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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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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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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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Women and Money – Women in the Food Biz Talk Business Plans

Women and Money – Women in the Food Biz Talk Business Plans

by Cathy Curtis on July 1, 2009 in Fee Only Financial Planner, Women and Money, Women in Business

I recently hosted two panel discussions that focused on women entrepreneurs in the food business.

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Abby and Claire

Fee Only Financial Planner Interviews Abby

by Cathy Curtis on June 23, 2009 in Fee Only Financial Planner, Teens and Money, Young people and money

Two thoughts spring to mind about young people and money: the schools don’t teach our kids about money. And parents are a little shaky on this topic too, owing to cultural taboos around talking about money.

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