Cathy Curtis - Curtis Financial Planning BlogBlog

Financial Housekeeping: What To Do with Those "Old" 401(k)s

There is no shame in owning multiple  401(k) or 403(b) accounts—the…

Clearing up the confusion over the Gift Tax Law, updated for 2018

There are many confusing tax laws, but the one that seems to generate the most misunderstanding is the gift tax law. Everyone seems to be aware that people can give up to $13,000 (this amount is periodically adjusted for inflation) a year with no tax consequences - but beyond that it’s fuzzy. A client asked me today if she would have to pay tax on a $100,000 gift her parents were planning to give her to buy a house. The answer is no.

Happy Holidays: The Gift of Financial Self-Care

The holiday season is a once-a-year mash-up of magic and madness,…

6 Year-End 2016 Tax Planning Tips and Reminders

Don’t let the year slip away without doing a little tax planning…

Happily Self-Employed: 10 Tips to Finding Bliss as Your Own Boss!

A friend who recently left her corporate job and is now self-employed…

How to Prepare For An Encore Career

Ready for a career change? More and more people are rethinking…

Sticker Shock: The Cost of College (and Who Pays For This?)

Not only is it seemingly more and more competitive for the latest…

Pet Insurance: Thumbs Up or Thumbs Down?

This is a tale of two dogs, two families, and two very different…

Getting On The Same Page: Investing With Your Spouse

Are we speaking a different language? Financial experts, thought…