CURO Wealth Management

06/15/2026

At CURO, one of our favorite questions to ask clients is:

"𝐖𝐡𝐞𝐫𝐞 𝐝𝐨 𝐲𝐨𝐮 𝐰𝐚𝐧𝐭 𝐭𝐨 𝐠𝐨 𝐧𝐞𝐱𝐭?"

Travel is often one of the first goals that appears in a financial plan, and our office Dream Wall is filled with destinations our clients explored on their own and shared with their families.

That's why we're excited to host an upcoming webinar with Colin Stroud on how to maximize credit card points and turn everyday spending into memorable travel experiences.

Because financial planning isn't just about saving money - it's about using it to create experiences, make memories, and live your best life.

📅 June 16th, 2026 at 4:00PM EST
🎟️ Reserve your spot: https://shorturl.at/NksBZ

05/31/2026

12 years of relationships, guidance, growth, and trust — and we couldn’t have done it without you. 💜

Today, we’re celebrating 12 incredible years of CURO Wealth Management and the clients, families, friends, and community who have been part of our journey every step of the way.

Thank you for trusting our team through life’s milestones, transitions, and celebrations. It’s an honor to do what we do every day, and we’re so grateful for the relationships we’ve built along the way.

Here’s to the past 12 years — and to many more ahead! 💚✨

05/29/2026

🎓 Happy National 529 Day!

Investing in education is one of the greatest gifts you can give the next generation. A 529 plan can help families save for future education expenses while giving those savings time to grow.

Whether you’re planning for college, trade school, or lifelong learning, starting early can make a big difference. Even small contributions today can create big opportunities tomorrow.

At CURO, we believe every smart financial plan starts with a vision for the future - and education is a powerful place to begin. 📚✨

05/25/2026

Today is more than a long weekend, backyard BBQs, and the unofficial start of summer.
It’s a pause.
A moment to remember the brave men and women who gave their lives so we could live ours freely.

At CURO, we believe wealth is more than money.
It’s family dinners, freedom to choose your future, community, and the ability to build a life you love — privileges made possible by sacrifices we can never fully repay.

This Memorial Day, may we honor those heroes not only with remembrance but with gratitude in how we live, lead, and care for one another.

Wishing everyone a meaningful and safe Memorial Day weekend. ❤️🤍💙

05/14/2026

Monthly CURator out now!

https://conta.cc/4fjCiMn

Email from CURO Wealth Management See how CURO is giving back + what to know about 529s and tax forms Greetings! We hope everyone enjoyed the beautiful weather this Mother’s Day weekend and had the op

05/12/2026

🚨 META Employees: Your RSUs Just Became a Real-Life Tax Lesson.

On 2/25/2026, META RSUs vested at $639.77/share.
Today, META is trading around $609.81/share.

That means if you held your vested shares, you are now sitting on an approximate $30/share paper loss … even though taxes were already due at vesting.

If you sold only the “net shares” to cover taxes at vesting, you likely didn’t feel the impact immediately because the required withholding happened automatically. But if you kept the remaining shares hoping for continued upside, this recent pullback is a reminder of something many employees overlook:

👉 RSUs create a tax bill at vesting — whether the stock goes up or down afterward.

With the next vesting date coming up on 5/18, now is the time to ask yourself:
• Should you sell immediately and diversify?
• Hold because you believe in META long term?
• Use this dip strategically for tax-loss harvesting?
• Are you becoming too concentrated in one stock without realizing it?

We are having a lot of these conversations lately, especially with employees balancing uncertainty, volatility, and career transitions. The smartest move is not chasing the stock price — it’s building a strategy around it.

05/10/2026

Happy Mother’s Day to all the incredible moms, grandmothers, stepmothers, and mother figures who lead with love, strength, and endless support. 💜🪻

Today, we celebrate the women who help shape families, futures, and generations to come.

As a woman-owned firm, CURO is especially proud to support and empower women through every stage of life and every financial milestone. Helping women feel confident about their financial future is something we’re passionate about each and every day.

Thank you for all that you do — today and every day. 💐

05/08/2026

Giving back to the communities we serve is at the heart of what we do 💜

Our CURO team spent a few hours volunteering with United Way of Bucks County and loved every minute of it! From teamwork to making a meaningful impact, it was a great reminder that small acts of service can make a big difference.

We’re especially proud to support an organization that is privately funded — allowing community support and volunteers to directly power the incredible work they do for local families and individuals 🤝✨

04/27/2026

What’s the first money lesson you remember learning? 💭

Was it saving your allowance… or spending it the second you got it? 😉

Those early experiences shape how we think about money for years to come.

Now, we have the opportunity to help the next generation build strong, confident financial habits - starting with the little moments.

At CURO, we believe every stage of life is a chance to build a stronger financial future - for you and your family.

👇 Share your first money memory in the comments
🔖 Save this as a reminder to start the conversation at home