Your Monthly CURator

Hello Marianna,

Welcome to Fall!

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

How will you be spending your Fall Season?

We hope you’ll kick it off with us at our annual “birthday party” event at Newtown Brewing Company on September 24th! No need to search for that invite again😊, please use this LIN K for last minute RSVPs. We look forward to celebrating with our clients, friends and families and are ready for laughs, hugs and building new memories together.

Other than our celebration, we will be attending The Commonwealth National Conference, spending quality time at the CURO team’s annual retreat (we work hard and play hard), enjoying our favorite seasonal treats (hello hard ciders) and continuing to help our wonderful clients make their financial goals a reality!

Now, back to business...This month’s Newsletter is all about education since we are back to school again. Below you’ll find some great (quick) articles on how to budget for Back-to-School next year, the benefits of a 529 College Savings Plan, and tips for the best vacations to plan in the fall.

As always, please let us know if you have any thoughts or questions about the articles below and we wish you a fantastic start to Fall!

Wishing you much health, wealth, and happiness.

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.

Insights From Our CIO: Market Thoughts

September 2023

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.

Listen Here

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 this blog on our website 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!

Check It Out

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

Taking distributions from your 529 College Savings Plan shouldn’t induce anxiety, this is what you’ve been waiting for! I wrote this article while my daughters were in school to remind all of us of the benefits of starting and utilizing a 529 plan to fund your children’s education expenses. Check it out and let us know what questions you have!

Learn More Here

Best Fall Vacations for 2023

Seeking scenic drives through Fall foliage? Looking for less-crowded hiking trails? Vacationing in the Fall is an opportune time to escape daily life. With the help of travel experts and reader input, U.S. News pulled together this list of ideal Fall vacations destinations.

Read All About It

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A Guide to Benefits When Changing Jobs

Women & Work: Why Salary, Benefits and Work-Life Balance Count

Weighing the Pros & Cons of the POA Decision

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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