Archive | financial plan RSS feed for this section
The_Behavior_Gap

Book Review: The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money

by Cathy Curtis on December 13, 2011 in comprehensive financial planning, financial plan, simple truths about money, women and financial planning

As a financial advisor, I published my free ebook, The 10 Simple Truths About Money, because I strongly believe that it’s true that, “Learning financial concepts and managing money can be intimidating, but it doesn’t have to be. There are simple truths about money that can change your life.”

Read full story • Comments { 0 }
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 }
truth 7

Simple Truth #5: The Longer You Live

by Cathy Curtis on June 28, 2010 in financial plan

Simple Truth #5  The Longer You Live the More Money You Will Need None of us knows how long we will live. But you can be sure that the longer you live the more money you will need – unless – you’re willing to reduce your lifestyle in retirement. According to IRS issued life expectancy [...]

Read full story • Comments { 5 }
inflation-and-taxes-picture2

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 [...]

Read full story • Comments { 4 }
Picture 2

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 [...]

Read full story • Comments { 2 }
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 }
Picture 10

The Best Laid Plans

by Cathy Curtis on October 7, 2009 in business plans, business strategist, financial plan, real estate finance

Mr. Buschel crunched numbers with an expert who had owned, run and built half a dozen restaurants. They used the best available data. A major conclusion: Based on the evidence, a clever, well-run restaurant could be successful in the Hamptons. Not exactly earth shattering information, but useful.

Read full story • Comments { 0 }

Financial Advisor Blog Network