Curtis Financial Planning

Cathy Curtis

Happy Holidays: The Gift of Financial Self-Care

We originally published Happy Holidays: The Gift of Financial Self-Care in December 2016 and decided to give it a refresh for 2021.  The holiday season is a once-a-year mash-up of magic and madness. Indeed, it can be a challenge to find balance between the two. The moments of wonder with family and friends go hand-in-hand …

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5 Inspiring Statistics About Women and Investing

As a financial advisor who works primarily with women, I’m all too aware of the gender investment gap. Not only are women paid less than men on average (and therefore have less money to invest), but many women aren’t confident in their investment abilities. Unfortunately, this can result in lower returns—a contributing factor to the …

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Sustainable Investing Simplified

Over the years, the nomenclature around sustainable investing has morphed to the point of confusion. Besides “sustainable,” other descriptive terms for this investment style include environmental, social, and governance (typically referred to as ESG), socially responsible (SRI), and impact investing. You may also see the terms green, values-based, climate, intentional, or personal investing used to …

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How to Prioritize Your Financial Goals

As a financial advisor, one of my most important responsibilities is to help my clients identify and reach their financial goals. And for many of us, setting financial goals is relatively straightforward. For example, we know we want to retire by a certain age, buy a long-term care insurance policy, or upgrade our home.  However, …

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S3E8 Transcript: Can’t Stick to Your Budget? Try These Money Saving Tips Instead

Hi, I’m Cathy Curtis. Thank you for joining me on my podcast, Financial Finesse. Lately on the podcast, we’ve been talking a lot about awareness, mindfulness, and creating space for what’s most important in our lives. I think these topics are so important because of how they relate to our finances, and specifically, our spending …

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Podcast Guests Share Expert Money and Life Advice for Women

This year, I’ve had the opportunity to interview six smart, savvy women, who are experts in their respective fields. I learned a lot from these remarkable women during our conversations and am grateful to them for generously sharing their expertise. To truly benefit from the wealth of knowledge these women possess, I highly recommend listening …

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Finding Your Style Can Save You Money

This article was originally published July 23, 2015. There was a time when men’s grooming and fashion were as complicated as women’s. But that time is long gone. In fact, the average American spends $161 per month on clothes, with women spending 76% more than men annually, according to CreditDonkey. And a recent study by …

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