Cathy Curtis Financial Planning








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How to cultivate relationships with female advisory clients
InvestmentNews editor Frederick P. Gabriel Jr. was the moderator. InvestmentNews: Our first panelist is Cathy Curtis, founder of Curtis Financial Planning. Cathy's practice targets female clients, and many of her clients are single women. Our next guest.

How to Tweet Your Way to Retirement Goals
Twitter is a very inexpensive way to keep my name out in front of the public and potential clients," says Cathy Curtis, a certified financial planner for Curtis Financial Planning in Oakland, Calif., who currently has more than 3,700 followers.

7 real retirement worries to focus on
but it’s not likely to stay that low,” says Certified Financial Planner professional Cathy Curtis of Curtis Financial Planning. “But you may be getting only 0.2 percent interest on your bank account. That’s not a good strategy unless you’re very.

ART/Cathy Curtis : In Irvine: A Plan For the City That Loves To Plan
Even though only 750 of the groups are professionally staffed, as a body they have surprising financial clout ... and "communitywide cultural planning." But the profile of each organization depends on the needs, resources and leadership of its community.

Catherine Curtis
Catherine Curtis is a fee-only independent financial advisor and ... Prior to establishing Curtis Financial Planning, Cathy worked as a Sales and Marketing Director at Torbitt & Castleman for over five years. Now with over 13 years of experience working.

Going, going ... a number of tax breaks to expire
Read more: Five tips for year-end tax planning ) But this year is also your last chance to use a large number of tax breaks that are scheduled ... for lower-income people," said Cathy Curtis, owner of Curtis Financial Planning in Oakland, Calif.

Baby Boomers Admit Their Biggest Money Mistakes
It's easy to fall in love with a house that costs more than you can afford. Cathy Curtis, a certified financial planner and founder of Curtis Financial Planning in Oakland, Calif., said she made this mistake — and still regrets it. When she was younger.

Baby boomers admit their biggest money mistakes
Younger generations could learn a thing or two about money from baby boomers. Not because the boomers have ... love with a house that costs more than you can afford. Cathy Curtis, a certified financial planner and founder of Curtis Financial Planning.

Tax Deductions You Can’t Afford to Miss in 2014
I'm not sure people realize how good that is," said Cathy Curtis, president of Curtis Financial Planning. "Now it's 100 percent of your premium. It's a fantastic benefit." You may also be able to deduct health insurance for an adult child under age 27.