Wealth Management

Jenn Shepard, V.P., Senior Wealth Advisor

Education: Bachelor of Arts, Philosophy and Religion, Colgate University

Affiliations: CFA Institute, Member , CFA Society Chicago, Member , Deborah’s Place, Board Member/ Finance Committee Member/ Investment Committee Chair

Previous Experience: Director, Client Service Group – Altair Advisers, LLC , Vice President, Head of Office/Managing Director – The Goldman Sachs Group, Inc.

Jenn comes to Curi RMB Capital with more than 30 years of experience in wealth management and financial planning. Jenn is passionate about helping her clients balance their life’s mission with their

Woman sitting on floor amid moving boxes with a laptop

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? 

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.

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.

Saving for College: Financial Strategies and Best Practices

July 18, 2024

Byline Brian Klein CFP®, CWS®, Wealth Advisor

Saving for college is a major financial focus for many families. With rising tuition costs and the unpredictable nature of financial aid, planning effectively can help the process and expense feel more manageable. Here are five strategies you might consider when saving for college. 1. Start Early and Save Consistently

Preparing for the Estate Tax Sunset

July 10, 2024

Byline Jason Largey, J.D., Wealth Strategist

The Tax Cuts and Jobs Act (TCJA) of 2017 expires on December 31, 2025. Estate attorneys refer to this as the “sunset” of the estate tax. Specifically, the estate tax exemption amount is set to revert to pre-2018 levels. If Congress does not take action to extend or modify the increased exemption, many more Americans could face the estate tax starting in 2026. 

Virginia Wu, V.P., Wealth Advisor

Education: BA, International Studies, North Carolina State University

Previous Experience: A&I Wealth Management, Wealth Manager , Fidelity Investments, Financial Consultant

As a Wealth Advisor for Curi Capital, Virginia is responsible for creating and managing comprehensive financial plans for successful individuals and their families.

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