Curtis & Associates, Inc.

03/10/2023

Check out our latest newsletter!

Trying to determine if a Cash Balance Plan is a good fit? If the answer is YES to each of these questions, then a Cash Balance Plan may offer a significant income tax savings. Are you a business owner? Do you have active W-2 income? Do you make more than $500,000 per year? Do you want to contribute....

04/05/2022

Happy April! Check out our newsletter featuring Jennifer Garman, Personal Lines Client Services Manager, Business Cyber Liability and Inflation Outpacing Auto & Homeowner Premiums.

Jennifer Garman joined Curtis & Associates in November 2021, as the Personal Lines Client Services Manager in the Property and Casualty insurance division. Jennifer graduated with a degree in Education from the University of Saint Mary and taught elementary school for 10 years before transitioning t...

02/04/2022

Happy February! Tax season is right around the corner, check out these helpful articles in our latest newsletter.

While 2021 taxes are probably on your mind, many find this Tax, Medicare and Social Security Reference guide from Manning & Napier for the 2022 fiscal year useful in helping them prepare for their upcoming year. Reach out to your financial professional today with any questions or inquiries.

01/03/2022

Happy New Year! Check-out our latest Newsletter and team member feature!

A VUL policy's combination of death benefit and tax-deferred cash value build-up can make it an efficient asset for funding both protection and wealth accumulation needs. Should the insured die prior to retirement, for example, the death benefit, which is generally received income tax free, can comp...

10/06/2021

Check-out our latest newsletter - Open Enrollment is just around the corner!

Open enrollment season is upon us as it is time to determine which benefit plan options are the best fit for your team. At Curtis & Associates, we believe in partnering with our Corporate Benefits clients on a deeper level. We work closely with HR departments and act as an extension of the team, mak...

09/07/2021

Check out our September Newsletter featuring HSA Accounts, Open Enrollment and A feature on the Don Bosco Center.

Who is Curtis & Associates, Inc.? For over 50 years, our team has been honored to provide boutique style service to friends, families and businesses in the Kansas City area. As a privately-held insurance and advisory firm, we offer multiple services and thrive on helping our clients obtain clarity a...

07/08/2021

Read about our latest updates and news.

06/21/2021

The pandemic saw many families quarantining together, and since then, multigenerational homes have increased. The Washington Post (courtesy of the Bend Bulletin) @

Like many families who experienced the severe disruption of the coronavirus pandemic, Janice and Don Markell made a major life change by asking Janice’s mother to live with them, accelerating

06/18/2021

U.S. News & World Report examines strategies for making your retirement money last. More @

Want long-term financial security? Don't tap into your retirement savings without a plan.

06/14/2021

U.S. News & World Report takes a look at budgeting for groceries. More @

Use these guidelines to determine a food budget and then stick to it.

06/11/2021

America’s first offshore wind farm is in the works, and the stakes couldn’t be higher. CNN has the latest @

A brand-new industry is launching in America — and its fate is inextricably linked to the success or failure of President Joe Biden's ambitious climate agenda.