
Of Independent Means

Welcome to Of Independent Means, written by Cathy Curtis, CFP®.
Cathy has been featured in The Wall Street Journal, InvestmentNews, Money Magazine, Financial Planning Magazine, has appeared on ABC, KTVU and KGO, and is a regular contributor to AOL’s DailyFinance business and financial news section.
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Our goal is to provide relatable and actionable advice for independent women who want to improve their life and finances.
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Charitable Giving, Part 2: Which Charitable Organizations Should You Donate To?
This article is part two in a four-part blog series focused on charitable giving and will address the question: Which charitable organizations should you donate to?
Charitable Giving, Part 1: How Much Should You Give to Charity?
This article is the first in a four-part blog series focused on charitable giving and will address the question: How much should you give to …
How to Take Control of Your Spending This Year, Part 4: Budgeting and Tracking Your Spending
This article is part four of a four-part series to help you reduce your spending this year. In part three, you identified what triggers your …
How to Take Control of Your Spending This Year, Part 3: What Triggers Your Overspending Habit?
This article is part three of a four-part series to help you reduce your spending this year. In part two, I took you through a …
How to Take Control of Your Spending This Year, Part 2: Identifying Your Spending Weakness
This article is part two of a four-part series to help you reduce your spending this year. In part one, I shared a simple hack …
SECURE 2.0 Act Cliff Notes (So You Don’t Have to Read the Whole Thing)
On December 29, 2022, President Biden signed into law a $1.7 trillion spending package, which includes the SECURE 2.0 Act, legislation that changes the rules …
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Our goal is to be your fiduciary financial partner so that you can focus on the rest of your life. If you’re ready to delegate the details of your financial life to an expert, get started today by scheduling an introductory call with Cathy.
