A new year is almost upon us—always a good time to look towards the future and recommit to past goals or create new ones especially when it comes to our personal finances. Just in time to help with your goal-setting, here is a list of 12 simple steps you can take with your money in [...]
Book Review: The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money
As a financial advisor, I published my free ebook, The 10 Simple Truths About Money, because I strongly believe that it’s true that, “Learning financial concepts and managing money can be intimidating, but it doesn’t have to be. There are simple truths about money that can change your life.”
Revisiting: Contrary to Popular Opinion, You Were Not Born to Shop
Contrary to popular opinion, you were not born to shop. If you are a woman who loves clothes and fashion (c’est moi) this may be debatable. However, most of us have to curb our enthusiasm for adornment lest we wreak havoc on our cash flow and personal net worth. Over the years, I’ve developed a [...]
Women and the Media, Revisited.
Last week, I attended a screening of Jennifer Seibel Newsom’s new film, Miss Representation. It was a fun night out with the girls on a beautiful summer evening, but the movie’s content wasn’t uplifting, nor was it meant to be. The film documents the role of media in today’s society and how it marginalizes women [...]
Stock Market Volatility Doesn’t Imply Direction of the Stock Market – It’s The Price We Pay for a Higher Return
Stock market volatility doesn’t imply direction of the stock market – it’s the price we pay for a higher return. Repeat this phrase to yourself whenever you feel anxiety overcoming logic and you’re tempted to sell your stocks into cash. After you calm down, take time to review your portfolio to determine whether it’s allocated in [...]
“Finglish” Lesson #2: Common Terms Used by the Media, Economists and Financial Pundits
It feels like 2008 all over again as stock markets world wide gyrate to the whims of panicked investors. Headlines are dominated by market activity and news articles proliferate struggling to explain what the heck is going on! Because not all industry jargon is comprehensible to the average reader, the following list endeavors to explain [...]
A “Finglish” Tutorial
A recent article in the Wall Street Journal by Brett Arends, “A Tip for Financial Advisers: When Possible, Use English,” began with the statement, “If you’re in the finance industry, there’s a simple way to make your clients a lot happier: speak English.” But it’s not as easy as it sounds. The reality is that [...]
Book Review: The Ten Trillion Dollar Gamble: The Coming Deficit Debacle and How To Invest Now
U.S. federal deficits and the national debt are hot topics these days and for good reason. The federal deficit in 2010 was $1.3 trillion and the amount of gross federal debt outstanding (the national debt) is now $14 trillion. No one expects these to stop growing anytime soon. Economists call the U.S. type of deficit [...]
Walking Away from a Mortgage – Is It a Viable Option?
During the peak of the real estate buying frenzy (2005–2007) many Americans decided to invest in real estate other than their homes in the hopes of capital gains. Unfortunately, when the bubble burst, the ensuing credit crisis left these investors with a moral dilemma. Many of these investors are just ordinary folks who pay their [...]
Book Review: Small Business Taxes Made Easy, 2nd edition, by Eva Rosenberg.
As a financial advisor, I’ve read my share of tax books. So, I poured myself a strong cup of coffee, made sure I wasn’t too comfortable and opened Small Business Taxes Made Easy by Eva Rosenberg. After reading the first few pages, I realized that this tax book was different. First of all, I enjoyed [...]
About Cathy Curtis
Cathy Curtis is an independent fee only Certified Financial Planner (CFP) and investment advisor who specializes in the finances of women, their families and businesses.
10 Simple Truths e-Book
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Financial Planner Helps You Discover Your Money Personality
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Fee Only Financial Planner Interviews Abby
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Women And Money: Primp Your LinkedIn Profile
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Financial Planner on Why You Weren’t Born To Shop (Simple Truth #3)
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Women and the Media, Revisited.
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12 Simple Steps to Financial Success
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Book Review: The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money
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Revisiting: Contrary to Popular Opinion, You Were Not Born to Shop
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Women and the Media, Revisited.
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Stock Market Volatility Doesn’t Imply Direction of the Stock Market – It’s The Price We Pay for a Higher Return
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Cathy Curtis: Hi Maria, Money talks! For sure. Cathy...
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Tamara Holland: Way to go, Cathy. This is a great post about the ...
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Candyce Edelen (@CandyceEdelen): Great points, Cathy. With the substantial increase...
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maria: I really appreciate the fact that in all the bad n...
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