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Cash Management Accounts: A Simple Guide for Beginners

September 3, 2024

Byline Janelle McCreary, CFP®, Lead Advisor

When it comes to managing your finances, there are many options for safely storing money you might need in the short term. One option is a cash management account (CMA). These accounts are designed to keep your cash accessible while offering higher returns than traditional savings accounts. Plus, they often come with the added benefit of FDIC insurance, making them a reliable place to build an emergency fund.  What Is a Cash Management Account? 

August 20, 2024

We recently took a look at how the Fed’s battle with inflation has affected the housing market and overall affordability in the U.S. You can download a high resolution PDF of this overview or view our three-minute video on the topic.

Preparing for Life After Retirement: Financially and Emotionally

August 19, 2024

Byline Mohini M. McCormick, CFP®, Partner, Senior Wealth Manager

Retirement is often portrayed as a time of relaxation and enjoyment. While it often is, the shift away from a full-time career can be complex. Planning for this stage of life can help lead to greater financial stability and stronger emotional well-being. The earlier you set a strategy in place for how you want your financial and personal life to shape up for your golden years, the smoother the transition you’ll have . Aligning your financial plan with your true desires could also lead to a more fulfilling retirement.

Image of a house in the process of being built

Housing and Affordability

August 19, 2024

In this video, we will explore how the Fed’s battle with inflation has affected the housing market and overall affordability in the U.S. Key Takeaways

Close up of the hands of two runners passing a metal baton in a relay race

Market Commentary: Passing the Baton

August 15, 2024

Key Takeaways

Should Retirement Mean Relocating?

August 7, 2024

Byline Christa Madison, CFP®, CEPA®, VP, Senior Wealth Advisor

If you’re planning for or approaching retirement, it’s not unusual to think about relocating to where you want to live out your retirement years. With housing and rents at their highest levels in years, many retirees are facing difficult decisions on where they choose to reside. In response, the media has created a cottage industry of “Best Places to Retire” lists based on research into the states with the cheapest housing costs, lowest taxes, and most friendly cost of living to those in retirement. 

Jay Menton Profiled in Sheridan Road Magazine

August 6, 2024

Body Top Jay Menton, partner and senior wealth manager in Curi RMB Capital's Chicago North Shore office, was profiled in the Money Matters issue of Sheridan Road Magazine. “I view this industry as the perfect marriage of synthesizing complex data and personal connection and am fulfilled by helping clients and prospects achieve their goals—both large and small," Jay says in the article.

Grandfather and toddler grandchild planting a tree

Navigating the Future of Social Security

August 5, 2024

Byline Barb Black, CFP®, Partner, Senior Wealth Manager

Social Security has long been a cornerstone of retirement security in the United States, providing a source of income for millions of retirees. As concerns for the future solvency of the Social Security program grow across the country, it’s essential for financial planners and retirees alike to understand how these concerns could impact retirement planning. The Future of Social Security: What You Should Know

Erica Tarantur Addresses Debt in Retirement in Chicago Tribune

July 23, 2024

According to a recent article in the Chicago Tribune’s Sunday “Primetime” section, the number of U.S. households over the age of 65 that are carrying debt has nearly doubled over the past 35 years. The Tribune assembled a panel of wealth management experts to address the growing issue of retirees facing debt in a recent article, prominently featuring Curi RMB Capital partner and wealth advisor Erica Tarantur, CFPÒ, CIMAÒ.

July 18, 2024

Earnings After a weak 2023, profits are expected to experience double digit growth this year. “Magnificent 7” stocks drove most earnings growth last year, but broader profit leadership may present opportunities in other parts of the market during the second half of 2024.

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