Curo Private Wealth

Curo Private Wealth Curo Private Wealth is an independent financial planning and wealth management firm. We invite you to experience a different approach to wealth management.

Curo Private Wealth is an independent financial services and wealth management firm that was founded, and is run daily, on our values: integrity, objectivity, growth, vigilance, excellence, and gratitude. Our mission is to help our clients make smart and strategic financial decisions so they can work toward their goals and fulfill their values. We pride ourselves on bringing together the quantitat

ive with the qualitative. The numbers are important, and what drive financial success; but we take the extra time and care to truly understand what drives, motivates, and concerns our clients. At the end of the day, they are left with a clear, personal, and practical plan they can implement. Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC (Kestra IS). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS). Curo Private Wealth, Bluespring Wealth Partners, LLC, Kestra IS and Kestra AS are affiliated through common ownership by Kestra Holdings. Investor Disclosures: www.kestrafinancial.com/disclosures

*As reported by Financial Planning magazine, June 1996-2015, based on total revenue.

06/18/2026

🎙️ Episode 98 of Living Richly with Curo is live!

In this episode, we’ll share five key questions to guide your mid-year financial check-in and help you make thoughtful adjustments before year-end. Here’s a sneak peek 🔎

⏸️ Now is an ideal time to pause and assess your financial journey so far.

🔑 Six months into the year offers valuable insight into what strategies have been effective.

📝 This evaluation allows you enough time to make informed adjustments before the year ends.

Check out the links below ⬇️

📽️ https://bit.ly/3YABFnR
🍎 https://apple.co/48vupOH
🎧 https://spoti.fi/3YtkVyR

We're starting a Curo book club, and we want you to choose our first read.You already know we believe money is about so ...
06/17/2026

We're starting a Curo book club, and we want you to choose our first read.

You already know we believe money is about so much more than numbers. It's about confidence, clarity, and the lives we're building.

We pulled together a few books in that spirit, and your vote decides where we begin.

Here's the shortlist:
1. "Big Trust" by Dr. Shadé Zahrai, on building the self-trust and confidence to lead your own life.
2. "The Art of Spending Money" by Morgan Housel, a fresh look at actually enjoying the wealth you've worked for.
3. "Strangers," a novel about a marriage coming apart, for when we want our money lessons wrapped in a good story.

Drop your pick in the comments (1, 2, or 3), and tell us why. We'll announce the winner next month and host a book club discussion live online at the end of summer.

Which one are you reaching for first?

06/17/2026

🎙️ Episode 98 of Living Richly with Curo is live!

In this episode, we’ll share five key questions to guide your mid-year financial check-in and help you make thoughtful adjustments before year-end. Here’s a sneak peek 🔎

📅 Midyear is a good point to review your cash flow and compare it to your initial plan.

🧾 Tracking your expenses over the past six months can help identify any unexpected changes or surprises.

🎯 Understanding these patterns allows you to make informed adjustments for the remainder of the year.

Check out the links below ⬇️

📽️ https://bit.ly/3YABFnR
🍎 https://apple.co/48vupOH
🎧 https://spoti.fi/3YtkVyR

🚨 Living Richly with Curo just dropped a new podcast episode: #98 – “The Mid-Year Financial Check-In: 5 Questions Smart...
06/16/2026

🚨 Living Richly with Curo just dropped a new podcast episode: #98 – “The Mid-Year Financial Check-In: 5 Questions Smart Women Ask”

🎥 Anne and Atricia share five key questions to guide your mid-year financial check-in and help you make thoughtful adjustments before year-end.

Please give it a watch/listen, share with your friends, give us a like 👍 + 5 ⭐s, and let us know what you think!

✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!

Check out the links below ⬇️

📽️ https://bit.ly/3YABFnR
🍎 https://apple.co/48vupOH
🎧 https://spoti.fi/3YtkVyR

The HSA is one of the most underused accounts in personal finance, and one of the most powerful.-> Pre-tax contributions...
06/15/2026

The HSA is one of the most underused accounts in personal finance, and one of the most powerful.

-> Pre-tax contributions
> Tax-free growth
-> Tax-free withdrawals for qualified medical expenses.

The money rolls over every year with no pressure to spend it, which means it can grow for decades and be there when healthcare costs are at their highest.

If you haven't looked at your HSA contributions this year, the second half of 2026 is a good time to change that.

06/12/2026

🎙️ Episode 97 of Living Richly with Curo is live!

⏳ When you inherit money, give yourself 90 days before making major decisions.

🛡️ Keeping funds in a safe, liquid account is essential during this period to maintain flexibility.

💬 Use this time to inventory your assets and build a professional team for guidance.

Retirement planning would be simpler if it were just about hitting a specific number.In reality, your timeline depends o...
06/12/2026

Retirement planning would be simpler if it were just about hitting a specific number.

In reality, your timeline depends on what your life actually costs, and that picture is rarely just monthly bills. It's the tuition you're still funding for one child while another is heading into grad school; it's the wedding you want to help host without thinking twice about the cost; it's the trips that have always been part of how your family stays close.

Add in when you plan to claim Social Security, how your healthcare gets covered before Medicare, and how long your income needs to last, and the picture gets layered quickly.

A generic retirement calculator won't catch the way these variables interact with each other or with the life you've actually built. Holistic retirement planning is built for exactly that.

06/11/2026

🎙️ Episode 97 of Living Richly with Curo is live!

📌 When you receive an inheritance, it is generally considered separate property, not a marital asset, even if you are married.

💡 However, mixing these funds with joint accounts can unintentionally change their status to marital assets.

🔒 We suggest keeping inherited funds in separate accounts for at least 90 days to maintain their protection.

A 2025 BMO study found that women who deferred to a spouse on financial decisions were 40% more likely to receive a lowe...
06/10/2026

A 2025 BMO study found that women who deferred to a spouse on financial decisions were 40% more likely to receive a lower-than-expected divorce settlement.

Financial engagement during a relationship is often a neglected practice of self-advocacy for women. Knowing what you own, understanding how your money is working, and having a voice in every financial decision that affects your life changes your outcomes, in the best of times and the hardest.

At Curo, we encourage every woman we work with to know what she owns, understand how her money is working, and take an active seat in every financial decision that shapes her future.

06/09/2026

🎙️ Episode 97 of Living Richly with Curo is live!

In this episode, we’ll discuss key financial, tax, and emotional considerations to navigate before making decisions with an inheritance. Here’s a sneak peek 🔎

🪜 The step-up in basis applies to inherited investments like stocks and real estate.

📌 Keep in mind that calculating the value of inherited assets on the date of death can be complex and may require professional guidance.

🔑 It's important to confirm the stepped-up basis during the 90-day period before making any portfolio decisions.

Check out the links below ⬇️

📽️ https://bit.ly/3YABFnR
🍎 https://apple.co/48vupOH
🎧 https://spoti.fi/3YtkVyR

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11710 Plaza America Drive, Ste 2000
Reston, VA
20190

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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