In 2001, the government gave self-employed workers a gift: a 401(k) plan that allows for greater amounts of tax-deferred income with less hassle to set up than any other retirement plan. The new plan, mostly called a Solo 401(k) or a Solo-k, beats traditional corporate 401(k)s in higher savings limits and in the ability to […]
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There are many actions you can take to improve your finances, and that’s sometimes the problem. I have compiled a short list of ideas that can make a real difference in your financial health. Copy and paste this short list into Evernote or other list-making software or print it out and tape it to your […]
OK, so you’re a stay at home mom and it’s your full-time job to raise the kids. (By the way, you’re not alone; five million women in the U.S. are stay-at-home moms.) That doesn’t mean you’re off the hook for retirement planning. You probably run the finances for the household and know where all the […]
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. According to IRS issued life expectancy tables, the life expectancy for a 25 year old is 83.2, […]
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 […]
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 […]
About Cathy Curtis
Cathy Curtis is an independent fee only Certified Financial Planner (CFP) and investment advisor who specializes in the finances of women, their families and businesses.
The Happiness Spreadsheet
- Financial Planner Helps You Discover Your Money Personality January 18, 2010
- Fee Only Financial Planner Interviews Abby June 23, 2009
- Women And Money: Primp Your LinkedIn Profile March 6, 2010
- Financial Planner on Why You Weren’t Born To Shop (Simple Truth #3) February 20, 2010
- Financial Advisor on Why You Weren’t Born To Shop (Simple Truth #3) February 20, 2010
- The Solo-K: Smart Retirement Planning for the Self-Employed April 21, 2014
- What is Your Financial Trigger? April 7, 2014
- Buying Your Own Home? Read This First March 17, 2014
- Real-life Financial Stories: Student Loan Debt February 24, 2014
- Short List for your Finances 2014 January 20, 2014
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