Welcome to a very special edition of The Monthly CURator. This month we are celebrating our 7 YEAR ANNIVERSARY! They say that when you hit the 7-year milestone as an entrepreneur that you've made it. I was once told that I would never make it in this business; that I wasn't enough as a woman and a financial expert to amount to any level of success. To this person, I say thank you because their disbelief in me drove the strongest belief in myself. But the people I really owe the biggest thank you to are all of you, my wonderful clients, colleagues, friends, CURO team, and professional partners. Without all of you, I wouldn't have CURO; and so I am grateful for each one of you and all we have experienced together in this journey. Here's to many more years to come!
Last month was a big month of celebrations and we are ringing in June continuing the fun! Summer is beginning, we're shouting out all the dads on Father's Day, and CURO has some exciting staff changes coming. Samantha is officially becoming our Financial Planning Analyst AND we are welcoming in our 2021 Summer Intern, Jodie den Outer! Melanie's role has also changed. After two years with CURO, she is now our Associate Financial Advisor, allowing her to be directly involved with the advising and investing aspects of our business.
In other CURO news, we are continuing to monitor the pandemic mandates as we begin to slowly reintroduce in-person meetings. However, when you schedule with us, please know you always have the option to continue virtual meetings as we understand that everyone's needs and levels of comfort are different. We want you to do what feels best for you, though we are excited to see more faces again!
News from the financial world: June is a great time to assess your financial portfolio as we are now 6 months into 2021 (time is flying). I encourage you to revisit the goals you set for yourself at the beginning of the year and take note of your progress thus far. Evaluate your budget, savings, debt, credit report and insurance to be sure that everything is current and accurate. Of course, if you have any questions or concerns along the way, give us a call and we will be happy to help out.
Below I've also linked a new blog post written by our very own Samantha McKee, as well as some Roth IRA strategies that we've begun reviewing with all of our clients due to the recent tax law changes. Take a few minutes to review and if you find anything pertaining to your specific financial situation, please give me a call and we can work together on next steps.

Until next time,
Marianna
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