I’d like to introduce Erin Fleming McCloskey. Erin is just starting her career as a financial planner. She passed the CFP examination on the first try which is something to be proud of as the pass rate is about 63.5%. Lucky for me, Erin is a paraplanner with my firm, Curtis Financial Planning, LLC. Erin […]
There are many actions you can take to improve your finances, and that’s sometimes the problem. I have compiled a short list of ideas that can make a real difference in your financial health. Copy and paste this short list into Evernote or other list-making software or print it out and tape it to your […]
When I get an extra hour in a day, I like to go on-line and read my favorite financial blogs. Not only do they keep me up-to-date on business news, but I always learn something that I can use in my life or share with clients. I have a feeling that this pastime is not […]
This month I was honored to be asked to be part of the inaugural CNBC Digital Financial Advisor Council. The council was conceived by Jim Pavia, formerly editor of InvestmentNews and now digital editor at CNBC. Jim’s mission as a journalist is to educate the public about personal finance and the importance of long term […]
Most investment advisors (including me) believe that building and maintaining a diversified portfolio is the most prudent way to invest clients’ money. Not only do numerous studies of asset class returns back this up, but no matter how smart and experienced the advisor is, it’s near impossible to predict with consistency which asset class will […]
Due to a combination of low interest rates and improving household balance sheets, the housing market is heating up. For example, in the San Francisco Bay Area, it isn’t uncommon for final sale prices to end up to 25% over asking prices. Due to this competitive environment, it pays to understand home financing and not […]
You may be one of the many Baby Boomers or Gen-Xers who have received an inheritance or will in the not too distant future. It has been documented that the wealth transfer from the “Greatest Generation” to their heirs will total $14 trillion. If you’ll be receiving an inheritance, it pays to prepare yourself, as no money […]
OK, so you’re a stay at home mom and it’s your full-time job to raise the kids. (By the way, you’re not alone; five million women in the U.S. are stay-at-home moms.) That doesn’t mean you’re off the hook for retirement planning. You probably run the finances for the household and know where all the […]
According to news reports, when Katie Holmes and Tom Cruise announced their divorce, there wasn’t much of a question of how the couple’s assets would be split. That’s because a detailed prenuptial agreement outlined exactly what would happen, financially speaking, if the couple split. It’s been said that Holmes walked away with only those assets […]
The following is a guest post by Laurie Zerga, founder and Chief Culinary Officer of Chef-K, Culinary Health Education for Kids. Laurie’s company provides culinary programs that combine nutrition, the science of food safety, cooking instruction and table etiquette for kids ages five through eighteen. Her primary clients are organizations that support youth and families, […]
About Cathy Curtis
Cathy Curtis is a fee only Certified Financial Planner (CFP) and investment advisor who specializes in the finances of women, their families and businesses.
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- Financial Planner Helps You Discover Your Money Personality January 18, 2010
- Financial Advisor on Why You Weren’t Born To Shop (Simple Truth #3) February 20, 2010
- Women and Money – Women in the Food Biz Talk Business Plans July 1, 2009
- Women And Money: Primp Your LinkedIn Profile March 6, 2010
- Alice Anna Disse, My Mother July 26,1921- July 18, 2012 July 27, 2012
- Real-life Financial Stories: Student Loan Debt February 24, 2014
- Short List for your Finances 2014 January 20, 2014
- Interesting Financial Blogs – Really! January 13, 2014
- A New Resource for your Financial Planning Education October 25, 2013
- The Truth About Diversification October 9, 2013
- Kristina: I love this analogy...it's memorable, relatable a...
- Fern LaRocca CFP® EA: So sorry for your loss. .... Fern LaRocca CFP®...
- Heather O\'Neill: Cathy: I was so sorry to hear about the passing...
- Kristina: Cathy - I am deeply sorry for your loss. My heart ...
- Kristina: Thanks for sharing you and your Mom's personal st...
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