As we close out 2025, we’re taking a moment to look back on the year—celebrating your milestones, the progress you've made, and all the opportunities waiting for you in the year ahead. December has a way of reminding us to pause, protect what matters most, and make sure the foundation for your financial future is strong and steady.

This month, we’re focusing on something we talk about often at CURO: surrounding yourself with the right financial dream team. The professionals you trust—your advisors, attorneys, CPAs, and others—play a huge role in helping you navigate life’s important decisions and stay aligned with your goals.

We’re also recognizing National Identity Theft Prevention and Awareness Month by sharing simple, proactive ways to safeguard your personal information. The holidays bring joy, but they also bring more fraud attempts—so a few mindful steps can help keep your season peaceful and worry-free.

We’re also excited to share some fresh updates!

Our logo will soon have a brand-new look, and our website is being thoughtfully refreshed to better reflect who we are and how we serve you. The updated design will be cleaner, more modern, and make it even easier to find the resources and support you need.



We can’t wait for you to explore the new experience!

As always, we’re here to guide, support, and care for you every step of the way.

We appreciate your continued partnership and hope the months ahead bring you good health, happiness, and meaningful moments. Here’s to a bright, confident start to 2026! 

From all of us at CURO, warmest wishes for a wonderful holiday season.  

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.

Building Your Financial Dream Team

At CURO, we believe financial planning works best when everyone on your team is working together. Whether you’re coordinating with a CPA, attorney, or insurance professional, our goal is to help make sure the strategies supporting your life and wealth are aligned. And if you or someone close to you ever needs help assembling the right team—or simply wants a second set of eyes—we’re always here to help. 

This article explores exactly that: how different financial professionals can work together to support your goals.  

Protect Yourself From Identity Theft

Identity theft is a frequent play in the fraudster's playbook. In 2023, the Federal Trade Commission received more than a million reports of identity theft, contributing to fraud that overall cost consumers more than $10 billion. 

Much of this fraud is preventable. Identity thieves often use a mix of high-tech and low-tech schemes, including social engineering, to trick you into giving them access to sensitive information such as social security numbers and passwords. They then use that information to pretend to be you or your clients so they can steal money. 

The good news is that anyone can learn to spot a scam. Here's what to watch out for and how to protect your firm and clients. 

Please share this newsletter with friends and family who

might also benefit from this information.

Let us know how we can care for those you care about!