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Englewood Cliffs, NJ, October 17, 2013 – There are more reasons than ever for investors to seek long-term financial advice. From trying to figure out the impact of Washington gridlock on a portfolio to understanding how to make the right choices in a.
Certified financial planner Cathy Curtis —founder and owner of Curtis Financial Planning , which works exclusively with female clients—said the women she advises are generally invested appropriately in their 401(k) plans. "Where I see them being more .
quot;There is so much competition in these services that there can be surprising cost savings," added Cathy Curtis , CFP and owner of Curtis Financial Planning . Additionally, see if you qualify for unemployment benefits, even if you never imagined yourself.
When times are tough — or there is something you really, really want — it's tempting to withdraw from your 401k for a loan. Many employers offer 401k plans that grant participants the option to take out a loan. You might like the flexibility that.
quot;High-net worth people tend to use Roths as estate-planning tools. High-middle income people use Roths as part of their own retirement strategies," said Cathy Curtis , a certified financial planner and founder of the fee-only investment advisory firm.
The Denver Business Journal is honoring the company executives charged with oversight of their business' financial planning , reporting and compliance – regardless of their official titles — with its 2017 Top Financial Executive awards. So, whether.
Cathy Curtis , CFP, and owner of Curtis Financial Planning , LLC, says that 529 plans can also be a good estate planning tool, because these accounts can be “super-funded,” meaning that you can contribute up to five years of gifts (at up to $14,000 per.
Cathy Curtis, a certified financial planner who focuses on "savvy women and their families," said most of the women she works with have taken the lead on finances for themselves and their families and are ready for the financial-planning process.
Peak moving season is fast approaching, but most older Americans won't be going anywhere. Almost three-quarters of Americans over age 45 feel strongly that they want to stay in their current residence as long as possible, and another 13 percent believe .
Curtis Financial Planning has an annual sales volume of 0 - 500K. .For more information contact Cathy Curtis, Chief Executive Officer or go to www.curtisfinancialplanning.com Curtis Financial Planning provides Commercial Services, Rollovers, Business.
That's a huge amount for lower-income people," said Cathy Curtis, owner of Curtis Financial Planning in Oakland, Calif. Teachers will lose out because of the expiration of a provision that lets them deduct up to $250 of their spending on classroom supplies.
Why is it so hard to talk to clients about fees? Cathy Curtis, a San Francisco Bay Area planner and the founder of Curtis Financial Planning, explains how full disclosure can help bring the right clients through your door.
As a new retiree, you're exhilarated with the notion that each new day dawns with no schedule. You can sleep in or get up early. You can fiddle around the house all day or go out with friends. You can stay out late. You can have another glass of wine.