Curio Wealth

06/22/2026

“Wait… really?”

That was the reaction of host Lance Cummins during a recent conversation with Curio Wealth’s Jim Kantowski when he pointed out something about Social Security.

Take a look at this clip 👇 to find out what it was—and why it has such a big impact on retirement income planning!

06/16/2026

For many people, the biggest surprise in retirement isn’t income—it’s the tax bill tied to it. 😱

As Required Minimum Distributions (RMDs) kick in, they can push more income onto your tax return than you might expect… which can not only affect your taxes but also have a ripple effect across other areas of your financial picture.

Here’s Jim explaining an RMD strategy you can use to avoid making a costly mistake:

06/12/2026

We're excited to welcome Nick Dalton to Curio Wealth for the summer!

Nick is heading into his junior year at Hofstra University, where he's a Division I Lacrosse player. As our summer intern, he'll be spending time with our team, learning more about financial planning, serving clients, and getting a behind-the-scenes look at the work we do every day.

We love creating opportunities for young people to learn, grow, and explore their interests. Welcome to the team, Nick!

06/11/2026

🤔 Did you know…there’s a little-known window in retirement planning that can create major tax savings?

In the time right AFTER you retire and BEFORE required minimum distributions kick in you may have more control over your tax rate than you think. Take a quick minute to watch Jim Kantowski explain the “Roth conversion window”.

Future you will thank you!

06/01/2026

One of the things we love most is seeing clients use their success to create meaningful opportunities for others.

Curio Wealth clients Bill and Kay Leahy recently established the Leahy Family Endowed Nursing Scholarship for future nursing students at La Salle University. As Kay put it, “I do think it’s important to give back. I call it passing the baton.”

We couldn't agree more. Helping clients support the people, causes, and communities they care about is one of the most meaningful parts of our work.

Read more about the Leahys gift—and the story behind it—here:

Bill, ’67, and Kay Leahy are helping La Salle University nursing students get their foot in the door of the profession through the Leahy Family Endowed Nursing Scholarship.

05/26/2026

The stock market is going down and we’re advising you to … DO NOTHING? 😰

It’s not really “nothing!” ALL the time our team is busy doing something for our clients, including rebalancing portfolios, taking advantage of tax loss harvesting opportunities, and investing smartly on a regular basis. Imagine if you had our team working on your behalf every day. This 👇 could be you!

05/22/2026

One of the worst things that can happen in investing? Being RIGHT the first time.

It tricks you into thinking you’ll always be right. That’s not skill, that’s luck.

Real investing isn’t flashy. It’s built on boring, repeatable habits like diversification and tax efficiency… the stuff that actually works over time.

05/21/2026

“ I think I want to move my investments around because of ________. Do you think that's a good idea?”

We get variations of this question all the time! But markets move quickly as new information comes in, and trying to react to global events turns into a guessing game… who knows what will happen next?

If your portfolio was built for your goals, the best thing you can do in turbulent times is stay the course. You might consider this “doing nothing” but there’s actually a lot that SHOULD be going on behind the scenes. Here’s what Jim Kantowski and the rest of our team are doing on a regular basis to help clients make the most of their money👇— and it’s not nothing (it’s just not stressful)!

05/11/2026

Let's start out the week with a fun financial "problem"!

So you have some extra cash, but you're not sure what to do with it. 💵 💵

Should you involve a financial advisor? Should you be pushing it all toward retirement? What about allocating money for your kids' dreams?

Here’s more from Liz Gillette, CFP® on what you should know:

Got extra cash but not sure what to do with it? Here’s how to know when to involve a financial advisor — and how they can empower you to make the right call.

05/06/2026

Long-term financial plan

One of our favorite parts of building a financial plan is projecting all the way out to age 100 — it always gets a laugh, but we like to think long-term. 😉

What surprises people most is how those projections can shift the decisions you’re making right now. This is where you start to see the long-term impact more clearly.

Here’s Liz Gillette sharing how that clarity can shift everything. 💡