Financial Goals

Women and Money-You Weren’t Born to Shop; How Your Money Personality affects Your Bank Account

Here is an interview with Cathy Curtis CFP of Curtis Financial Planning in Oakland, CA. Cathy is a fellow NAPFA member, and fee-only financial advisor who specializes in helping women with their finances. WomenandMoney051910 80% of American women will find themselves the sole keepers of their personal finances at some point during their lives, however,…

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Protect Yourself From a Ponzi Scheme

Bernard Madoff’s Ponzi Scheme, which allegedly helped defraud investors of $50 billion, is the latest example of how the financial services industry fails to protect those they serve. The market chaos coupled with this case and apparent inability of the Securities and Exchange Commission (SEC) to monitor large financial businesses highlights the intensifying need for…

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