Curtis Financial Planning

Women and Money

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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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 …

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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 …

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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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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 …

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