CURO Wealth Management

10/15/2026

📢 Medicare Open Enrollment is here! 📢

A new year often brings new costs and Medicare is no exception.

Medicare is changing for 2026, and those updates could affect your healthcare costs and financial plan.

Whether you’re already enrolled or just getting started, now’s the time to review your coverage and ensure it still meets your needs. Open Enrollment ends December 7.

If you’d like help understanding what these changes mean for your budget or retirement goals, CURO is here to guide you through it with care and clarity.

Check out Medicare’s 2026 Fact Sheet Here:https://www.medicare.gov/publications/11579-medicare-costs.pdf

10/13/2026

First-time executives, let’s talk RSUs, stock options, and avoiding costly mistakes.

Smart moves to get ahead:

📅 Track your vesting dates and tax deadlines.
📊 Model before you move. In other words, know the numbers before you sell or exercise.
💎 Diversify. Don’t put all your wealth in one stock.
🎁 Give strategically. Skip capital gains taxes with stock donations.
📌 Know the rules. Blackout periods, insider trading, all the legal stuff.

Your equity is part of your wealth-building story. With the right plan, it can work for you instead of against you.

Learn more here. 💜

Executive pay is complex. Clarity, coordination, and the right financial support help you avoid costly mistakes and make your money work smarter.

10/02/2026

Parents: the FAFSA opened Wednesday, October 1!

Early filers tend to get more grant aid, and some state and school funds run out.

A few things you can do this week:

• Create FSA IDs for your student and yourself
• Pull together your 2025 tax return and W-2s
• Plan to file at StudentAid.gov as soon as it opens

See the full list of state deadlines here: https://www.savingforcollege.com/article/fafsa-deadlines

Questions? Send us a message, we're happy to help.

09/25/2026

Happy National Daughters Day! 💜

Today, we’re celebrating the girls who make us laugh, keep us on our toes, and fill our hearts with so much love. 🥰

We’re lucky to have these amazing daughters in our lives - and even luckier to watch them grow into the incredible young women they’re becoming.

Here’s to the daughters who inspire us, challenge us, and remind us what really matters. 💜✨

09/11/2026

September 11, 2001.

Today, we pause to remember the lives lost, the families forever changed, and the heroes who showed extraordinary courage and selflessness.

We honor their memory and the strength, compassion, and unity that emerged in the days that followed.

We remember. We honor. We will never forget. 🕊️

09/07/2026

Happy Labor Day from CURO!

Today, we’re celebrating the hard work, dedication, and contributions of workers everywhere. Whether you’re building a career, growing a business, caring for a family, or enjoying a well-earned retirement, your hard work matters.

Here’s to a day of rest, relaxation, and enjoying the people and moments that make it all worthwhile. 💜

09/05/2026

💜 Today is International Day of Charity. A reminder that giving isn’t just about what we give, but the heart behind it.

At CURO, we believe meaningful financial planning is about more than numbers. It’s about using what we have to make a difference - for our families, our communities, and the causes that matter most to us.

This past Wednesday, we had the opportunity to walk the talk when the CURO team, along with some of our wonderful clients, volunteered at the United Way of Bucks County's HELP Center. 💜

It was incredibly rewarding to see firsthand how every donation, every volunteer hour, and every act of kindness can make a meaningful difference for individuals and families right here in Bucks County.

Whether you’re giving your time, sharing your talents, or supporting a cause close to your heart, every act of generosity matters.

Today, we’re celebrating the power of giving with purpose - and we’re grateful to be part of a community that does just that. 💜

09/03/2026

Gloria Steinem’s life’s work was rooted in something we believe deeply at CURO: giving women a voice, a choice, and the confidence to shape their own futures.

For decades, she challenged expectations and helped pave the way for greater equality, independence, and opportunity for women.

At CURO, our mission goes beyond managing money. We believe financial confidence gives women choices—the freedom to navigate life’s transitions, care for those they love, and build a future on their own terms.

Thank you, Gloria, for using your voice to help generations of women find theirs.

May you rest in peace, knowing your legacy will continue to inspire generations to come. 💜

08/28/2026

Trump Accounts are here—but are they the right place for your child’s savings? 👶💰

With a $1,000 government contribution available for eligible children, these new accounts are getting a lot of attention. But before you start contributing, it’s important to understand how they compare with a 529, custodial Roth IRA, or other savings options.

Our latest article breaks down:
🔹 How Trump Accounts work
🔹 The tax implications
🔹 How they can affect financial aid
🔹 Where they fit alongside a 529 or Roth IRA
🔹 Common mistakes to avoid

Our takeaway? Claim the $1,000. Take advantage of employer contributions if available. Then make sure the rest of your child’s financial plan is working toward the right goals.

Read the full article to see where Trump Accounts may—and may not—fit into your family’s financial plan. 💜

A Trump Account is a decent retirement account for your child with a real head start attached to it. It is not a college fund, it is not a tax shelter, and it is not a reason to redirect dollars from anything already working. Take the $1,000. Take the employer money if it's there. Then go back to wh

08/26/2026

🐶 Happy National Dog Day to the CURO Board of Stress Management!

Thank you for your years of dedicated service, daily comic relief, and commitment to keeping the team calm, happy, and well-loved. Your compensation is, of course, paid entirely in treats. 🦴💜