Curtis Financial Planning

Cathy Curtis

Book Review: The Ten Trillion Dollar Gamble: The Coming Deficit Debacle and How To Invest Now

U.S. federal deficits and the national debt are hot topics these days and for good reason. The federal deficit in 2010 was $1.3 trillion and the amount of gross federal debt outstanding (the national debt) is now $14 trillion. No one expects these to stop growing anytime soon. Economists call the U.S. type of deficit …

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Walking Away from a Mortgage – Is It a Viable Option?

During the peak of the real estate buying frenzy (2005–2007) many Americans decided to invest in real estate other than their homes in the hopes of capital gains. Unfortunately, when the bubble burst, the ensuing credit crisis left these investors with a moral dilemma. Many of these investors are just ordinary folks who pay their …

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Book Review: Small Business Taxes Made Easy, 2nd edition, by Eva Rosenberg.

As a financial advisor, I’ve read my share of tax books. So, I poured myself a strong cup of coffee, made sure I wasn’t too comfortable and opened Small Business Taxes Made Easy by Eva Rosenberg. After reading the first few pages, I realized that this tax book was different. First of all, I enjoyed …

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Women and Money: Women Have Unique Financial Planning Needs

In my living room sat an architect, a CPA, a healthcare executive, a innovation consultant, a marketing and branding expert, a retired attorney, a writer for the Huffington Post, a clutter coach, an interior designer, a home staging specialist, a jewelry designer, a technical writer, and a newspaper columnist.

Simple Truth #6: Saving, Investing, Diversifying and Rebalancing Lead to Financial Success.

This is an investment strategy that works, all it takes is a good plan and discipline. Simply Put Saving is the process of reserving a portion of current income for future use. Investing is putting those savings to work to increase wealth. Diversifying and rebalancing are investment strategies meant to increase the likelihood of success. …

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Hello again my lovely blog!

[av_textblock size=” font_color=” color=” av-medium-font-size=” av-small-font-size=” av-mini-font-size=” av_uid=’av-jzpfikoq’ custom_class=” admin_preview_bg=”] Dear Of Independent Means Blog: I know you don’t understand why I abandoned you right after you got such a gorgeous face-lift (thanks to Stephanie Sammons), but it’s not your fault. You’ve never looked better. It’s just that I’ve been awfully busy helping clients with …

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Events: The Ascent of Women Series at the Commonwealth Club of California

The Commonwealth Club is the nation’s oldest and largest public affairs forum, established in 1903. Headquartered in San Francisco, the Club hosts speeches, debates, and discussions on topics of regional, national and international interest. Some of the world’s most interesting people have appeared before the Commonwealth Club in its 107 year history. Currently, the Club …

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How To Eat Locally On A Budget:Tips from 4 Locavores

  San Francisco is on the leading edge of the locavore movement.  It’s also one of the most expensive cities in the U.S.  No wonder the Commonwealth Club program at the Port Commission room at the Ferry Building housed a sell-out crowd this past Wednesday night. The topic: how to eat locally on a budget. …

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