Nurturing Generosity: Teaching Philanthropic Values Across Generations
February 14, 2024
Byline Sheldon Fox, CFP®, Partner, Senior Wealth Manager
One of the most personal statements we can make about our values and priorities is through charitable giving. Philanthropy not only makes a statement about who we are and what we value—literally, putting our money where our mouth is—but it also lays the foundation for the legacy we leave behind in this world.
Estate Planning for Blended Families
February 14, 2024
Byline Jason Largey, J.D., Wealth Strategist
Blended families come with a lot of planning needs – building relationships, managing complex logistics and schedules, and charting a new normal. One consideration that often doesn’t jump to the forefront after a remarriage is estate planning amid a complex family dynamic. Whether a merger of families is in your future or you’re already part of a blended family, here are some best practices and topics to consider for the future. Update Your Will
Building Your Financial Backup Plan
February 12, 2024
Byline Sue Christoph, CFA®, CFP®, CPWA®, Partner, Senior Relationship Manager, Family Office Services
If you are a senior or nearing the end of your career, you’re probably following a financial plan to keep you on track to achieve your goals and desired lifestyle in retirement. But what happens if you should suffer an unexpected illness or hospitalization? Having a backup system in place can help ensure your bills get paid and your finances are managed to your wishes.
Janelle McCreary Featured in CBS News Article on High Yield Savings Account Alternatives
January 31, 2024
As interest rates have risen, so too have discussions of high-yield savings accounts and investment vehicles.
Planning for the Unpredictable: What to Know About Disability Insurance
January 18, 2024
Byline Barb Black, CFP®, Partner, Senior Wealth Manager
Key Considerations
Targeting the Financial Needs of Women Physicians
January 17, 2024
Byline Frances Cronlund, CIMA®, CExP™, CTFA, CFP®, S.V.P., Senior Wealth Advisor
Financial wellness is truly something that is defined by the individual, as everyone has a unique set of wants and needs. Everything from income level, career path, and family structure may all contribute to how your personal finances are organized — but it can often go even deeper than that. In particular, I have seen throughout my career that women have their own set of unique needs that sets them apart financially and, in turn, brings them together as a community.
There Aren’t Many Universal Truths in Preparing for Retirement, But There are a Few
January 17, 2024
Byline Erica Tarantur, CFP®, CIMA®, Partner, Wealth Advisor
Here at Curi RMB Capital, we offer many different pieces of advice for people thinking about retirement. Everyone’s financial goals and situation are different, and yet, there are several basic guidelines that apply to nearly everyone, no matter what the future holds.
Your Financial Resolutions for 2024
January 16, 2024
Byline Margo Sweany, CFP®, Partner, Senior Wealth Advisor
As the calendar turns over to a new year, it's an opportune time to reflect on our financial habits, set new goals, and take steps toward a healthier financial future. Whether you were on top of your year-end financial to-do list or you’re diving in for the first time, here are five steps to refresh your financial journey for 2024.
Laura Palmer, Client Service Administrator
Education: Bachelor of Arts in General Studies, University of Northern Iowa
Previous Experience: Bank of the West, Fiduciary Associate , Broadridge Financial Solutions Inc., Fiduciary Services Specialist
Laura is a client services administrator located in the Denver, CO office. Before joining Curi Capital, she worked as a Fiduciary Associate at Bank of the West in the Wealth Management trust accounts