Curtis Financial Planning

Women and Money

Happy Holidays: The Gift of Financial Self-Care

We originally published Happy Holidays: The Gift of Financial Self-Care in December 2016 and decided to give it a refresh for 2021.  The holiday season is a once-a-year mash-up of magic and madness. Indeed, it can be a challenge to find balance between the two. The moments of wonder with family and friends go hand-in-hand …

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5 Inspiring Statistics About Women and Investing

As a financial advisor who works primarily with women, I’m all too aware of the gender investment gap. Not only are women paid less than men on average (and therefore have less money to invest), but many women aren’t confident in their investment abilities. Unfortunately, this can result in lower returns—a contributing factor to the …

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Sustainable Investing Simplified

Over the years, the nomenclature around sustainable investing has morphed to the point of confusion. Besides “sustainable,” other descriptive terms for this investment style include environmental, social, and governance (typically referred to as ESG), socially responsible (SRI), and impact investing. You may also see the terms green, values-based, climate, intentional, or personal investing used to …

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Podcast Guests Share Expert Money and Life Advice for Women

This year, I’ve had the opportunity to interview six smart, savvy women, who are experts in their respective fields. I learned a lot from these remarkable women during our conversations and am grateful to them for generously sharing their expertise. To truly benefit from the wealth of knowledge these women possess, I highly recommend listening …

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Finding Your Style Can Save You Money

This article was originally published July 23, 2015. There was a time when men’s grooming and fashion were as complicated as women’s. But that time is long gone. In fact, the average American spends $161 per month on clothes, with women spending 76% more than men annually, according to CreditDonkey. And a recent study by …

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25 Tips to Get Your Clothes Shopping Habit Under Control

We originally published this article on June 16, 2018. If you’re like a lot of Americans, your spending habits may have changed during the Covid-19 pandemic. For many of us, staying at home meant spending less and saving more. And with nowhere to go, buying new clothes didn’t feel like a priority. Now that the …

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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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