Curtis Financial Planning

Women and Money

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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Why Do We Procrastinate about Finances?

This article was originally published January 25, 2018. Personal finance is something that’s easy to put on the back burner. I hear it from clients all the time: I only have $200,000 saved for retirement and I’m already 62 years old! I’m co-signing all of my child’s student loans, and I realized I’m nowhere near …

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Women: Take Control of Your Financial Future

Recently, Business and Tech asked me to participate in a panel of experts for an article called “Taking Control of Your Financial Future.” Below are some of the key points I shared during our discussion, which focus on the specific personal finance issues women often face. I think all women can benefit from working with …

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Why We Should Talk About Women’s Financial Empowerment Now More than Ever

This article was originally published June 16, 2018. In celebration of National Financial Literacy Month and our ongoing commitment to women’s financial empowerment, we thought we’d give it a refresh for 2021. Millions of women worldwide took to the streets on January 21, 2017, one day after former President Trump’s inauguration. The Women’s March, now …

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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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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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Estate Planning Documents Every Single Woman Needs

Estate planning is an essential part of anyone’s financial plan. I’ll explain in this article why it’s critical for single women. If you don’t have a proper plan in place, your state’s laws will dictate who receives the assets under your estate. State laws usually designate beneficiaries in this order: spouse, children, grandchildren, parents, grandparents, …

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Single and Thinking About Retirement? Five Tips to Help You Get There

Most of us dream about the day that we can take a break. We envision a full, long-lasting retirement that is free of financial worries and packed with more of the things we enjoy spending our time on. Whether you’re planning to retire at the traditional age of 65 or you’re aiming to get there …

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