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, […]
Call it “finglish,” or financial English. Financial and economic terms dominate the news nowadays, amid talk of fiscal cliffs and eurozone troubles. Plus, new financial terms crop up all the time for a new product or strategy, like quantitative easing. Since the news is particularly ripe with financial terms right now, it is a great […]
I recently had the opportunity to speak to a group of women, all between 20 and 30 years old, about money. Many of them were living on their own for the first time and just starting their careers. It was also the first time they had ever talked to a professional about their personal finances, […]
Getting Comfortable With The Uncomfortable. (Or, How CrossFit is like Investing) In the past year, many people I know have taken up a new exercise program called CrossFit. When I see someone looking particularly sinuous and sleek I don’t even have to ask anymore – I know their regularly visiting the CrossFit gym. My super-fit […]
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
- Women and Money – Women in the Food Biz Talk Business Plans July 1, 2009
- Financial Advisor on Why You Weren’t Born To Shop (Simple Truth #3) February 20, 2010
- Women And Money: Primp Your LinkedIn Profile March 6, 2010
- Fee Only Financial Planner Interviews Abby June 23, 2009
- A New Resource for your Financial Planning Education October 25, 2013
- The Truth About Diversification October 9, 2013
- Buying A New Home? Some Common Misconceptions About Financing It June 26, 2013
- Emotionally Charged Money: Inheritance May 8, 2013
- Retirement Planning Strategies for Stay-at-Home Moms February 20, 2013
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