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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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Cathy Curtis, CFP

Our goal is to provide relatable and actionable advice for independent women who want to improve their life and finances.

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This article is the first in a four-part series to help you reduce your spending this year. I’ll be sharing the knowledge and experience I’ve …

The Inflation Reduction Act introduces several clean energy tax credits and rebates that may benefit environmentally conscious taxpayers. As a California-based financial advisor who works …

With the end of the year fast approaching, Tax Season may be the last thing on your mind. Yet in many ways, the final months …

After months of discussion and debate, President Biden announced on August 24, 2022 that many federal student loan borrowers will be eligible for some type …

Americans are some of the most generous people in the world. In 2021, Americans gave over $484 billion to charity, according to Giving USA’s 2021 …

On the face of it, Social Security benefits seem straightforward. You simply fill out some paperwork when you retire and start receiving your monthly amount. …

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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. 

Cathy Curtis, CFP®
Curtis Financial Planning