Curtis Financial Planning, LLC

Financial Advisers in Oakland, CA

About

Contact
Click for phone number
(510) 451-3528
Address
3824 Grand Avenue, Suite 100 Oakland, CA 94610

Answers

Q&A
Asked by Brett Lyle
Answered by Michael Hoffman PRO+
RFC, CLU, ChFC in Grass Valley, CA
Brett, the key to your answer is in your question, "long term". Any investment or savings decision should be weighed against your particular risk tolerance. In very...
Q&A
Asked by Theresa
Answered by Kim Miller PRO+
CFP® in Redmond, WA
If you haven't started yet, it will be way more than you want to. What are your likely monthly expenses in retirement? Start with that and work backwards - a compoun...
Q&A
Asked by Judie
Answered by Alex Bentley PRO+
Financial Adviser in Pacific Palisades, CA
That is a really hard question to answer, because there are many different types of mutual funds. Cathy has covered the basics, and I agree with her that you really n...
3

Articles

Guide  

Guide  

3