Greetings!

We hope everyone enjoyed the beautiful weather this Mother’s Day weekend and had the opportunity to celebrate the mothers, stepmothers, grandmothers, and all the incredible motherly figures who help shape our lives. The love, guidance, patience, and support they give — often quietly and consistently behind the scenes — truly deserve to be recognized and appreciated not just on Mother’s Day, but every single day.


May always feels like a month of momentum - longer days, fresh energy, and a natural opportunity to refocus on what matters most. At CURO, that means continuing to support both our clients and our community in meaningful ways.


We’re proud to highlight our team’s time volunteering with United Way of Bucks County — a meaningful reminder that financial well-being and community well-being truly go hand in hand. What made this experience especially impactful was seeing firsthand how our time and efforts directly help members of our local community. It reinforced why giving back matters so much to us.


We would love our clients to join us in June as we return to help at the newly purchased building. Stay tuned for more details — we can’t wait to roll up our sleeves together again!


In honor of “529 Day,” we’re also diving into the topic of 529 plans - specifically the differences between the savings plan and the prepaid tuition plan - to help you make informed decisions when planning for education.


And as tax season wraps up, we’re breaking down what you need to know about Form 5498, including when (and if) you can expect to receive one for your retirement contributions.


As always, our goal is to keep things clear, practical, and aligned with your bigger financial picture. We hope you find this month’s insights helpful as you move through the season with confidence.

With Gratitude,

Marianna, Melanie and Your Team at CURO

Our Purpose is Simple



To help you curate a wealthy life, and achieve the financial balance and independence for which you strive.

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CURO Team Volunteers at

United Way of Bucks County

Your CURO Team spent a few hours volunteering at the United Way of Bucks County’s HELP Center last week. The HELP Center provides many essential goods to local families in need.


Click below to learn how YOU can help! 

Saving for College:

Is a State or Private 529 Plan Better for You?

As college costs continue to rise, many families find themselves unsure where to begin when it comes to education planning. In this article, we break down one of the most effective tools available — the 529 plan — and explore the key differences between savings plans and prepaid tuition plans. Whether you’re just starting to save or looking to fine-tune your strategy, understanding your options today can make a meaningful difference for your child’s future.

Why Am I Getting Tax Form 5498 in May?

Quick Reminder: 


Since PRIOR year retirement contributions can be made until the tax filing deadline, the IRS deadline for providers to deliver IRS Form 5498 is May 31 of the year following the tax year being reported.


You will be receiving IRS Form 5498 in the next few weeks if you:

·    Contributed to an IRA during the 2025 calendar year

·    Made a 2025 contribution between January 1, 2026, and April 15, 2026

·    Deposited a rollover contribution in 2025

·    Recharacterized a contribution in 2025

·    Converted to a Roth IRA in 2025



If you’ve already provided the above information to your tax preparer, there’s no need to resend it. Feel free to keep it for your records, or you can access the form anytime through the Investor360 portal.

Insights From Our CIO:

Market Thoughts May 2026


In April, the S&P 500, Dow, and Nasdaq all surged, driven by earnings growth and a risk-on sentiment for investors. Further, the economic updates released during the month were largely positive. The initial estimate of Q1 GDP growth came in at 2 percent annualized, up from 0.5 percent at the end of last year. The economy also added a solid 178,000 jobs in March, the strongest month of hiring in over a year. On the consumer front, we saw signs of stabilizing sentiment and solid spending growth.


But how will the ongoing conflict in the Middle East and the resultant surge in oil prices affect the path ahead?


Watch Chris’s latest Market Thoughts video here to learn more. 

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Securities and advisory services offered through Commonwealth Financial Network®,

Member FINRA/SIPC, a Registered Investment Adviser.


1705 Newtown-Langhorne Road, Suite One, Langhorne, PA 19047

215.486.8350 | info@curowm.com