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Are You Leaving Money on the Table? 4 Questions to Consider When Repaying Your Student Loans
Understanding student loan repayment options could help many physicians and medical professionals with significant debt create a payment plan to better suit their individual circumstances and lifestyle. These questions can help get your started.
Meet the Curi Capital Team: Spotlight on Frances Cronlund, Wealth Planning
*Frances Cronlund was Senior Director of Wealth Planning at the time of this interview. She was promoted to Managing Director of Wealth Strategy in Jan. 2022….
6 Common Financial Concerns for Physicians
The financial needs of physicians present unique challenges uncommon to industries outside of healthcare. From alienating cultural perceptions, to the high level of personal and professional risk, we’ve identified what we believe are the top six financial concerns for physicians.
Meet the Curi Capital Team: Spotlight on Joe Dillon, Retirement Plan Solutions
At Curi Capital, it’s our mission to help clients build true wealth, however they define it. Our team brings the knowledge, experience, and passion necessary to…
Annual Retirement Plan Audit: 11 Common Concerns From an Auditor’s Perspective
Does your organization’s plan require an annual audit? Review the issues that may lead to litigation and regulatory breach exposure for retirement plan fiduciaries.
The 4 Things You Can Do Right Now to Kickstart a Healthy Spending Plan
Learn how to build a sustainable and effective budget that focuses on your personal goals and lifestyle in the new year.
Understanding the Implications of Working With Multiple Investment Advisors
Curi Capital explores three important factors to consider when coordinating multiple investment relationships.
Estate Planning for Your Retirement Accounts: Five Recommendations for Getting It Right
An estate plan is not complete until you take a close look at retirement accounts to identify the appropriate designated beneficiaries, take steps to instate additional protections, and proactively allocate charitable funds.
8-Point Checklist for Year-End Financial Planning
This checklist of common year-end “action items” is a useful guide to help determine where you are in your financial plan and how you should proceed to make the most of the coming year.
Implications of the IRS’ Expanded Self-Correction Program Under EPCRS
The expansion brings about a welcome change for plan sponsors, as the prior alternative required the IRS be notified and provide approval for the correction.