Your Monthly CURator

Greetings Marianna!

We hope you enjoyed a wonderful Independence Day, celebrating the freedoms we cherish with family and friends. As we reflect on this important holiday, we would like to thank our clients and friends for the sacrifices made by these brave men and women who have served our country.

On a fun note, summer is all about travel and in case you have not planned a trip yet, I wanted to share another travel hack. You might want to start by deciding on your destination: are you thinking of exploring somewhere new or revisiting a favorite spot? To help you brainstorm itineraries use Microsoft CoPilot, an AI (Artificial Intelligence) tool that can give you trip inspiration based on your goals OR can create a full itinerary of activities for your upcoming trip.

Below are some examples to get you started and happy planning 😄 !

Ask: “Fun itinerary for 5-day trip to Portugal in September”

Or Ask: “Help me plan a trip to a beach for 5 days that includes relaxation and a little adventure including the location”

Check out the articles below for Budget-Friendly Summer Fun Activities, the July Market Update from Commonwealth’s CIO, Brad McMillan, and quick and helpful quick reads about helping your kids start saving for retirement with a Roth IRA plus a quick video for your recent graduates to help maximize their retirement savings!

If you have any questions on the articles below (or anything else), please let us know!

Have an amazing July and enjoy spending time with your family and friends in the Summer sun!

Wishing you health, wealth, and happiness!

~ Marianna

We Want to Hear From YOU!

Our Purpose is Simple

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

Help Your Kids Get a Head Start on Saving with a Roth IRA

Wouldn’t it be great if your children could start saving for retirement in their teenage years? Good news! They can if they have part-time or summer jobs – babysitting, waitressing, lawn mowing can go a long way!

Contributing to a Roth IRA is an extremely efficient way to save, AND not just for retirement. The earlier contributions are made, the more time savings grow tax free.

Learn More!

Passing the Torch: Sharing Your Retirement Savings Strategies with Future Generations

Your child or grandchild just got their dream job and with it came a hefty packet with information about medical and savings plans. It can be quite overwhelming.

Have them watch this short video and reach out to us with any questions about jumpstarting (or fine-tuning) their retirement savings plan!

Watch Now

10 Fun, Budget-Friendly Summer Activities for Your Family

Have fun in the sun with your family! Check out this quick list of our favorite budget-friendly summer activities that you can do with your loved ones!

See The List Here!

Insights From Our CIO: Market Thoughts

July 2024

Commonwealth CIO Brad McMillan recaps June’s market and economic news. June was a good month for financial markets. Most stocks were up in the low- to mid-single digits, the S&P 500 and Nasdaq hit record highs, and bond returns were positive on falling interest rates. International results were more mixed—developed markets pulled back slightly while emerging markets were up. Solid economic growth and slowing inflation supported these positive results, and consumer inflation also started to drop. As we enter July, will market fundamentals remain healthy? Follow Brad at blog.commonwealth.com/independent-market-observer.

Watch Here

Business Spotlight

Tre Fratelli is one of the CURO Team’s go to lunch spots! They have catered for our anniversary parties, and we especially love their meatballs, and gluten free pizzas!

Their staff is lovely and their seasonal menu specials are always incredible! Check them out for lunch or dinner when you are in town!

Connect With Us On Social!

Securities and advisory services offered through Commonwealth Financial Network®,

Member FINRA/SIPC, a Registered Investment Adviser.

1705 Newtown-Langhorne Road, Suite One, Langhorne, PA 19047

215.486.8350 | info@curowm.com