Curio Wealth

Curio Wealth Senior Advisor & COO Lyn Dippel and Director of Trading and Investments Yvonne Scoggins attended the Dimensional Fund Advisors conference in Austin, TX. The 2-day Applied Investments Conference explored advanced investment-related topics with a focus on strategy implementation. Topics included in-depth discussions on how academic research should be applied to the investment process; Dimensional’s portfolio design, management, and trading; and updates on investment research and market themes.

Consistently, concerns about healthcare costs in retirement top the “worry lists” of those approaching retirement. It’s no wonder: healthcare costs have seen some of the greatest increases over the past several years. For most Americans, Medicare is a major part of the answer. But there are some important decisions to make about this government program. Our article discusses some of them.

Medicare and Your Retirement Planning - Curio Wealth Making smart choices about Medicare and Medicare supplements is a big part of building a financial strategy for retirement funding

Tune it to Episode 49 of “Conversations with Curio”, as Founders and Senior Advisors Jim Kantowski, CFP®, CPA, and Jacob Sadler, CFP®, along with Curio Wealth Intern Alex Dalton, discuss “What It Takes To Have a Career in Financial Planning.” How does an interest in finances grow and become a lifelong passion and career? What are the necessary steps you should take in order to achieve a more satisfying and successful career in financial planning? Join the conversation to learn more and stay curious!

Episode 49: What It Takes To Have a Career in Financial Planning - Curio Wealth Jim Kantowski, CFP®, CPA, and Jacob Sadler, CFP®, are joined by Curio Wealth Intern Alex Dalton to discuss “What It Takes To Have a Career in Financial Planning.”

Those in the “sandwich generation”—simultaneously providing support for children and caring for aging parents—understand all too well the expression, “burning the candle at both ends.” Physically, emotionally, and financially, the demands can seem overwhelming. Our article offers some ideas for strategies to deal with feeling “sandwiched” and how to protect your own well-being.

“Stuck in the Middle with You”: Strategies for the “Sandwich Generation” - Curio Wealth Those in the “sandwich generation”—understand all too well the expression, “burning the candle at both ends.”

The distinction between a trade date and a settlement date is pivotal in understanding securities transactions. A trade date marks the ex*****on of your buy or sell order, while the settlement date signifies the actual transfer of the funds and securities.

Recent regulatory changes have accelerated this timeline to T+1, meaning settlement occurs one business day after the trade. Learn more about this legally mandated shift and how it enhances market efficiency.

Creating Efficiency in Buying or Selling Securities - Curio Wealth T+1 settlement is a new regulation for the United States mandating that securities trades be settled within one business day after the transaction date.

In your 30s, retirement might seem distant and complicated, but smart planning starts now. In this video, Curio Wealth’s Liz Gillette talks about how she works with younger clients and couples, seeking to truly understand their goals, family plans, hobbies, and aspirations and help them envision what retirement will look like to create the best plan for them.

Planning for Retirement in Your 30s - Curio Wealth Liz Gillette, CFP®, speaks about planning for retirement in your 30s and how individuals and young couples can plan their financial future.

Our financial planning approach is based on unyielding curiosity for learning more about your life’s goals and building expertise as your personal advisor. Our focus on seeing things from your perspective allows for deeper relationships and targeted solutions. Tell us your story!

Join us for Episode 48 of “Conversations with Curio,” as Founder and Senior Advisor Jacob Sadler, CFP®, and Special Guest Gaia Goldman, Realtor at Allen Tate/Beverly-Hanks, dive into the topic of “Buying and Selling Homes Over $1 Million.” How does the concept of “marry the house, date the rate” help put such a life-changing purchase into perspective for first-time homebuyers? In what ways can a data-driven broker benefit both the seller and the buyer during this process? Tune in to learn more and stay curious!

Episode 48: Buying and Selling Homes Over $1 Million - Curio Wealth Founder and Senior Advisor Jacob Sadler, CFP®, and Special Guest Gaia Goldman, Realtor at Allen Tate/Beverly-Hanks discuss “Buying and Selling Homes Over $1 Million.”

The retirement withdrawal strategy that’s perfect for your neighbor may not work for you. However, starting with a look at popular, time-tested retirement withdrawal strategies can help steer you in the right direction. Curio Wealth Founder & Senior Advisor Jake Sadler provides an overview of 3 popular strategies to consider:

3 Popular Retirement Withdrawal Strategies: An Expert Review - Curio Wealth How do you withdraw retirement funds without running out of money? Here’s our review of a few popular approaches.

