Marianna's Tips For Financial Independence At All Stages Of Life

Greetings!

I hope you enjoyed your Independence Day celebrations this year! This month we are focusing on financial independence at all stages of life. If you aren't already following our social pages, be sure to click at the bottom of this newsletter for tips on leading a financially independent life.

There isn't much new news to report as we continue to navigate the market rollercoaster. We stand firm in our tried and true holistic approach and are sticking to the plans we've created together for your financial future. Of course, if you have questions or concerns you'd like to discuss, or if things have changed that we need to consider in your plan, please be sure to schedule a call so that we may discuss strategies that best fit your needs.

In CURO News:

We would really love to hear from you! This year we're really ramping up our community volunteer efforts, and want to be a part of the causes that mean the most to you. Click the button below to tell us more about the causes and charities that you are most passionate about.

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:

June Selloff Adds To Challenging Quarter For Markets

Equity markets experienced widespread selloffs in June as fears of a potential recession and continued high inflation weighed heavily on investors. This capped off a challenging second quarter for markets, as all three major U.S. indices ended the month and quarter down. The S&P 500 lost 8.25 percent during the month and 16.1 percent for the quarter; the Dow Jones Industrial Average lost 6.56 percent during the month and ended the quarter down 10.78 percent; and the Nasdaq Composite lost 8.65 percent in June and 22.28 percent for the quarter. The Nasdaq Composite saw the largest monthly and quarterly declines due to its heavier weighting on beaten down technology stocks.

Read Full Market Commentary

IN CURO NEWS

Options To Consider When Receiving Your Pension

Many of our clients are moving into the retirement chapter of life. Most employers have moved away from the traditional pension plan in favor of employee-self-funded 401K’s, 403B’s, and other retirement plans; but, there are several of our clients who still hold a pension.

If you’re one of the lucky few, we've outlined a few tips to help you decide on the best payout option for you. Be sure to share with your colleagues, family, and friends who may be wondering what options they have for their pensions at the time of retirement.