April Showers Bring May Flowers

Greetings!

Is it just me, or did the weather go straight from winter to summer with a whole bunch of rain in-between? All I know is I'm happy to see the sun again, and that I hope you're able to enjoy any plans you may be making for the summer.

After what feels like two very long years, our CURO team is jumping for joy about summer vacations and time we finally get to spend together with our friends and family. Some of us are headed out of the country, while others are celebrating firsts with our children. One thing is for sure, we're all looking forward to the beach!

I want to send my biggest congratulations to all of the 2022 graduates! May is always such an exciting time. One chapter closing while the pages of opportunity ahead wait to be written. Now is a great time to review your 529 savings plans. Are you contributing enough for tuition? Do you have remaining funds for your now graduate student? Below I've linked two articles outlining how to utilize your 529 not only for education but also for retirement and estate planning.

On a last note: I've linked some thoughts below that I've put together around the latest market activity. If you're feeling uneasy, I want you to know you're not alone. No matter where you are in your financial journey, know we've got your back. Of course, should you have any questions or concerns, please call our office.

Until next time, wishing you health, wealth, and happiness.

Marianna

Our Purpose Is Simple:

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

IN THE NEWS

Market Commentary:

April Showers For Market

It was a rocky start to the spring for markets, with all three major U.S. indices ending the month in the red. The S&P 500 lost 8.72 percent in April while the Dow Jones Industrial Average (DJIA) dropped 4.82 percent. The Nasdaq Composite saw the largest drop as the index’s heavy weighting toward technology companies led to a 13.24 percent decline in April.

Read Full Market Commentary

IN CURO NEWS

Feeling Uneasy About The Market?

In today's day and age there is an instantaneous spread of information. The news is positive and negative, accurate and not so accurate, and lately, Breaking news after Breaking news, and then more Breaking news.….it is hard not to panic. So, here are a few things I want to share with you.

Read More Here

What IS A 529 Savings Plan Anyway?

Spoiler alert - it's not just for college anymore. In short, a 529 plan is a tax-deferred account with contributions invested in a selection of mutual funds or exchange-traded funds. Later, those assets can be withdrawn tax free if used for qualified expenses.

Below, you can read more on what is considered a qualified expense, as well as how 529 savings plans can be used for both education AND retirement.

529 Education Planning

529 Retirement Planning

Memorial Day Activities To Remind The Whole Family What The Holiday Is About

Although many of us look forward to Memorial Day weekend for epic sales and backyard barbecues, let's not forget what the holiday is really about. Here, you'll find a list of the best things to do on Memorial Day.