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, […]
July 26, 2012 This past week I’ve been thinking about mom non-stop. So many images and memories flashing through my head from the past. And then writing this eulogy…how can a few paragraphs portray this wonderful woman and all the love we had for her? Imagine this: Raising six children: Patty, Steph, Me, Clare, Greg […]
The “fiscal cliff” and “taxageddon” refer to a convergence of fiscal events (or government spending and tax policies that influence the economy) slated to occur almost simultaneously at the end of 2012. If these terms aren’t on your radar yet, they are sure to be soon, as the media loves nothing better than drama and […]
On my drives to visit my mom at her assisted living home in Petaluma, California, I reflect on how lucky my siblings and I are that she is comfortable and well cared for and that my parents were vigilant savers. Mom will be 91 in July. She voluntarily moved into an assisted living home in […]
It was a beautiful sunny Saturday afternoon and the light was streaming in the windows of the cozy art studio. A long table was covered in butcher paper and cheese and crackers, frittata and chocolate bars were ready to be consumed. As Tamara and I finished getting the room ready for our workshop, the attendees […]
I came up with a brainstorm in my usual place (the shower) one morning. I had been thinking about the cash flow work I do with my clients and how it almost always initiates a discussion about what they want more of in life. It usually goes like this: We review the fixed or essential […]
Does this sound familiar? December rolls around and your mailbox is full of solicitations from charities and non-profit organizations that need your money. You get busy with the holidays—parties, family, travel—and on December 31, you realize that you haven’t made any donations. You kick yourself but realize there is no way you’re going to get […]
On October 24, 2011, President Obama announced changes to HARP (Homeowner Affordable Refinance Program) to allow more underwater homeowners to qualify for the benefit. This new program was dubbed HARP 2.0. Each mortgage lender was allowed to set its own schedule for implementing the enhancements. For example, lenders needed to re-program their automated underwriting systems […]
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 […]
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.”
About Cathy Curtis
Cathy Curtis is a fee only Certified Financial Planner (CFP) and investment advisor who specializes in the finances of women, their families and businesses.
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- Kristina: I love this analogy...it's memorable, relatable a...
- Fern LaRocca CFP® EA: So sorry for your loss. .... Fern LaRocca CFP®...
- Heather O\'Neill: Cathy: I was so sorry to hear about the passing...
- Kristina: Cathy - I am deeply sorry for your loss. My heart ...
- Kristina: Thanks for sharing you and your Mom's personal st...
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