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12 Simple Steps to Financial Success

by Cathy Curtis on December 29, 2011 in Women and Money, budgeting help, cash flow planning, family finances, financial planning for savvy women, simple truths about money, women and finances, women and financial planning

A new year is almost upon us—always a good time to look towards the future and recommit to past goals or create new ones especially when it comes to our personal finances. Just in time to help with your goal-setting, here is a list of 12 simple steps you can take with your money in [...]

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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 [...]

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FULL LOGO

Women and the Media, Revisited.

by Cathy Curtis on September 26, 2011 in Women and Money, women and finances, women and financial planning

Last week, I attended a screening of Jennifer Seibel Newsom’s new film, Miss Representation. It was a fun night out with the girls on a beautiful summer evening, but the movie’s content wasn’t uplifting, nor was it meant to be. The film documents the role of media in today’s society and how it marginalizes women [...]

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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 [...]

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Smal Business Taxes Made Easy

Book Review: Small Business Taxes Made Easy, 2nd edition, by Eva Rosenberg.

by Cathy Curtis on March 7, 2011 in Women and Money, Women in Business, small business planning, tax planning, women entrepreneurs

As a financial advisor, I’ve read my share of tax books. So, I poured myself a strong cup of coffee, made sure I wasn’t too comfortable and opened Small Business Taxes Made Easy by Eva Rosenberg. After reading the first few pages, I realized that this tax book was different. First of all, I enjoyed [...]

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Fashion, Food, Finance & Fun

Women and Money: Women Have Unique Financial Planning Needs

by Cathy Curtis on February 14, 2011 in Women and Money, Women in Business, east bay financial planner, financial planning for savvy women, woman owned financial planning firm, women and finances, women and financial planning, women entrepreneurs

In my living room sat an architect, a CPA, a healthcare executive, a innovation consultant, a marketing and branding expert, a retired attorney, a writer for the Huffington Post, a clutter coach, an interior designer, a home staging specialist, a jewelry designer, a technical writer, and a newspaper columnist.

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Girls Gotta Do Business

Girls Gotta Do Business

by Cathy Curtis on August 8, 2010 in Women and Money, Women in Business, women and finances, women entrepreneurs

It was my pleasure to moderate a panel of women who have made it part of their life’s work to help and support women entrepreneurs. Julie Abrams as CEO of Women’s Initiative; Alison Covarrubias as Co-Founder of The Hatch Network; Baat Enosh of  NCWIT and Women 2.0 and Ayesha Mathews-Wadhwa as a Director of Savor [...]

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Members of the Oakland Hatch Network Class

To Hatch Or Not To Hatch

by Cathy Curtis on November 21, 2009 in Women and Money, Women in Business, business strategist, financial planning for savvy women, professional women, women entrepreneurs

  Last week I had the pleasure and satisfaction of watching six women entrepreneurs present their business stories to their peers and loved ones at the Slate Gallery in Oakland’s Temescal District. Each woman had just completed a 12 week course in entrepreneurship developed by the Hatch Network, a new, San Francisco-based company whose mission [...]

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Tighten Your Belt

10 Ways to Save Money and Not Feel Deprived

by Cathy Curtis on August 18, 2009 in Women and Money

Living Within Your Means – 10 Tips on Saving Money When did dining-out, facials, manicures, pedicures, personal trainers, pricey haircuts, books, magazines, CD’s, I-Phones and expensive annual vacations become necessities? How did we get here? This fee-only financial planner contemplates this question as client after client comes in with cash flow issues — agonizing over credit card [...]

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It Is Better To Give Than To Receive

Tax Planning Tutorial: This Fee Only Planner Thinks It’s Time To Clear up the Confusion Over the Gift Tax Law

by Cathy Curtis on August 15, 2009 in Women and Money, tax planning

There are many confusing tax laws, but the one that seems to generate the most misunderstanding is the gift tax law. Everyone seems to be aware that people can give up to $13,000 (this amount is periodically adjusted for inflation) a year with no tax consequences – but beyond that it’s fuzzy. A client asked me today if she would have to pay tax on a $100,000 gift her parents were planning to give her to buy a house. The answer is no.

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