Curtis Financial Planning

Inheritance

Financial Windfalls: How to Manage Sudden Wealth

An inheritance, a big bonus, a surprise payout – expected or unexpected, receiving large sums of money can be stressful. Sudden wealth or a financial windfall can derail even the most prudent people. Some people feel guilty about their good fortune and react by being overly generous or too frugal. Others immediately start spending, erroneously …

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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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Curtis Financial Planning