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 and financial planning offered through Kestra Financial, a Registered Investment Advisor, Member FINRA/SIPC. www.finra.org, www.sipc.org. For a list of states in which I am/we are registered to do business, please visit www.curoprivatewealth.com



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

02/27/2025

🎙️ Episode 43 of Living Richly with Curo drops tomorrow!

In this episode, we're joined by our guest, Brian Wendroff, CPA to explore how automation, tax strategies, and financial planning can help business owners thrive. Here’s a sneak peek 🔎

Running a business doesn’t mean doing it alone! 🤝

🔗 Building a network of mentors and industry peers can provide valuable insights and help you navigate challenges.

🗣️ Surrounding yourself with experienced voices can make all the difference.

✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!

Check out the links below ⬇️

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

02/25/2025

🎙️ Episode 43 of Living Richly with Curo drops this Friday!

In this episode, we're joined by our guest, Brian Wendroff, CPA to explore how automation, tax strategies, and financial planning can help business owners thrive. Here’s a sneak peek 🔎

💼 New business owners – don’t let tax season catch you off guard!

🔑 When you’re self-employed, taxes aren’t automatically withheld, so setting aside around 30% of your income can help avoid surprises.

📝 Planning ahead and making quarterly payments may help with cash flow and prevent a last-minute scramble.

✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!

Check out the links below ⬇️

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

🚨 ICYMI: "Living Richly with Curo" dropped a new podcast episode on Friday:  #42 - “Social Security Myth Busters III”🎥 A...
02/24/2025

🚨 ICYMI: "Living Richly with Curo" dropped a new podcast episode on Friday: #42 - “Social Security Myth Busters III”

🎥 Anne and Atricia busted some more myths about Social Security and explored ways to make informed decisions.

Please give it a watch/listen, share with your friends, give us a like 👍 + 5 ⭐s, and let us know what you think!

✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!

Check out the links below ⬇️

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

🚨 We need more financial advisors!🔍  Over the next 10 years, 38% of all US financial advisors (110k) are expected to ret...
02/21/2025

🚨 We need more financial advisors!

🔍 Over the next 10 years, 38% of all US financial advisors (110k) are expected to retire. Based on the 0.3% annual growth in the number of advisors over the last decade and projected trends in population and wealth creation, the industry faces an advisor shortfall of between 90k and 110k by 2034 according to McKinsey.

02/20/2025

🎙️ Episode 42 of Living Richly with Curo drops tomorrow!

📈 Does Social Security rise with your expenses? Not exactly.

💰 While benefits include cost-of-living adjustments (COLA), they’re based on CPI-W, which doesn’t always keep up with inflation.

⚠️ That means your purchasing power may not increase at the same rate as everyday costs. Planning ahead can help manage these shifts!

✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!

Check out the links below ⬇️

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

02/18/2025

🎙️ Episode 42 of Living Richly with Curo drops this Friday!

In this episode, we’ll bust some more myths about Social Security and explore ways to make informed decisions. Here’s a sneak peek 🔎

Did you know you can change your mind about Social Security? 🤔

📅 If it’s been less than 12 months since you first claimed, you may be able to withdraw your benefit—but you’ll have to repay what you’ve received.

⏸️ For those at full retirement age, suspending benefits (without repayment) is also an option. Understanding these rules can help with long-term planning!

✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!

Check out the links below ⬇️

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

🚨 ICYMI: "Living Richly with Curo" dropped a new podcast episode on Friday:  #41 – “Social Security Myth Busters Part II...
02/17/2025

🚨 ICYMI: "Living Richly with Curo" dropped a new podcast episode on Friday: #41 – “Social Security Myth Busters Part II”

🎥 Atricia and I are back to bust more myths about claiming Social Security, spousal and survivor benefits, and the right time to claim.

Please give it a watch/listen, share with your friends, give us a like 👍 + 5 ⭐s, and let us know what you think!

✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!

Check out the links below ⬇️

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

02/13/2025

🎙️ Episode 41 of Living Richly with Curo drops tomorrow!

🚫 Social Security Myth: The best strategy is to claim as soon as possible.

In reality, delaying your benefit can increase your monthly payout by 8% per year up to age 70!

Working longer can also boost your benefit by replacing lower-earning years. 📈

✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!

Check out the links below ⬇️

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

02/11/2025

🎙️ Episode 41 of Living Richly with Curo drops this Friday!

In this episode, we’re back to bust more myths about claiming Social Security, spousal and survivor benefits, and the right time to claim. Here’s a sneak peek 🔎

👥 Did you know that a non-working spouse may still be eligible for Social Security benefits?

