Author - Cathy Curtis, CFP®

1
Interesting Financial Blogs – Really!
2
Emotionally Charged Money: Inheritance
3
Retirement Planning Strategies For Stay-At-Home Moms
4
Do You Need A Prenup?
5
A Financial English Primer

Interesting Financial Blogs – Really!

When I get an extra hour in a day, I like to go on-line and read my favorite financial blogs. Not only do they keep me up-to-date on business news, but I always learn something that I can use in my life or share with clients. I have a feeling that this pastime is not shared with many (other than my financial advisor friends) but I do know that we all want to be smarter about our money. Be honest – how many of you made a New Year’s resolution that had something to do with your finances?

The following …

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Emotionally Charged Money: Inheritance

You may be one of the many Baby Boomers or  Gen-Xers who have received an inheritance or will in the not too distant future. It has been documented that the wealth transfer from the “Greatest Generation” to their heirs  will total $14 trillion. If you’ll be receiving an inheritance, it pays to prepare yourself, as no money is more emotionally charged than inherited money.

How Do You Feel About Your Inheritance?

Maybe the money is emotionally charged because you know how hard your parents worked for it. You watched your dad go to work everyday and your mom cook, clean …

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Retirement Planning Strategies For Stay-At-Home Moms

OK, so you’re a stay at home mom and it’s your full-time job to raise the kids. (By the way, you’re not alone; five million women in the U.S. are stay-at-home moms.) That doesn’t mean you’re off the hook for retirement planning. You probably run the finances for the household and know where all the money goes in the present, but it’s also important to think about the future and retirement.

Making Retirement Planning a Priority

It’s important to make retirement planning a priority because retirement is expensive. It can be 30 years or more of living with a reduced …

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Do You Need A Prenup?

According to news reports, when Katie Holmes and Tom Cruise announced their divorce, there wasn’t much of a question of how the couple’s assets would be split. That’s because a detailed prenuptial agreement outlined exactly what would happen, financially speaking, if the couple split. It’s been said that Holmes walked away with only those assets that she brought into the marriage.

Prenups aren’t unusual for celebrity types or the super wealthy, but they aren’t as common for the simply well-off folks who aren’t in the spotlight. This could be a mistake. There are social trends that make having a prenup …

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A Financial English Primer

Call it “finglish,” or financial English. Financial and economic terms dominate the news nowadays, amid talk of fiscal cliffs and eurozone troubles. Plus, new financial terms crop up all the time for a new product or strategy, like quantitative easing.

Since the news is particularly ripe with financial terms right now, it is a great time for us to learn some common finance terms. Some finglish terms are often confused and used improperly in the media. Hopefully, this will increase your financial knowledge, help you to understand the key issues we’re facing and communicate better with your financial advisor.

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