Deciding to leave a job signals the beginning of many changes. One decision you’ll need to make is whether to leave your retirement account with your employer or roll it over to a new account—either a new 401(k) or an IRA.
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It’s beginning to look a lot like Thanksgiving . . . and then Hannukah, Christmas, Kwanzaa, and New Year’s Eve will follow. These are prime holidays for family gatherings, which can offer in-person opportunities to have important conversations.
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As 2023 gets underway, one routine remains consistent: it’s time to start organizing your finances for the new year. Recent legislative changes and adjustment to higher inflation levels means there’s a lot to consider. This checklist highlights some key points to help guide you as you get started.
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Everyone needs an estate plan, no matter the size of the estate. An estate plan helps carry out your wishes after your passing and benefits you while you’re living. It can prove invaluable in easing the administrative burden for your family and friends during a time of emotional distress.
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To alleviate the financial stress associated with back-to-school expenses, creating a sinking fund is a proactive and effective strategy. Let’s explore a sinking fund strategy - what it is, why it's valuable, and how to create one specifically tailored for back-to-school costs.
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Have fun in the sun with your family! Check out this quick list of our favorite budget-friendly Summer activities that you can do with your loved ones!
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For weeks, President Joe Biden has been urging Congress to pass a deal to raise the government's borrowing limit, avoiding a potential default on US debt repayments. The negotiators from both the Democratic and Republican parties have finally reached an agreement.
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Recent news about bank collapses, the uncertain future of the U.S. dollar, and other worrisome scenarios have caused concern among investors—and sparked many questions.
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Check out this blog for tips to include your finances in this year’s Spring Cleaning routine…
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In this podcast, Marianna outlines the most common mistakes she observes as a Certified Divorce Financial Analyst (CDFA) when it comes to dividing Executive Compensation Benefits during a divorce.
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I prompted my fellow CURO family members to take a few minutes to review their year, and to send me their most noteworthy lessons. We share these with you in the hopes of inspiring this next chapter we will soon call 2023.
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If you are ten or more years away from retirement and find yourself consumed with thoughts of the market’s volatility, this is for you.
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Most employers have moved away from the traditional pension plan in favor of employee-self-funded 401K’s, 403B’s, and other retirement plans. If you’re one of the lucky few still holding a pension, here are a few tips to help you decide on the best payout option for you.
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At CURO, we look at Earth Day differently. In the hopes of inspiring you, here are a few of the habits we regularly practice both in and out of the office.
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An ode to the women who inspire us. May we know them, may we be them, and may we honor them in all that we are.
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Choosing to divorce is difficult and leaves one feeling uncertain about the future. We asked Marianna the most common questions about divorce, and she offered her wisdom:
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Every year, when mashed potato season begins and swimsuit season ends, I like to take inventory of all of the things I’m grateful for in my life with a list, tis’ the season after all…
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