Entries by Cathy Curtis

Living Within Your Means – 10 Tips on Saving Money

When did dining-out, facials, manicures, pedicures, personal trainers, pricey haircuts, books, magazines, CD’s, I-Phones and expensive annual vacations become necessities? How did we get here? This fee-only financial planner contemplates this question as client after client comes in with cash flow issues – agonizing over credit card statements, wondering how they can keep up with an avalanche […]

Healthcare and Money: Fee Only Financial Planner Discusses Ways to Improve Your Insurability

Buying health insurance when you are self-employed, pre-Medicare, or temporarily jobless. The healthcare debate rages on… will the Obama administration succeed where the Clinton Administration failed?  Will the new healthcare system cost you more or less? Too soon to tell, says this fee only financial planner. In the meantime, if you’re an individual looking for […]

Couples and Their Money – Yin and Yang

Here is my advice to couples who are facing financial challenges and don’t see eye to eye on the value of a financial planner. Work together and see if you can find consensus. Remember one of the rules of marketing: What’s In It For Me? Help your partner understand there are benefits. Even though the process may be uncomfortable, and difficult to understand, the end results are what matter most.