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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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Walking Away from a Mortgage – Is It a Viable Option?

by Cathy Curtis on March 28, 2011 in Home ownership, Women and Money, buying a house in the Bay Area, family finances, financial advice for women, mortgage financing, women and home ownership

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 [...]

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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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Truth 3 born to shop

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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Open Book

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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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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Financial Planning Client Trudy

“Making Home Affordable”

by Cathy Curtis on September 21, 2009 in budgeting help, buying a house in the Bay Area, family finances, financial planning for savvy women

On my last visit, we got into a chat about money because Trudy had just completed a loan modification and was more than happy to share the details with me. I was very interested because I knew banks were considering loan modifications, but hadn’t heard of anyone actually getting one.

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Let’s do the Numbers – Secrets of the FICO Score Revealed

by Cathy Curtis on August 31, 2009 in family finances, financial help, financial services

As a financial planner, I know too well how important good credit is to the financial health of my clients. Excellent credit is a financial asset that can pay huge dividends across all areas of your financial life. But the world of credit bureaus and credit reports can be a little confusing to many people. [...]

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