January 21, 2025
Byline Brian Klein, CWS®, CFP® V.P., Wealth Advisor
2025 is here! Many people participate in making New Year’s resolutions, and many of those resolutions have a personal finance theme.
Personal Finance 101: Foundational Tips for Women to Build Wealth with Confidence
January 15, 2025
Byline Janelle McCreary, CFP®, Wealth Advisor
For women, building wealth is about much more than financial security. It’s about creating opportunities, achieving independence, and paving the way for future generations. Women face unique financial challenges, such as the gender wage gap and lower retirement savings, on average, compared to men—yet these obstacles don’t define your financial journey. By embracing smart financial strategies and leveraging your strengths, you can take control of your finances.
What's The Best Use of Your Dollar?
January 10, 2025
Byline Ryan Emerson, Director of Wealth Builder
The start of a new year offers the perfect opportunity to reflect on your financial goals and set a clear path for the year ahead. Whatever your goals, whether saving for a home, focusing on long-term retirement savings, or opening a 529 college savings plan, you may be asking yourself, "What is the best use of my money?" The right answer will depend on your personal goals, but there are several key areas to focus on as you prepare for a successful year financially. Let’s walk through some steps to consider when planning your financial strategy for 2025.
Financial Checklist for Early-Career Physicians
January 9, 2025
Byline Jake Eischens, CFP®, Partner, Wealth Advisor
As a new physician, you’ve likely spent many years focusing on medical education and clinical training, with little time to consider personal finance. However, the financial decisions you make early in your career can set the stage for long-term financial success and security. This checklist is designed to help you navigate key financial steps, from managing student loans to planning for retirement, while ensuring you build a strong foundation for your future. What is Your Financial WHY?
The Raleigh Wealth Management Team
Personalized Guidance for Your Financial Journey While our office’s roots are in the City of Oaks, we are proud to serve clients from across the region. Our Raleigh Wealth Management team believes in the importance of building authentic relationships to best understand your needs and help tailor our advice. Coupling the knowledge of your objectives, preferences, and risk tolerance with our comprehensive wealth advisory services, we can better guide you on your financial journey—wherever you want it to take you.
Preparing Your Finances for a Strong Year-End Finish
November 11, 2024
Byline Josh Rauterkus, CPWA®, CFP®, Wealth Advisor
The end of each year is the perfect time for reflection on the status of the resolutions and goals you made at the start. As 2024 draws to a close, assessing your financial situation and plan for the upcoming year should be on your to do list. Year-end planning is a critical component of trying to maximize your current financial position and strategizing to achieve your future goals. I’ve laid out some important steps to prepare your finances as the clock counts down to 2025. Review Your Financial Goals
Centralized Client Service Team
All of Us. Here for you. Located across eight Curi Capital offices nationwide, our centralized client service team plays a vital role in meeting clients’ everyday business needs. Our team-based approach helps ensure that your request is addressed by an experienced and knowledgeable member of our team in a timely manner. This team is part of the heart of our commitment to client satisfaction and deep relationships.
