Curo Private Wealth

Curo Private Wealth Curo Private Wealth is an independent financial planning and wealth management firm. We invite you to experience a different approach to wealth management.

Curo Private Wealth is an independent financial services and wealth management firm that was founded, and is run daily, on our values: integrity, objectivity, growth, vigilance, excellence, and gratitude. Our mission is to help our clients make smart and strategic financial decisions so they can work toward their goals and fulfill their values. We pride ourselves on bringing together the quantitat

ive with the qualitative. The numbers are important, and what drive financial success; but we take the extra time and care to truly understand what drives, motivates, and concerns our clients. At the end of the day, they are left with a clear, personal, and practical plan they can implement. Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC (Kestra IS). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS). Curo Private Wealth, Bluespring Wealth Partners, LLC, Kestra IS and Kestra AS are affiliated through common ownership by Kestra Holdings. Investor Disclosures: www.kestrafinancial.com/disclosures

*As reported by Financial Planning magazine, June 1996-2015, based on total revenue.

There's an old saying in estate planning: shirtsleeves to shirtsleeves in three generations.It describes how significant...
09/02/2026

There's an old saying in estate planning: shirtsleeves to shirtsleeves in three generations.

It describes how significant wealth often fades within three generations of the person who built it. One common reason? The next generation was never truly prepared, only informed after the fact through a will or a trust distribution.

A legal estate plan decides who receives what, but it takes a different kind of planning to help them get ready for it. That preparation can include conversations about family values, the decisions that built the wealth, how it should be used, and what responsibilities come with carrying it forward.

We dig into this in a recent episode of Living Richly with Curo, "What We Tell Clients to Do Before Touching Inherited Money," including why we recommend a 90-day pause before making any big decisions with an inheritance. Listen here: https://livingrichlywithcuro.podbean.com/e/episode-97-what-we-tell-clients-to-do-before-touching-inherited-money/

Have you started that conversation in your family?

09/02/2026

🎙️ Episode 103 of Living Richly with Curo is live!

In this episode, we’ll welcome Mary Lou Christie to discuss navigating unexpected transitions while finding new purpose and support. Here’s a sneak peek 🔎

🌿 Mary Lou says change is inevitable, and even painful changes can hold something good or something to learn from.

🎯 Looking back on a measured career, she would take more risks and spend less time worrying about things she could not control.

🤝 She also values being true to herself, caring about the people who worked for her, and learning to enjoy each moment and each year.

Check out the links below ⬇️

📽️ https://bit.ly/3YABFnR
🍎 https://apple.co/48vupOH
🎧 https://spoti.fi/3YtkVyR

Why does financial anxiety persist even when your bank account is growing?We often speak with women who’ve built impress...
08/31/2026

Why does financial anxiety persist even when your bank account is growing?

We often speak with women who’ve built impressive portfolios yet still experience stress when making major purchasing decisions. Your relationship with wealth was shaped long before you earned your success, and those early habits of vigilance don’t automatically turn off.

True confidence comes from knowing that your resources align directly with your values, allowing you to support your family, travel, and give generously without fear.

It’s time to enjoy the wealth you worked so hard to build.

08/31/2026

🎙️ Episode 103 of Living Richly with Curo is live!

In this episode, we’ll welcome Mary Lou Christie to discuss navigating unexpected transitions while finding new purpose and support. Here’s a sneak peek 🔎

👥 We encourage women to come to financial meetings and learn more about the work being done for them.

📝 In many partnerships, women may be the surviving spouse. Awareness of the financial picture is especially necessary.

🤝 Both people should be involved, or at least aware of what is going on.

Check out the links below ⬇️

📽️ https://bit.ly/3YABFnR
🍎 https://apple.co/48vupOH
🎧 https://spoti.fi/3YtkVyR

08/29/2026

🎙️ Episode 103 of Living Richly with Curo is live!

🏠 Mary Lou had lived through the bust in Texas, where many people no longer viewed a house primarily as their home.

🔑 They stretched for the biggest house they could buy, expecting to refinance a year later and pull money out to pay bills.

📬 When they could not sell, some simply sent the keys in.

08/28/2026

🎙️ Episode 103 of Living Richly with Curo is live!

💔 Mary Lou's husband said he was sad that they had the money, the time, and the freedom to do whatever they wanted, but they could not cure this.

🌿 In that moment, Mary Lou began looking at the blessings rather than dwelling on the negatives.

🔄 After retiring early and facing her husband's loss, that shift gave her a different place to focus.

If you've inherited a traditional IRA, here's something a lot of women don't realize until it's too late. Under current ...
08/28/2026

If you've inherited a traditional IRA, here's something a lot of women don't realize until it's too late. Under current rules, most non-spouse heirs have to empty the account within 10 years, by December 31 of the tenth year after the original owner passed away.

The financial friction increases if the original owner had already started taking required minimum distributions (RMDs). In that scenario, you can’t simply wait until year 10 to empty the account; the IRS requires you to take those RMDs during years one through nine as well.

For professionals in their peak earning years, forced RMDs can push them into a higher federal income tax bracket.

A strategic approach to this rule involves analyzing your current tax bracket, projecting your future income, and systematically scheduling distributions over the 10-year window. Spacing out the withdrawals can help control your annual taxable income and preserve a larger portion of the inherited wealth.

08/27/2026

🎙️ Episode 103 of Living Richly with Curo is live!

In this episode, we’ll welcome Mary Lou Christie to discuss navigating unexpected transitions while finding new purpose and support. Here’s a sneak peek 🔎

🏠 In 2006 and 2007, people just two years out of college were being approved for four-bedroom houses that seemed impossible to afford.

🔑 Homeownership carried a powerful message: this is how you build wealth, whether it is your forever home or an investment.

📌 The market ran with that belief in a way they had never seen before.

Check out the links below ⬇️

📽️ https://bit.ly/3YABFnR
🍎 https://apple.co/48vupOH
🎧 https://spoti.fi/3YtkVyR

08/26/2026

🎙️ Episode 103 of Living Richly with Curo is live!

In this episode, we’ll welcome Mary Lou Christie to discuss navigating unexpected transitions while finding new purpose and support. Here’s a sneak peek 🔎

🕊️ In grief after losing a spouse, reframing can make room for silver linings, blessings, and gratitude.

🧠 The brain may naturally focus on lack or the negative, especially during hard seasons.

💪 Like any other muscle, reframing takes repetition until it becomes the default.

Check out the links below ⬇️

📽️ https://bit.ly/3YABFnR
🍎 https://apple.co/48vupOH
🎧 https://spoti.fi/3YtkVyR

Untangling a lifetime of joint accounts during a divorce can be a challenge.Decades of shared banking, investments, and ...
08/26/2026

Untangling a lifetime of joint accounts during a divorce can be a challenge.

Decades of shared banking, investments, and real estate create a financial life that's deeply intertwined. Splitting account balances in half rarely reflects what those assets are truly worth once you factor in variables like tax treatment, cost basis, or debts that haven't come due yet.

Before dividing anything, it helps to have a full, independent inventory of everything you own, both together and separately. That gives you a full picture of what each asset is worth and what your cash flow will look like going forward.

If you're going through this and want help sorting out what you have and what it's actually worth, our team is here to help.

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11710 Plaza America Drive, Ste 2000
Reston, VA
20190

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Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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