The 529 education savings plan has become an important tool for helping future generations – both as a lifetime planning tool and an estate planning tool. And now, since the passage of the SECURE 2.0 Act, these popular, tax-advantaged vehicles have acquired even more advantages for grandparents. Our article breaks it down.

Education Funding and Estate Planning: Getting the Most from Your 529 Plan - Curio Wealth 529 education savings plans have become a good tax-advantaged way to help with the funding of education costs of the next generations.

Meet Yvonne Scoggins, CIMA® and Curio Wealth’s Director of Trading and Investments. In this crucial role, Yvonne oversees the firm’s trading operations to ensure accurate and efficient trading. She values the work of financial planning and the impact it can have on people’s lives, sharing that “being able to hear about my clients’ blessings in good times and be a help in difficult times gives this career a deeper purpose.” Learn more about Yvonne:

Yvonne Scoggins, CIMA® - Principal, Director of Trading Operations | Curio Wealth As Principal and Director of Trading & Investments, Yvonne Scoggins has 25 years experience and holds certifications like AAMS™, FPQP®, & CIMA

Tune in to Episode 47 of “Conversations with Curio,” as Founders and Senior Advisors Jim Kantowski, CFP®, CPA, and Jacob Sadler, CFP®, get curious about the Fear of Missing Out (FOMO). What are some potential downsides to reacting and basing investments on FOMO? Are there historical trends we can observe that put the rapid rise of AI stocks in perspective? How can building a diversified portfolio help prevent you from making emotional decisions in the markets? Join the conversation to learn more!

Episode 47: Fear of Missing Out (FOMO) - Curio Wealth Founder and Senior Advisor Liz Gillette, CFP®, and Associate Financial Advisor Stefan Revelo, EA, have a difficult discussion about losing a parent.

At Curio Wealth, we craft personalized strategies to protect and grow your assets while aligning with your life goals. We're committed to building lasting relationships, providing clear guidance, and helping you achieve financial success.

Wealth Management Services - Wealth Advisor Services - Curio Wealth Wealth management advisors who partner with clients to create financial planning from the client's perspective.

In the hustle and bustle of life, it's easy to lose sight of the bigger financial picture. Periodically stepping back to assess your long-term goals is essential for sound financial planning. Here are four important touchpoints to help you back up from the trees to see the whole forest.

Life, Investing … and Life, Invested - Curio Wealth According to David Booth, one of the best ways to begin thinking about investing is to begin by thinking about life.

Do you ever get the sense that if you don’t do something or go somewhere you might miss something and regret not participating? For me, it pops up in two places: my kids’ sporting events—what if I don’t go and I miss a big play?—or travel—I love to travel but tend to go back to the same places over and over, which leads me to wonder what I might be missing. I think some investors may have the same worry about their investments.

A Closer Look: "Hot" Stocks, FOMO, and Your Portfolio - Curio Wealth Is FOMO creeping into your financial planning thoughts? It isn’t a good idea, in most cases, to allow FOMO to influence portfolio composition.

As you move closer to retirement, adventure awaits! You’re active, generous, and family-focused. Modern retirement opens the door to your next chapter — a time to thrive and enjoy life. The Curio Wealth team helps you navigate the financial side so you can pursue passions, build a legacy, and experience the best of what's to come.

Living a Modern Retirement - Financial Advisor for Retirement Plan - Curio Wealth You have earned your retirement. Holistic retirement planning can help with building generational wealth, estate planning, and tax planning.

Curio Wealth goes beyond traditional wealth management. We seamlessly integrate financial planning, investments, and tax strategies, simplifying your financial journey. Our innovative approach ensures solutions for today's ever-changing landscape.

We believe active listening and understanding your unique goals are key. This empowers our team to make tailored recommendations, ultimately helping you achieve your life's aspirations. You’re free to focus on what matters most to you while the team at Curio Wealth handles the complexities.

The Curio Story - A Fiduciary Wealth Management Firm | Curio Wealth Curio Wealth is your seasoned guide through life's tricky financial terrain—a partner who sees things from your perspective.

Investing wisely isn’t just about choosing the right stocks or bonds; it’s about having a comprehensive strategy that maximizes your wealth. One critical piece of the puzzle that often gets overlooked is tax planning. The tax code is complex and ever-changing, and if you’re not careful, it can eat away at your financial gains.

We reject the idea of a one-size-fits-all approach. Our focus is on tailoring solutions that suit your unique financial circumstances. By working with a financial advisor who understands the intricate details of tax planning, you can keep more of your money so that it can grow for your future.

Tax Planning Services - Strategic Tax Management Advisor - Curio Wealth Are you utilizing tax planning services? If not, you may be losing some of your hard-earned money. Talk to our tax professionals today.

