Tag Archives: financial planning
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 }

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 [...]

Read full story • Comments { 0 }
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.

Read full story • Comments { 5 }
youareyourcreditscore

Simple Money Truth # 7: You Are Your Credit Score

by Cathy Curtis on January 12, 2011 in Fee Only Financial Planner, simple truths about money

Your credit score is the single most important tool institutions use to determine your creditworthiness. Without a credit score of 700 or over, you won’t get the best rates on mortgages and car loans, and you may not get that apartment or job that you dream of. Your credit score can also affect the price you pay for auto insurance. A low credit score can prevent you from getting what you want or make what you get much more expensive!

Read full story • Comments { 2 }
Truth 3 born to shop

Financial Planner on Why You Weren’t Born To Shop (Simple Truth #3)

by Cathy Curtis on February 20, 2010 in I don't want to be a bag lady, budgeting help, cash flow planning, family finances

I’m a financial planner. But I’m also a normal person just like you, and I know how difficult it is to be an American and somehow not feel it’s your duty to shop. Our economic and social system is based on capitalism, which is partly defined as the creation of goods and services for profit [...]

Read full story • Comments { 6 }
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 }
Women and Money – Women in the Food Biz Talk Business Plans

Women and Money – Women in the Food Biz Talk Business Plans

by Cathy Curtis on July 1, 2009 in Fee Only Financial Planner, Women and Money, Women in Business

I recently hosted two panel discussions that focused on women entrepreneurs in the food business.

Read full story • Comments { 5 }

Financial Advisor Blog Network