Cathy Curtis - Curtis Financial Planning Blog Of Independent Means

What Exactly Does it Mean to be Rich? Ramit Sethi Tells All in His Book

I Will Teach You to be Rich

Until a few months ago, I hadn’t heard of Ramit Sethi (pronounced…
She's thirteen and already savvy. Abby and Mom Claire with 10 Simple Truths About Money

Let's do the Numbers - Secrets of the FICO Score Revealed

As a financial planner, I know too well how important good…
She's thirteen and already savvy. Abby and Mom Claire with 10 Simple Truths About Money

Living Within Your Means – 10 Tips on Saving Money

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When did dining-out, facials, manicures, pedicures, personal…
She's thirteen and already savvy. Abby and Mom Claire with 10 Simple Truths About Money

Fee Only Financial Planner Dishes on House Buying in the Bay Area

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In the meantime, Jim and I worked on their cash flow adding in housing costs (they’ve been clients since 2007). Both were adamant that they know the numbers and not get in over their heads. Jim has an inviolable goal, “I want a six month buffer of living expenses at all times.”
She's thirteen and already savvy. Abby and Mom Claire with 10 Simple Truths About Money

Couples and Their Money - Yin and Yang

Here is my advice to couples who are facing financial challenges and don’t see eye to eye on the value of a financial planner. Work together and see if you can find consensus. Remember one of the rules of marketing: What’s In It For Me? Help your partner understand there are benefits. Even though the process may be uncomfortable, and difficult to understand, the end results are what matter most.
Women and chocolate photo

Women and Money - Women in the Food Biz Talk Business Plans

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I recently hosted two panel discussions that focused on women entrepreneurs in the food business.
She's thirteen and already savvy. Abby and Mom Claire with 10 Simple Truths About Money

Fee Only Financial Planner Interviews Abby

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Two thoughts spring to mind about young people and money: the schools don’t teach our kids about money. And parents are a little shaky on this topic too, owing to cultural taboos around talking about money.