Archive | financial advice for women RSS feed for this section
shoppinggirl

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 [...]

Read full story • Comments { 0 }
Photo Aug 07, 1 32 16 PM

“Finglish” Lesson #2: Common Terms Used by the Media, Economists and Financial Pundits

by Cathy Curtis on August 8, 2011 in financial advice for women, stock market, wealth manager

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 [...]

Read full story • Comments { 0 }

A “Finglish” Tutorial

by Cathy Curtis on June 2, 2011 in financial advice for women, financial help, financial services, investment advisor, simple truths about money, women and finances

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 [...]

Read full story • Comments { 1 }
ten_trillion

Book Review: The Ten Trillion Dollar Gamble: The Coming Deficit Debacle and How To Invest Now

by Cathy Curtis on June 1, 2011 in 401(k) investing, financial advice for women, investment management, sf bay area investment advisor, wealth manager

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 [...]

Read full story • Comments { 0 }

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 [...]

Read full story • Comments { 0 }
IMG_1983

Hello again my lovely blog!

by Cathy Curtis on October 27, 2010 in advisor you can trust, east bay investment advisor, financial advice for women

Dear Of Independent Means Blog: I know you don’t understand why I abandoned you right after you got such a gorgeous face-lift (thanks to Stephanie Sammons of WiredAdvisor.com, but it’s not your fault. You’ve never looked better. It’s just that I’ve been awfully busy helping clients with their finances, speaking about investments at the Commonwealth [...]

Read full story • Comments { 2 }
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, [...]

Read full story • Comments { 0 }
Michelle in Yellow Sheath

Abandon The Cart!

by Cathy Curtis on October 26, 2009 in budgeting help, financial advice for women, financial plan, financial planning

You wrap your hands around your shopping cart and feel your heartbeat quicken as you enter the store. Your senses are heightened by that familiar junk-food aroma particular to Target. You take the long way to the work-out clothes department. You want a quick peak at the women’s clothing. You suddenly remember that Target’s latest clothing [...]

Read full story • Comments { 0 }
images

I Will Teach You to Tweet – Women in Consulting Twitter Panel in San Francisco

by Cathy Curtis on September 19, 2009 in business strategist, certified financial planner, financial advice for women

Hi everyone! Public appearance alert. I’m honored to be part of a distinguished panel dishing about all things Twitter at a Women in Consulting event at the Sir Francis Drake Hotel. This is coming up soon and I wanted to make sure you know all the details. What:   Tips, Tools and Tricks to Make Twitter [...]

Read full story • Comments { 2 }

Financial Advisor Blog Network