Curtis Financial Planning

comprehensive financial plan

Late-Career Women and Burn-Out or When Can I Retire?

Does this sound like you? – 50-60 ish, – have been working for 30-40 years, – salaried employee, – your boss is a pain, – co-workers are all 20-30 years younger than you, – some days are better than others, – someone asks: when do you want to retire? and you say “tomorrow.” If you …

Late-Career Women and Burn-Out or When Can I Retire? Read More »

How to Prepare For An Encore Career

Ready for a career change? More and more people are rethinking success at midlife or retirement, and considering a shift to more meaningful, purpose-driven work. Combining a desire for social contribution, entrepreneurial passion, a job that’s not-just-a-job, and – often – continued income, encore careers are an appealing fresh start. Whatever your encore career goals, …

How to Prepare For An Encore Career Read More »

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.

Do NOT follow this link or you will be banned from the site!