Curtis Financial Planning

Cathy Curtis

The Importance of Financial Education

It’s a well-known fact that America has a huge financial literacy problem. The causes of this lack of financial knowledge are often cited as a deficiency of personal finance education in schools or at home. Personally, I would love to see personal finance as a mandatory senior year high school course. I think it would …

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How To Make Sure You See All the Places On Your Bucket List

Americans love to travel. When I ask my clients what they want more of in their life now and later, the most common answer includes “I want to travel more.” And, many tell me that their travel spending is a non-negotiable expense. This wanderlust grows after retirement as the time constraint that existed while working …

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10 Tips to Being a Happily Self-Employed Person

A friend who recently left her corporate job and is now self-employed asked me how I manage to run a business while still enjoying an active, interesting life outside of work.  She wanted some suggestions, which made me reflect on what has been most important for me in achieving a healthy and happy work-life balance. …

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The Truth About Diversification

Most investment advisors  (including me) believe that building and maintaining a diversified portfolio is the most prudent way to invest clients’ money. Not only do numerous studies of asset class* returns support this, but no matter how smart and experienced the advisor is, it’s near impossible to predict with consistency which asset will outperform in …

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Why We Should Talk About Women’s Financial Empowerment Now More than Ever

  Millions of women all over the world took to the streets on January 21st, 2017 to stand up for what they believe in primarily fueled by the fear that the new Trump administration would threaten hard-won reproductive, civil and human rights.  The energy of the Women’s March was contagious, and I was thrilled to …

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25 Tips to Get Your Clothes Shopping Habit Under Control

If your shopping habit is interfering with reaching other financial goals, getting you into trouble with your significant other, causing you to rack up credit card debt, or just simply makes you feel bad about yourself, this article is for you. The first step is to face reality. Go over last year’s credit card and …

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