Hello Marianna,

gingerbread-house.jpg

With another year almost over, I’ve been reminiscing on the wonderful times we’ve spent together in 2023 and all of the years before.  


Each day I wake up, hit the gym, walk my favorite girl, Lola, and feel grateful for the sun on my face, the warmth of my home, and for the opportunity to head into the office to spend the day with my team. 


If our office had a “CURO Wrapped” for the year, I think it would include the following favorite moments:  



  1. Celebrating big wins with our clients: well-deserved retirement, the birth of a child or grandchild, starting a new business, buying that dream vacation home.  
  2. Lola welcoming clients to the office, solidifying her role as President of our Board of Stress Management.  
  3. Moments in the kitchen with our team, sharing snacks and ideas, planning for the future of CURO and enjoying each other. 
  4. Attending conferences, learning every day about the world that we live in, and how we can better our practice and our community.  
  5. Connecting with friends, clients, and family. Working together to achieve our goals, celebrating and grieving together, and finding solutions to life’s labyrinth of surprises. 
  6. Dancing with my team to “I Will Survive” by Gloria Gaynor, a CURO anthem.  



I am grateful to each of you for entrusting me with your life’s work, and for your commitment and drive to achieving your goals. Every day, we are dreaming new dreams, making new plans, and celebrating our wins as a unit.  


"If you want to lift yourself up, lift up someone else."

– Booker T. Washington 


My team and I wish you the very best moments and memories. Enjoy your loved ones, dance around the house to your holiday favorites, and remember to find time for yourself to rest up for the new year.  


Wishing you and your families, health, wealth and happiness this holiday season!  

 


Until next time,


Marianna

 
Our Purpose Is Simple:
To help you curate a wealthy life, and achieve the financial balance and independence for which you strive.
 
 
 

4 Questions Adult Children Should Ask Their Parents Over the Holidays 

As the saying goes, the only certain things in life are death and taxes. While we often aim to help you with the latter, this month, we hope to help you and your family get your estate in order in preparation for the former. 

This month’s article of interest, “4 Questions Adult Children Should Ask Their Parents Over the Holidays,” offers advice on how and why to broach the subject of estate planning, and what questions to ask your parents or relatives about their plans and wishes while your family is together.

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Insights From Our CIO: Market Thoughts

December 2023


Brad McMillan, Commonwealth’s CIO, recaps November’s market and economic news. Markets roared back in November, as interest rates dropped to September levels. U.S. indices were up from 8 percent to 11 percent, with the Nasdaq performing best. Fixed income showed surprising gains, and international markets rose sharply. Interest rates drove these gains, as the Fed appeared more likely to stop rate hikes. But will inflation keep trending downward? Stay tuned to find out. Follow Brad at blog.commonwealth.com/independent-market-observer. 



Listen Here
 
 

CURO Wealth Management Long-Term Care Webinar

If you missed it or need a refresher, you can replay our Long-Term Care Webinar now!

 
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CURO Wealth Management CHOP Holiday Toy Drive

The season of giving is officially among us and this year CURO is rallying for Children's Hospital of Philadelphia (CHOP). 

Each year, CHOP hosts a virtual toy drive, beginning November 15th for the children who will spend their holidays in the hospital. 

Your donation will also support the Child Life, Education and Creative Arts Therapy team, and their efforts to provide year-round care to children and their families.   

Please consider making a tax-deductible donation this year and help us raise money for an incredibly special group of CHOP providers and their patients. 

 

Donate Here

Take a quick break and bring yourself back to reality with this quick New Year’s Word Search!

Puzzle Time!
 
 
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215.486.8350 | info@curowm.com