Curtis Financial Planning

Philanthropy

A Great Alternative to Grocery Stores: Farmer’s Markets

My anxiety level spikes at the thought of going to a grocery store. The lines are long, and once inside, it’s like playing bumper carts with your fellow shoppers all scrambling to keep out of each other’s way. I’m so grateful to the workers who are cashiering and bagging groceries, but I worry about them …

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A Little Year End Tax Planning with Your Holiday Punch

Or,  8 Year End Tax-Related Deadlines and Things to Think About With the busyness of the holiday season, it’s easy to forget about things like tax planning. After all, we’d rather focus on having fun with our friends and family! However, there isn’t much you can do to improve your tax situation after December 31st …

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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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