Spousal benefits allow them to receive up to 50% of the working spouse’s full retirement age benefit—without reducing it.

Understanding these options can help maximize household retirement income! 📈 💰

✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!

Check out the links below ⬇️

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

🚨 ICYMI: "Living Richly with Curo" dropped a new podcast episode on Friday:  #40 – “Female Entrepreneur Kim Wilczak” 🎥 A...
02/10/2025

🚨 ICYMI: "Living Richly with Curo" dropped a new podcast episode on Friday: #40 – “Female Entrepreneur Kim Wilczak”

🎥 Atricia and I discuss female entrepreneurship, specifically our guest Kim Wilczak’s journey to owning multiple laundromats.

Please give it a watch/listen, share with your friends, give us a like 👍 + 5 ⭐s, and let us know what you think!

✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!

Check out the links below ⬇️

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

02/06/2025

🎙️ Episode 40 of Living Richly with Curo drops tomorrow!

Our guest Kim Wilczak shared an incredible journey of persistence in business growth.

⏳ Opening a second laundromat location took five years, multiple failed attempts, and financial setbacks—but that patience led to rapid expansion.

Sometimes, the long road leads to the biggest wins! 🏆

✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!

Check out the links below ⬇️

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

02/04/2025

🎙️ Episode 40 of Living Richly with Curo drops this Friday!

In this episode, we’ll discuss female entrepreneurship, specifically Kim Wilczak’s journey to owning multiple laundromats. Here’s a sneak peek 🔎

We had the pleasure of speaking with Kim Wilczak about the power of working on the right things. 🎯

🛠️ Hard work is valuable, but focusing that effort in the right direction can be even more impactful.

Are you spending your energy where it matters most? ⚡

✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!

Check out the links below ⬇️

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

🚨 ICYMI: "Living Richly with Curo" dropped a new podcast episode on Friday:  #39 – “What is Your Money Personality?” 🎥 A...
02/03/2025

🚨 ICYMI: "Living Richly with Curo" dropped a new podcast episode on Friday: #39 – “What is Your Money Personality?”

🎥 Anne and Atricia discuss the six most common money personalities seen by financial planners and advisors.

Please give it a watch/listen, share with your friends, give us a like 👍 + 5 ⭐s, and let us know what you think!

✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!

Check out the links below ⬇️

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

01/30/2025

🎙️ Episode 39 of Living Richly with Curo drops tomorrow!

💰 What would you do with a large sum of money?

Answering questions like these can reveal a lot about your money personality.

🪞 Use self-reflection to better understand and improve your financial mindset—no right or wrong answers, just room to grow! 📈

✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!

Check out the links below ⬇️

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

01/28/2025

🎙️ Episode 39 of Living Richly with Curo drops this Friday!

In this episode, we’ll discuss the six most common money personalities seen by financial planners and advisors. Here’s a sneak peek 🔎

Money conversations can feel overwhelming, but avoiding them is risky. ⚠️

Whether you're a spender, saver, or avoider, understanding your money personality is the first step to taking control. 🔒

Small steps toward awareness make a big difference! 📈

✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!

Check out the links below ⬇️

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

🚨 ICYMI: "Living Richly with Curo" dropped a new podcast episode on Friday:  #38 – “Social Security Myth Busters” 🎥 Anne...
01/27/2025

🚨 ICYMI: "Living Richly with Curo" dropped a new podcast episode on Friday: #38 – “Social Security Myth Busters”

🎥 Anne and Atricia discuss some common myths about Social Security, and give the to bust each myth.

Please give it a watch/listen, share with your friends, give us a like 👍 + 5 ⭐s, and let us know what you think!

✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!

Check out the links below ⬇️

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

01/23/2025

🎙️ Episode 38 of Living Richly with Curo drops tomorrow!

💼 Can you work and collect Social Security benefits at the same time?

✅ Absolutely—but there’s a catch. If you're not yet at full retirement age, your benefits may be reduced. It’s all about understanding the rules and planning ahead!

✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!

Check out the links below ⬇️

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

01/21/2025

🎙️ Episode 38 of Living Richly with Curo drops this Friday!

In this episode, we’ll discuss some common myths about Social Security, and give the to bust each myth. Here’s a sneak peek 🔎

❓ Did you know that delaying your Social Security benefits can result in an 8% annual increase in payouts between ages 62 and 70?

🇺🇸 While every situation is unique, this guaranteed increase is backed by the full faith and credit of the U.S. government. Learn more about how timing could make a big difference!

✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!

Check out the links below ⬇️

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

Address

11710 Plaza America Drive, Ste 2000
Reston, VA
20190

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

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