your New Year Financial Checklist

New Years is an exciting time. It’s a moment filled with hope. We spend time with the people we love, realign ourselves, and refocus on what’s truly important in our lives. For some, this can inspire them to make some positive life changes in the coming year. We’ve heard all the typical resolutions – exercise […]