In Episode 46 of “Conversations with Curio,” Founder and Senior Advisor Liz Gillette, CFP®, and Associate Financial Advisor Stefan Revelo, EA, sit down to discuss the difficult topic of losing a parent. After such an unfortunate and traumatic event, how should you begin to approach the financial implications? How can you ensure you have the necessary documents in order and are keeping your financial goals in mind without rushing into any major decisions? Tune in to learn more and stay curious.

Episode 46: Losing a Parent - Curio Wealth Founder and Senior Advisor Liz Gillette, CFP®, and Associate Financial Advisor Stefan Revelo, EA, have a difficult discussion about losing a parent.

Midlife is a pivotal life stage. You're launching children, reaching a career peak, and pondering the future. You're enjoying success and recognize the importance of maximizing savings, optimizing your retirement portfolios, and exploring tax-saving strategies. Yet, navigating this critical transition can feel overwhelming.

Whether you're considering a career change, pursuing new passions, or downshifting into pre-retirement, Curio Wealth provides the guidance and support you need to put your assets to work toward a secure and fulfilling future.

Thriving in Midlife - Financial Advisor for Individuals in Late Career - Curio Wealth Are you thriving in midlife and planning your financial future? The right plan can bring financial freedom, alignment, and clarity.

Nothing is more vital to a successful journey than having a good understanding of where you’re trying to go. So, maybe the most important questions you can ask yourself about retirement are those that help you visualize what you want and where you hope to end up. Asking the right questions can help you determine what retirement means to you.

What Does Retirement Mean to You? - Curio Wealth The most important questions you can ask yourself about retirement are those that help you visualize what you want, where you hope to end up.

Meet Kurt DiManna, Curio Wealth
Associate Financial Advisor. Kurt is a CPA who specializes in integrating tax planning with financial planning and investments. He brings this valuable and unique perspective to each client's situation. His philosophy is to be kind to others, sharing, “Everyone has busy lives, and we should remember to slow down and show empathy.” Learn more about Kurt:

Kurt DiManna, CPA - Associate Financial Advisor | Curio Wealth Kurt DiManna, CPA and Associate Financial Advisor at Curio Wealth, brings 11 years of expertise in financial planning to empower his clients.

Planning for a successful and satisfying retirement requires a lot of careful thought for anyone, but single women in retirement face some special challenges. In this article, Curio Founder and Senior Advisor Lyn Dippel offers some important suggestions for women approaching or in retirement—especially those who are moving into this new phase of life after the loss of a spouse.

Retiring Solo: What Widowed Women Need to Know - Curio Wealth More women than men will face retirement after the death of a spouse. How can widows prepare for and manage some of the unique challenges?

At a certain age—usually somewhere in our fifties—retirement starts to get real. You start to wonder if you’ve put everything together correctly. That anxiety mostly plays out in your investment portfolio, as investments are the main engine of financial independence in retirement.

The only way to optimize portfolio performance for this new chapter of life is to find the correct mix of investments for your situation. This ratio of stocks to bonds is called asset allocation, and it’s the simplest way to aim your portfolio toward your retirement goals. Learn more about asset allocation and the “glide path” strategy we recommend at Curio Wealth:

Meet The Best Asset Allocation Strategy For Your 50s - Curio Wealth Starting to worry about the best asset allocation strategy for your portfolio? We’ve got the answers you need.

Jake Sadler, Curio Wealth Founder, and Senior Advisor was tapped for a recent Yahoo Finance article about the impact of the current interest rate environment for those nearing retirement or just retired. Beneficial strategies could include shifting savings to cash accounts to take advantage of higher interest rates. Read the article:



https://yhoo.it/466Xgrh

The so-called “Magnificent Seven” stocks—all large-capitalization, high-tech companies—have been getting a lot of attention lately, especially for their ability to exert outsize influence on the movement of their indexes. And over the past year, ther price performance has been rather impressive. But how much confidence should investors place in these companies to continue outperforming expectations—and pushing their indexes farther into record territory?

The “Magnificent Seven”: Great Movie, but as an Investment? - Curio Wealth The so-called “Magnificent Seven” stocks—Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta, and Tesla—have been getting a lot of ink (and pixels) in the financial news for the last few years.

With certificate of deposit rates still relatively high, a retirement “CD ladder” can be a useful retirement savings tool. Jake Sadler, Curio Wealth Founder and Senior Advisor, discussed the pros and cons of using a CD ladder strategy for US News and World Report. Read more about CD ladders, how to set one up, and what to watch for.



https://bit.ly/3XfwA5i