Curtis Financial Planning

Cathy Curtis

S3E6 Transcript: How to Calm Your Mind and Experience Life More Fully

Cathy Hi, Nichole. Nichole Hey, Cathy. It’s good to see you. Cathy Welcome to Financial Finesse. It’s great to see you too. Vanessa Yeah, I’m so happy to be here. Cathy Yeah, it’s been a couple of months in the planning, but I’m glad we connected. So, Nichole and I met by serendipity. She was …

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25 Tips to Get Your Clothes Shopping Habit Under Control

We originally published this article on June 16, 2018. If you’re like a lot of Americans, your spending habits may have changed during the Covid-19 pandemic. For many of us, staying at home meant spending less and saving more. And with nowhere to go, buying new clothes didn’t feel like a priority. Now that the …

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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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