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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 [...]

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Financial Housekeeping: What To Do with Those “Old” 401(k)s

by Cathy Curtis on December 20, 2010 in 401(k) investing, financial help, investment management, retirement planning

There is no shame in owning multiple 401(k) or 403(b) accounts—the fact that they exist indicates a commitment to retirement saving. What may bring on a twinge of guilt (and rightfully so) is the neglect of these accounts, such as ignoring how the money is invested and leaving quarterly statements unopened. Sound familiar? Rest assured [...]

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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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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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