Cathy Curtis - Curtis Financial Planning BlogBlog

What Exactly Does it Mean to be Rich? Ramit Sethi Tells All in His Book

The Best Laid Plans

Mr. Buschel crunched numbers with an expert who had owned, run and built half a dozen restaurants. They used the best available data. A major conclusion: Based on the evidence, a clever, well-run restaurant could be successful in the Hamptons. Not exactly earth shattering information, but useful.
What Exactly Does it Mean to be Rich? Ramit Sethi Tells All in His Book

"Making Home Affordable"

On my last visit, we got into a chat about money because Trudy had just completed a loan modification and was more than happy to share the details with me. I was very interested because I knew banks were considering loan modifications, but hadn’t heard of anyone actually getting one.
What Exactly Does it Mean to be Rich? Ramit Sethi Tells All in His Book

I Will Teach You to Tweet - Women in Consulting Twitter Panel in San Francisco

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Hi everyone! Public appearance alert. I'm honored to be part…
What Exactly Does it Mean to be Rich? Ramit Sethi Tells All in His Book

I Will Teach You to be Rich

Until a few months ago, I hadn’t heard of Ramit Sethi (pronounced…
What Exactly Does it Mean to be Rich? Ramit Sethi Tells All in His Book

Let's do the Numbers - Secrets of the FICO Score Revealed

As a financial planner, I know too well how important good…
What Exactly Does it Mean to be Rich? Ramit Sethi Tells All in His Book

Living Within Your Means – 10 Tips on Saving Money

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When did dining-out, facials, manicures, pedicures, personal…
What Exactly Does it Mean to be Rich? Ramit Sethi Tells All in His Book

Fee Only Financial Planner Dishes on House Buying in the Bay Area

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In the meantime, Jim and I worked on their cash flow adding in housing costs (they’ve been clients since 2007). Both were adamant that they know the numbers and not get in over their heads. Jim has an inviolable goal, “I want a six month buffer of living expenses at all times.”
What Exactly Does it Mean to be Rich? Ramit Sethi Tells All in His Book

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.