|
We hope your summer was filled with fun, sunshine, and maybe a little relaxation here and there! With the kids back in school and routines kicking in, we’re officially in that familiar fourth-quarter planning mode—you know, the time of year when we take a close look at your goals and make sure everything’s on track before the year wraps up.
Whether it’s Roth IRA conversions, retirement plan contributions, group benefits decisions, tax-loss harvesting, or anything else you’re thinking about, we’re here to guide you through it all.
In this issue, we’re covering key topics to help you stay informed and on track:
-
4 Things to Do Before Q4 Begins – A quick checklist to make sure you're ready to finish the year strong.
-
Insurance Awareness Month: how to review all your coverage, from homeowners and auto to umbrella policies.
-
iPhone Legacy Access: How to ensure your Trusted Contact can access your device if you're incapacitated or deceased
Don’t miss our Chief Market Strategist, Chris Fasciano, sharing his latest market insights on last month’s market performance and key economic data - quick listen below!
As always, our focus is simple: take care of you, so you can focus on what matters most family, work, and enjoying life.
Here’s a smooth transition into the final stretch of 2025 and maybe a few pumpkin spice lattes along the way!
With Gratitude,
Marianna, Melanie and Your Team at CURO
| 
