Curtis Financial Planning

budgeting

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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Creating New Spending Habits After Shelter-In-Place

One of the most desired and, at the same time, hardest-to-do financial tasks is to create a budget and stick to it. I know this from my personal experience and that of my clients. It is the rare person who enjoys purposefully creating spending limits – because that is what a budget does – it sets limits …

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Budgeting for Happiness with Spreadsheets On Spreadsheet Day

Nowadays, it seems there is a “day” for everything. And, today, October 17, is spreadsheet day. Spreadsheet day commemorates the day the first spreadsheet program, Visicalc, was released way back in 1979. Spreadsheets are a great tool because they help us to organize and categorize data into a logical format. Then, we can use them to analyze …

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How To Eat Locally On A Budget:Tips from 4 Locavores

  San Francisco is on the leading edge of the locavore movement.  It’s also one of the most expensive cities in the U.S.  No wonder the Commonwealth Club program at the Port Commission room at the Ferry Building housed a sell-out crowd this past Wednesday night. The topic: how to eat locally on a budget. …

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Simple Truth #3: Contrary to Popular Opinion, You Were NOT Born to Shop

I’m a financial advisor. But I’m also a normal person just like you, and I know how difficult it is to be an American and somehow not feel it’s your duty to shop. Our economic and social system is based on capitalism, which is partly defined as the creation of goods and services for profit …

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Living Within Your Means – 10 Tips on Saving Money

When did dining-out, facials, manicures, pedicures, personal trainers, pricey haircuts, books, magazines, CD’s, I-Phones and expensive annual vacations become necessities? How did we get here? This fee-only financial planner contemplates this question as client after client comes in with cash flow issues – agonizing over credit card statements, wondering how they can keep up with an avalanche …

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