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12 Simple Steps to Financial Success

by Cathy Curtis on December 29, 2011 in Women and Money, budgeting help, cash flow planning, family finances, financial planning for savvy women, simple truths about money, women and finances, women and financial planning

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 [...]

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Revisiting: Contrary to Popular Opinion, You Were Not Born to Shop

by Cathy Curtis on November 18, 2011 in Women and Money, budgeting help, cash flow planning, financial advice for women, financial plan, financial planning, financial planning for savvy women, professional women, women and finances, women and financial planning

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 [...]

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Budgeting, Revisited.

by Cathy Curtis on November 22, 2010 in bag lady, budgeting help, cash flow planning

Budgeting,Revisited. Fee Only Financial Planner says: Develop a workable tracking system and you are more likely to stay within your budget.

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

by Cathy Curtis on July 2, 2010 in Uncategorized, budgeting help, cash flow planning, family finances

  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 #4: Inflation and Taxes are Money’s Enemies (Saving and Investing are Money’s Friends)

by Cathy Curtis on March 31, 2010 in Couples and Money, Fee Only Financial Planner, advisor you can trust, cash flow planning, financial plan

Inflation and taxes can wreak havoc on the best-laid financial plans unless you arm yourself with the knowledge and tactics to prevent the most damage. Today we’ll focus on inflation, which is one powerful enemy. Why? You can’t see it, there are are no laws protecting you from it and it’s not selective. Every single [...]

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Financial Planner on Why You Weren’t Born To Shop (Simple Truth #3)

by Cathy Curtis on February 20, 2010 in I don't want to be a bag lady, budgeting help, cash flow planning, family finances

I’m a financial planner. 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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Financial Planner Helps You Discover Your Money Personality

by Cathy Curtis on January 18, 2010 in Couples and Money, cash flow planning, certified financial planner, family finances

The First Simple Truth About Money was about procrastination and financial fuzziness. The idea is that your non-actions around money can lead to bigger difficulties down the road. If you read the post, I hope that it caused you to make some behavioral changes. (Please write a comment and let me know if it did!) [...]

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10 Simple Truths About Money ~ Here’s No. 1

by Cathy Curtis on December 21, 2009 in Fee Only Financial Planner, budgeting help, cash flow planning, certified financial planner, family finances, financial plan

In the course of my financial planning practice, I meet many people who share similar attitudes, fears or misconceptions about money management. It turns out that most people make money way more difficult and scary than it needs to be. So in response to all this, I came up with 10 Simple Truths About Money [...]

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Planning and Chance

by Cathy Curtis on November 6, 2009 in cash flow planning, comprehensive financial planning, family finances, financial help, retirement planning

    The moment I heard about the Bay Bridge near-catastrophe….I thought oh, my God, that could have been me, my husband, or any one of the many people I know and love who cross the Bridge regularly. As it turned out, I did know one of the people who was on the bridge that [...]

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Cash Flow Planning: Debt and Generation X

by Cathy Curtis on October 13, 2009 in budgeting help, cash flow planning, comprehensive financial planning, financial help

The primary reason my 20 and 30 year old clients hire me is to help them with debt management, cash flow and budgeting.

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