Curtis Financial Planning

Budgeting Help

Finding Your Style Can Save You Money

This article was originally published July 23, 2015. There was a time when men’s grooming and fashion were as complicated as women’s. But that time is long gone. In fact, the average American spends $161 per month on clothes, with women spending 76% more than men annually, according to CreditDonkey. And a recent study by …

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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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5 Ways to Boost Your Financial Confidence

In many aspects of life, confidence is key. But if there’s one category where that emotion is often lacking, it’s financial. Fortunately, April is National Financial Literacy Month. To celebrate, this month’s podcast episode features Jennifer Barrett, author of Think Like a Breadwinner. In addition, I’m sharing some tips of my own for how you …

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Simple Truth #3: Contrary to Popular Opinion, You Were NOT Born to Shop

We originally published this article on February 20, 2010, and it remains one of our most popular blog posts to date. In the spirit of ongoing financial wellness, we thought we’d give it a refresh for 2021 as many of us adjust to new habits—including how we shop. I’m a financial advisor. But I’m also …

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Budgeting For Happiness: Your New Spending Plan

Many women resist traditional budgeting because it feels so restrictive. Your new spending plan prioritizes what’s most important to you. At the mention of the word “budget,” many people cringe. Like the word “diet,” it brings about a sense of dread, thoughts of deprivation, and the possibility of failure. Instead of focusing on the long-term …

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12 Simple Steps to Financial Success

This article was originally published December 29, 2011. In the spirit of ongoing financial wellness, we thought we’d give 12 Simple Steps to Financial Success a refresh for 2021 and repost. Happy new year! The new year is upon us, and January is always a good time to look towards the future and recommit to …

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Creating New Spending Habits After Shelter-In-Place

One of the most desired and, at the same time, hardest-to-do financial tasks is to create a budget and stick to it. I know this from my personal experience and that of my clients. It is the rare person who enjoys purposefully creating spending limits – because that is what a budget does – it sets limits …

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THE CARES ACT REVIEW PART V: Health Provisions

One of the objectives of the Coronavirus Aid, Relief and Economic Security Act (CARES) is to help people get the care they need with fewer obstacles and less-in-person contact. It adds to the health provisions in a bill passed in March – the Families First Coronavirus Response Act (FFCRA). The CARES ACT health provisions will …

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