Joyce Curtis, CFP

10/31/2026

Happy Halloween from our team and our four-legged friends! 🎃🐾

We hope your day is filled with fun, laughter, and plenty of treats.

10/29/2026

The Great Wealth Transfer is already underway, but many families haven't fully prepared for it.

This article explores the importance of having conversations around wealth, legacy, and future planning. Read more below!

Older generations have already begun transferring trillions of dollars in wealth to their families and to charity in a process that many wealthy families aren’t as prepared for as they should be.

10/28/2026

Every week, the team shares thoughtful insights on the markets. Check out the latest market commentary to help stay informed: https://www.joycecurtisfp.com/weekly-market-commentary-kf26a

10/27/2026

Halloween isn't the only thing that can feel a little scary this time of year. 🎃

For many people, retirement questions around tax responsibilities, income strategy, or inflation are top of mind. Learn more about our retirement planning services on our website and let's start the conversation.

https://www.joycecurtisfp.com/retirement-planning

10/22/2026

Is your charitable giving guided by a plan or a last-minute decision?

This article explores why starting the conversation earlier may help bring more confidence to your giving goals. Learn more below!

Wealthy families often find year-end charitable giving stressful, lacking clear purpose despite having advisors and funds.

10/19/2026

Year-end planning starts with asking the right questions. A quick check-in now can help bring confidence to the months ahead.

Visit our website to learn more about our financial services: https://www.joycecurtisfp.com/

10/15/2026

Supporting multiple generations can impact your time, goals, and financial priorities.

This article explores some of the challenges facing the sandwich generation. Check it out now!

Members of the sandwich generation report it can consume hours, while limiting career choices and retirement savings. Tax breaks may cover only a fraction of the cost.

10/14/2026

Every week, the team shares thoughtful insights on the markets. Check out the latest market commentary to help stay informed: https://www.joycecurtisfp.com/weekly-market-commentary-kf26a

10/13/2026

Today we recognize Breast Cancer Awareness Day and honor those affected by breast cancer, including survivors, families, caregivers, and advocates. 💗

Together, awareness and education can make a difference.

10/12/2026

Wishing everyone a meaningful Indigenous Peoples' Day and Columbus Day. We hope you're enjoying an opportunity to spend time with family, reflect, and appreciate the communities around you. 💙