Happy February! With Valentine’s Day around the corner, I want to take a moment to share my heartfelt appreciation for YOU.  At CURO, we don’t just plan finances - we build relationships, and I’m truly grateful for the trust you place in us. Your support and partnership mean the world! 

This month is all about LOVE - not just romantic love, but the love we have for our families. One of the greatest gifts we can give them is clarity and security for the future. That’s why Family Meetings are so important—they strengthen connections, foster open conversations, and ensure everyone is on the same page when it comes to financial and legacy planning. Please watch my short video below on how we can help facilitate these conversations so you can truly connect with and care for your loved ones this Valentine’s Day. 

Another way to show love for your family is by making sure you have the right legal documents in place. Many people assume their estate is simple and that they don’t need a will, but having one is essential to protect your loved ones and ensure your wishes are carried out. I came across this video from Anderson Law that explains why everyone should have a will—regardless of the size of their estate. It’s a quick but important watch! 

Exciting news! Dancing for Bucks is almost here, and tickets are nearly sold out! This incredible event is raising funds for the Ann Silverman Community Clinic, and I’m beyond thrilled to see such an amazing response. If you haven’t secured your spot yet, now’s the time! Here’s the link so you can Attend, Donate, and Vote for me! 😊 

Lastly, as the new administration rolls out its first policy changes, there’s growing uncertainty around tariffs and government efficiency initiatives. These policies could have both short- and long-term effects on the economy and markets, making it important to stay informed. Our article below breaks down what’s happening, what it means for you, and strategies to navigate potential market fluctuations. And, of course, I’m always here to help answer any questions! 

Thank you for being part of the CURO family. Wishing you a month filled with love, joy, and financial confidence! 

With gratitude, 



Marianna  

Our Purpose is Simple



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

Policy Uncertainty Begins to Weigh on Investors

It’s becoming clear that the uncertainty surrounding policies from the new administration - particularly trade tariffs and government efficiency initiatives - could have notable effects on the economy and the markets. 

To help you stay informed on these developments, I’ve attached an article that explores the potential impact of these policies. The article covers critical topics such as the potential market implications of recent trade policies and deregulation efforts, along with strategies for maintaining portfolio resilience amid economic volatility. 

Show Your Family Love With a Clear Estate Plan

We can help in facilitating family meetings to align everyone's understanding and goals. 

Passing Without a Will

Many people assume that if they pass away, their spouse will automatically inherit everything. However, this is not always the case, and reality often surprises families. When someone dies without a will, their property is distributed according to the state’s intestate succession laws. 

Dancing for Buck$ – Almost SOLD OUT!!! 

It’s almost here! And it’s almost SOLD OUT!! If you want to see Marianna Dancing for Buck$ for the Ann Silverman Community Health Clinic, get your tickets now! If you can’t attend, click this link to donate and get details on how to watch on March 7th!