Curtis Financial Planning

Women and Money

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 …

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

Selfcare, Learning And Trying New Things During The Age Of COVID And Black Lives Matter

As our usual routines and habits get upended and disrupted due to COVID, we have had to find new ones to replace them. The way we dress, eat meals, get exercise, socialize, work, and play has changed. I have discovered new ways to practice self-care. I renewed my interest in more in-depth learning, particularly about …

Selfcare, Learning And Trying New Things During The Age Of COVID And Black Lives Matter Read More »

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 …

Financial Windfalls: How to Manage Sudden Wealth Read More »

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 …

A Great Alternative to Grocery Stores: Farmer’s Markets Read More »

5 Unique Things to Buy To Help Ease Your Anxiety 

I have gotten a special thrill out of being a curator of delightful, beautiful or delicious things and sharing them with my friends. With the pandemic crisis, I think we can all use more simple pleasures to lift our spirits and ease our anxiety.  In the act of treating ourselves or others, we can support …

5 Unique Things to Buy To Help Ease Your Anxiety  Read More »

THE CARES ACT REVIEW PART V: Health Provisions

One of the objectives of the Coronavirus Aid, Relief and Economic Security Act (CARES) is to help people get the care they need with fewer obstacles and less-in-person contact. It adds to the health provisions in a bill passed in March – the Families First Coronavirus Response Act (FFCRA). The CARES ACT health provisions will …

THE CARES ACT REVIEW PART V: Health Provisions Read More »

Updated for 2020: Triple Tax Savings For You: Health Savings Plan (HSAs) Explained

If you don’t know about Health Savings Accounts (HSA’s) and are eligible to open one, you’re missing out on an excellent savings vehicle with fantastic tax benefits. What is an HSA? An HSA is a tax-exempt trust or custodial account established with a bank, insurance company or other IRS-approved entity. They are triple tax-advantaged – …

Updated for 2020: Triple Tax Savings For You: Health Savings Plan (HSAs) Explained Read More »

The CARES Act Review Part IV- The Paycheck Protection Program

Included in the CARES Act is $350 billion for a small business loan program called the Paycheck Protection Program. This program intends to get money into the hands of small business owners quickly so that they can continue operations and pay their employees. The SBA is working with 1,800 approved lenders and plans to add …

The CARES Act Review Part IV- The Paycheck Protection Program Read More »

Silver Linings Amid Calamity Or, How I’m Trying to Keep Sane Sheltering At Home

I could almost hear a collective groan as I read this text today: “Public Health shelter at home extended through May 3.” May 3?? That’s another 33 days! Meanwhile, while scrolling my Twitter and Instagram feeds, I’ve noticed an increase in angst and desperation, but also humor: “I just disinfected a box of disinfectants. I …

Silver Linings Amid Calamity Or, How I’m Trying to Keep Sane Sheltering At Home Read More »

Do NOT follow this link or you will be banned from the site!