We are thrilled to share that Anne has been listed as one of the best financial advisors in the DC area for the 3rd year in a row by Washingtonian! We couldn’t do it without our amazing and dedicated team & Clients who place their trust in us every day! #Grateful
Proper money management can help you stay on track when you're recently divorced or have lost a spouse. Our tip? Tweak your plans as needed.
Watch our video to learn more:
#FinancialAdviceFriday
https://hubs.li/H0wBDNr0
Anne had the pleasure to visit New York City's Central Park last year!
#TBT
Justice Sonia Sotomayor was the first Hispanic and Latina member of the Supreme Court. Here’s a picture of Anne and her mom meeting her at the Supreme Court Holiday party!
#HispanicHeritageMonth
Happy first day of fall!
#AutumnalEquinox
With fall just a day away, several major holidays will be here before you know it. Take the time to budget for them so you can enjoy your holidays stress-free:
https://hubs.li/H0wgcNb0
As we inch closer and closer to election day, we wanted to remind you to keep your political and investment views separate. Here's an interesting chart on stock performance based on the makeup of Congress from LPL Research!
Although each woman’s particular circumstances are different, women in transition face certain challenges when it comes to financial planning.
Here are some tips to get your planning on track:
#FinancialPlanningMonth
https://hubs.li/H0xpPpZ0
With the holidays right around the corner, is your budget ready for the holidays? Watch our video to learn how to budget for the holiday season:
#NationalSavingsDay
https://hubs.li/H0xl5b20
Death, Taxes, AND Market Volatility
"In this world, nothing can be said to be certain, except death and taxes."
When Benjamin Franklin penned this quote, he may have forgotten to add one item to this list -- market volatility. Watch our latest video to learn more about why market volatility is normal: https://hubs.li/H0xJM9M0
YOUTUBE.COM
Death, Taxes, and Market Volatility | Curo Private Wealth
Women in particular need to plan ahead for long-term care in retirement because they face extra challenges when it comes to living comfortably and receiving the care they need. Read on here:
#LongTermCarePlanningMonth
https://hubs.li/H0yk8Zj0
DYK? The best day of the year for stocks is today! Read more insights here: https://hubs.li/H0yRBB10
CUROPRIVATEWEALTH.COM
The Best Day Of The Year Is This Week
Anne recently took some time to interview her brother and cybersecurity small business owner, Michael McCabe! Read their conversation here:
https://hubs.li/H0yqlwj0
#CybersecurityAwarenessMonth
CUROPRIVATEWEALTH.COM
Cybersecurity Month: Michael McCabe
Happy Monday from Curo Private Wealth! Here are some positive stories to start your week our right:
https://hubs.li/H0y43wH0
Thought for today! 🌻
#MondayMotivation
It's the last Monday in November--make it count!
#MondayMotivation
Year-end charitable giving can come with great benefits and now is a good time to refresh on some highlights, as well as finer points that can get donors in trouble. Learn more:
https://hubs.li/H0Bd4c90
CUROPRIVATEWEALTH.COM
Year-End Charitable Gifting and You
Happy Thanksgiving from Curo Private Wealth! What's something you're thankful for this year?
A huge congratulations to Kim Ng who was recently named the first-ever woman General Manager of a Major League Baseball Team. Let's all congratulate her and remember to never, never, never give up! 😊
https://hubs.li/H0By0f80
Our office is smelling wonderful right now because the Thanksgiving pies have arrived!
We can't wait to see our clients who are participating in our pie giveaway tomorrow! 🥧
The inheritance we pass on to our children is more than the material possessions or the financial assets outlined in our will. It also includes the legacy we leave and the example we set.
In this way, inheritance is more than what we usually think about: https://hubs.li/H0FTn040
BECOMINGMINIMALIST.COM
Inheritance: It’s More than You Think
There are unique financial planning considerations for women that translate into a need to save more money. Read more here: https://hubs.li/H0G4Jtz0
CUROPRIVATEWEALTH.COM
Unique Financial Planning Considerations for Women
Happy Monday! What's one thing on the below list that you'll be focusing on?
#MondayMotivation
Happy Monday from Curo Private Wealth! #MondayMotivation
Congratulations to Sarah Thomas on becoming the first woman to officiate at a Super Bowl! Read more here: https://hubs.li/H0FpX1n0
ESPN.COM
Sarah Thomas to be 1st woman to officiate at SB
