As we enter May, we want to take a moment to celebrate some incredible milestones and share updates that matter to you, our valued CURO community.

First and foremost, congratulations to all high school and college graduates! Whether it’s you, your child, or someone special in your life, graduation marks a major achievement and an exciting new chapter. We are so proud of the hard work and dedication it takes to reach this point and wish all the graduates continued success on their journeys ahead. Please remember to share your proud pictures for our DREAM WALL.

This month also marks a very special occasion for us - CURO is turning 11 years old! It’s hard to believe how fast time has flown. These past 11 years have been filled with meaningful conversations, life transitions, financial growth, and a whole lot of learning (and fun!). We wouldn’t be here without YOU - our clients, partners, and community. Thank you for your ongoing support, trust, and belief in what we’re building together.

Mark your calendars! We’re thrilled to invite you to our upcoming Annual Shredding Event. It’s a great opportunity to clear out those old files securely and responsibly—and best of all, it’s free and open to friends and family! While there’s no limit on how much you can bring, we kindly ask for voluntary donations to support the Ann Silverman Community Clinic, a local organization providing vital healthcare services to our community. You might remember this is the same amazing nonprofit I danced to raise money for earlier this year—so it’s a cause that’s very close to our hearts.

In this month’s newsletter, we’ve also included a few timely and informative resources:

How to Protect Your Digital Assets: In today’s world, our online presence and digital legacy are just as important as our physical ones. This article covers essential steps to ensure your digital life is secure and give access to your family if need be.

Do You Have a Forgotten Retirement Account? If you’ve changed jobs several times throughout your career, you might have a 401(k), pension, or other retirement plan left behind. A lesser-known provision of the SECURE 2.0 Act will require the Department of Labor to create a national database to help individuals locate these lost benefits. We break down what this means and how you can start looking now.

Why Your Kid Should Be Smarter About Money Than Their Tooth Fairy. We all know how important it is to teach kids about money early on, so we’re sharing some easy, practical steps—and a few fun apps—to help you get started on the right foot.

Monthly Market Commentary: As always, our Chief Investment Officer, Brad McMillian, shares his insights and perspective on the latest market trends. It’s a quick but thoughtful way to stay in the know.

As always, we’re here to help you navigate every step of your financial journey - whether it’s planning for the future, managing transitions, or simply getting organized. Please reach out with any questions or concerns.

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.

Protecting Your Digital Legacy

In today's digital world, much of your life is stored online—photos, conversations, and important accounts. Without a plan, digital assets like cloud-stored photos, social media, online rewards, and cryptocurrencies can be lost forever. Would your family know how to access your digital world, or would your memories disappear due to a forgotten password?

Do You Have a Forgotten Retirement Account? 

If you’ve changed jobs several times throughout your career, you might have a 401(k), pension, or other retirement plan left behind. A lesser-known provision of the SECURE 2.0 Act will require the Department of Labor to create a national database to help individuals locate these lost benefits. We break down what this means and how you can start looking now.

The Importance of Financial Literacy for Kids

Teaching children about money isn’t just practical - it’s about giving them the tools to handle life’s challenges. Early lessons about saving, spending, and planning can set them up for success.

SAVE THE DATE!

Protect your personal information and safeguard your identity with our FREE Community Shredding Event! This year, donations will benefit the Ann Silverman Community Health Clinic.