Curtis Financial Planning

Financial Planning

Why Do We Procrastinate about Finances?

Let’s face it: life gets busy. Between our professional and personal lives, we often have very little time left over to work toward big-picture goals, and some important things end up getting neglected. Personal finance is something that’s easy to put on the back burner. I hear it from clients all the time: I only …

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Happy Holidays: The Gift of Financial Self-Care

The holiday season is a once-a-year mash-up of magic and madness, and it can be a challenge to find balance between the two. The moments of wonder with family and friends go hand-in-hand with the chaos of shopping, rushing, eating, and drinking…sometimes to excess. ’Tis the season to be jolly, and the season only comes …

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How to Prepare For An Encore Career

Ready for a career change? More and more people are rethinking success at midlife or retirement, and considering a shift to more meaningful, purpose-driven work. Combining a desire for social contribution, entrepreneurial passion, a job that’s not-just-a-job, and – often – continued income, encore careers are an appealing fresh start. Whatever your encore career goals, …

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Cultivating a Healthy Relationship with Money

Cultivating a healthy relationship with money is the foundation of a rich and happy life. Just like any other relationship, for your money to prosper and grow, it needs attention and care. You don’t want to smother it with worry and fear, but you also don’t want to be neglectful. You need to get to …

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How To Deal With Those “Old” 401(k)’s

There’s no shame in having multiple 401(k) accounts — it’s an indication that you’ve been committed to saving for retirement  over the course of your work life.  However, what may give you a justifiable twinge of guilt is ignoring them. If you are guilty as charged, you’re not alone. Half of the people who change …

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The Solo-K: Smart Retirement Planning for the Self-Employed updated for 2018

In 2001, the government gave self-employed workers a gift: a 401(k) plan that allows for greater amounts of tax-deferred income with less hassle to set up than any other retirement plan. The plan, mostly called a Solo 401(k) or a Solo-k or one-participant plan beats traditional corporate 401(k)s in higher savings limits and in the …

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Real-life Financial Stories: Student Loan Debt

I’d like to introduce Erin Fleming McCloskey. Erin is just starting her career as a financial planner. She passed the CFP examination on the first try which is something to be proud of as the pass rate is about 63.5%.  Lucky for me, Erin is a paraplanner with my firm, Curtis Financial Planning, LLC. Erin …

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Short List for your Finances 2014

There are many actions you can take to improve your finances, and that’s sometimes the problem. I have compiled a short list of ideas that can make a real difference in your financial health. Copy and paste this short list into Evernote or other list-making software or  print it out and tape it to your …

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