As we welcome March, the brief glimpse of spring we enjoyed last week felt like a gentle nudge that brighter days are on the way. At CURO, we always see this seasonal shift as a reminder that renewal - financial and otherwise - is never far off.  

We’re also nearing the end of the tax season, which is a great opportunity to pause and look ahead. As you review your completed returns, I encourage you to ask your tax professional whether there’s anything you should be adjusting or taking advantage of as we move into 2026. Thoughtful planning now can help create clarity and momentum for the year ahead. 

All of us are feeling the weight of the ongoing conflict involving Iran and the ripple effects it’s having on global markets and inflation. These concerns are completely understandable. Please remember that your financial plan is built with moments like this in mind - long-term, resilient, and designed to weather uncertainty. The article below offers a helpful perspective, and we are always here to talk about what these events may mean for you and your family.  

One another note – NO, I AM NOT retiring 😊. I would like to reflect on one of the greatest privileges of my career, the opportunity to work with many of my clients for more than 30 years. Over that time, I’ve been fortunate not only to support them, but also their children, grandchildren, and extended family members. Walking alongside multiple generations has taught me so much about family dynamics, communication, and the deeply personal meaning of wealth. I’ve learned that clients want to leave far more than financial assets - they want to pass on their values, their stories, and their legacy.  

Together, we often explore questions such as:  

• How do I ensure a happy and fulfilled life for myself and my family?  
• How do I transfer wealth to the people I care about? 
• How do I prepare the next generation for the opportunities and responsibilities that come with it?  
• How do I give and share my resources meaningfully?  
• And how do I ensure that my family business - whatever form it takes - continues to flourish?  

My clients are the reason I continue to grow, evolve, and keep learning - they challenge me in the best possible ways. That is why I am pursuing the Whole Family Advisor designation - to better help families navigate their wealth, relationships, and legacy together. I am learning so much through this process, and I cannot wait to share more during our individual meetings and spark even deeper conversations. 

As always, if any of these topics raise questions or you’d like to talk about your own situation, we’re here to help. 

With Gratitude,

Marianna, Melanie and Your Team at CURO

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Global Tensions

Ongoing military actions in the Middle East have increased uncertainty for investors. Global tensions like these are not new, and markets have faced many similar events over time. The key question for U.S. investors is how much these events affect fundamental drivers of markets, such as job creation, inflation, economic growth, and corporate earnings.

A Stressless Conversation About Finance With Your Family 

Talking about money with family can feel intrusive. It’s personal. It’s emotional. For many of us, it’s been quietly labeled “off-limits” since childhood. By the time life forces the conversation, though, it may be too late to lead it. Here’s a gentle guide to starting the money talk with your family before life adds extra pressure.

Tax Season:

Last-Minute Moves

1. Contribute to Your IRA for 2025

You can make a 2025 IRA or Roth IRA contribution up until April 15th. This is one of the easiest ways to strengthen your long‑term plan right at the finish line.

2. Make an HSA Contribution (If You’re Eligible)

If you have a High-Deductible Health Plan, you can still fund your Health Savings Account for 2025. HSAs remain one of the most tax‑efficient tools available.

3. Review Your Withholding and Estimated Payments

If your 2025 taxes came in higher or lower than expected now’s the time to adjust your 2026 withholdings or estimated payments—before surprises start accumulating for next year.

4. Gather and Submit Any Last‑Minute Tax Documents

If a statement arrived late or if you discovered a missing 1099 or K‑1, send it to your tax professional as soon as possible. Catching small details now can prevent amended returns later.

5. Ask Your Tax Advisor About 2026 Opportunities

As you pick up your return, ask:

“Is there anything I should be doing differently in 2026 based on this year’s results?”

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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