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Greetings Marianna!

Welcome to Fall! The leaves are beginning to change and our CURO team is looking forward to another beautiful Fall Season.  


First things first, we hope to see you at CURO’s annual Birthday Celebration event at Grounds for Sculpture on September 29th! This is a big one, as we turned 10 this year!  


September also means going back to school! In this month’s newsletter, you’ll find some great articles on how to budget for Back-to-School and the benefits of a 529 College Savings Plan.  


Important Reminder: The Medicare Enrollment period is just around the corner, starting on October 15th.  During this time, you can make changes to your prescription drug or health plans, with coverage beginning on January 1, 2025. But remember, the Open Enrollment window closes on December 7th, so don’t wait too long! 


Just as your health can change, so can Medicare plans. If you need help reviewing your current coverage or exploring new options, we’re here to help. We can connect you with our trusted partner, Ash Brokerage, to ensure you find the plan that’s right for you. 


We wish you a fantastic start to Fall!  


Wishing you health, wealth, and happiness!


~ Marianna  


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

Building Financial Stability: Creating a Sinking Fund for Back-to-School Expenses 

Back-to-School budgeting can be difficult, but we’re here to help! Check out our blog that explains how you can start a sinking fund to better prepare for next year’s end of summer expenses and give yourself a break! 

See the Article

Take 529 Plan Distributions with Confidence: 5 Tips to Avoid Tax Consequences 

529 plans offer unparalleled flexibility and control to account owners. Benefits include generous contribution limits, tax-deferred growth and tax-free distributions to fund a wide array of qualified education expenses.


Once you’ve entered the distribution phase of 529 ownership, it’s important to understand the mechanics and potential implications of taking distributions from your account.



These tips may help you avoid unintended tax consequences.

Learn More Here

Insights From Our CIO: Market Thoughts September 2024



Brad McMillan, Commonwealth’s CIO, recaps August’s market and economic news. U.S. indices were down by low single digits in August, with the Nasdaq doing the worst. International markets pulled back, and fixed income was down. This market performance reflected the underlying economy. Business and consumer confidence slowed, while inflation showed signs of ticking up again. Although this weak data caused investor concerns to rise, is the outlook positive looking forward? Stay tuned to find out.


Follow Brad at blog.commonwealth.com/independent-market-observer.

Watch Here
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