CURO Wealth Management

10/23/2026

Landing your first executive role is huge. Equity compensation can grow real wealth, but few are taught how.

💰 RSUs.
📈 Stock options.
🗓️ Vesting schedules.
🧾 Tax implications.
🔎 A lot of fine print most people are expected to figure out on their own.

Without a strategy, equity compensation can create surprise tax bills, missed deadlines, or thousands in lost opportunity.

Here are seven common mistakes first-time executives make with RSUs and stock options, and how to avoid them. 💜

https://www.curowm.com/resource-hub/the-biggest-mistakes-first-time-executives-make-with-rsus-and-stock-options

10/21/2026

💍 Wedding Bells at CURO! 💜

October is a special month at CURO! Both Marianna’s and Melanie’s daughters got married (!!!), so we thought it was the perfect time to share a little newlywed checklist! 🥂

Between the excitement of the big day and starting a new chapter together, there are a few important things newlyweds shouldn’t forget:
✔️ Update your name and identification (if applicable)
✔️ Review beneficiaries on retirement accounts and insurance policies
✔️ Talk about finances, budgets, and shared goals
✔️ Review health, auto, and life insurance
✔️ Update wills and estate planning documents
✔️ Review tax withholding and filing status
✔️ Organize bank accounts and household expenses

Marriage is about building a life together, and that includes building a strong financial future! 💜

Congratulations to Mariah and Abbey all the happy couples celebrating this month! 💐

10/19/2026

Turning 65, still working, and have an HSA?

Medicare and Health Savings Accounts (HSAs) can be a confusing combination, especially if you're not ready to retire.

Here are three questions that could save you from costly tax mistakes:

🔹 Still working and enrolling in Medicare? Can you keep contributing to your HSA if you're maintaining employer health coverage for your spouse or family?
🔹 Your spouse is turning 65 and enrolling in Medicare, but you're still working? Does that affect your ability to contribute to your HSA?
🔹 Already contributed to your HSA after becoming ineligible? What steps can you take to correct the mistake and avoid potential tax penalties?

The rules aren't always intuitive and getting them wrong can be costly.

If you don’t know the answers to these questions, we can help! Give us a call at 215.486.8350!

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. 💜