Exploring Business Owner Exit Strategies for Physicians

With the pressures on private practices showing no signs of letting up, it’s essential that physicians understand their options for exiting practice ownership—and the financial implications of each.

Financially Preparing for New Parenthood 

How to approach reviewing your finances and budget when preparing for first-time parenthood.

‘Tis the Season: 2022 Market Outlook

The time has come for investment professionals to offer their forecasts for the year ahead. The following three predictions have been somewhat repetitive for the last…

‘Tis the Season for Giving: Five Ways to Make the Most of Your Annual Financial Donations

By understanding the different ways to provide philanthropic financial contributions, donors can make the most of the gift for their own bottom line.

Educating Children About Money Management Before an Inheritance

Financial education starts at home from an early age, making it critical that parents teach their children about positive financial habits. Parents have the opportunity to lead by example via open communication and encouragement to ensure their children are well prepared to make sound financial decisions before receiving an inheritence.

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.

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.

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.

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.

How Physicians Can Overcome Financial Instability

When physicians take time to fully understand their finances and create actionable plans for increased stability, they are able to alleviate many of the associated fears and challenges and ultimately reach a place of financial wellness.

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Curi Wealth Management, LLC, dba Curi Capital is an investment adviser in Raleigh, North Carolina. Curi Capital is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Curi Capital only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Curi Capital's current written disclosure brochure filed with the SEC which discusses among other things, Curi Capital's business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov.