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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 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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Financial Planner’s Reading List: You Are What You Read

by Cathy Curtis on December 8, 2009 in Couples and Money, certified financial planner, family finances, financial advice for women

This past Sunday morning I (and, I suspect, millions of others) read an article in the New York Times Magazine by Elizabeth Weil. Married (happily) With Issues takes the reader along on a fascinating and personal journey in search of a more perfect union. Elizabeth Weil manages to convince her good sport of a husband, [...]

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Financial Planner Cathy Curtiss’ clients

Fee Only Financial Planner Dishes on House Buying in the Bay Area

by Cathy Curtis on July 18, 2009 in Couples and Money, Fee Only Financial Planner, Women and Money

In the meantime, Jim and I worked on their cash flow adding in housing costs (they’ve been clients since 2007). Both were adamant that they know the numbers and not get in over their heads. Jim has an inviolable goal, “I want a six month buffer of living expenses at all times.”

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Couples and Their Money – Yin and Yang

by Cathy Curtis on July 7, 2009 in Couples and Money, Fee Only Financial Planner

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.

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