Curtis Financial Planning

Simple Truths About Money

Simple Truth #6: Saving, Investing, Diversifying and Rebalancing Lead to Financial Success.

This is an investment strategy that works, all it takes is a good plan and discipline. Simply Put Saving is the process of reserving a portion of current income for future use. Investing is putting those savings to work to increase wealth. Diversifying and rebalancing are investment strategies meant to increase the likelihood of success. …

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Simple Truth #5: The Longer You Live the More Money You Will Need

None of us knows how long we will live. But you can be sure that the longer you live the more money you will need – unless – you’re willing to reduce your lifestyle in retirement. According to IRS-issued life expectancy tables, the life expectancy for a 25 year old is 83.2, for a 50 …

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Simple Truth #4: Inflation and Taxes are Money’s Enemies (Saving and Investing are Money’s Friends)

Inflation and taxes can wreak havoc on the best-laid financial plans unless you arm yourself with the knowledge and tactics to prevent the most damage. Today we’ll focus on inflation, which is one powerful enemy. Why? You can’t see it, there are are no laws protecting you from it and it’s not selective. Every single …

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

I’m a financial advisor. But I’m also a normal person just like you, and I know how difficult it is to be an American and somehow not feel it’s your duty to shop. Our economic and social system is based on capitalism, which is partly defined as the creation of goods and services for profit …

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Simple Truth #1: Procrastination is the Cause of Financial Fuzziness

In the course of my financial planning practice, I meet many people who share similar attitudes, fears or misconceptions about money management. It turns out that most people make money way more difficult and scary than it needs to be. In response to all this, I came up with 10 Simple Truths About Money in …

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