Cathy Curtis - Curtis Financial Planning BlogBlog

Budgeting for Happiness

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One of our life's many challenges is figuring what brings…

Tax Tips for 2017: How to Make Tax Season Easier for Yourself Next Year

If you are like many of us, you are breathing a huge sigh of…

Women and Financial Education: Start Learning Now!

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Women have something in common when it comes to their money:…

Smart and Savvy Roth IRA Strategies Updated for 2018

  Roth IRA’s are a great savings tool. Contributions…

How to Stay within Your Budget: Monitor Your Budget Busters

Budgeting,Revisited. Fee Only Financial Planner says: Develop a workable tracking system and you are more likely to stay within your budget.

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…