??? Episode 46 of Living Richly with Curo drops tomorrow! ? For our guest Megan (Meg) Carpenter, true fulfillment comes from alignment—when her values, priorities, and actions are in sync. ?? Instead of focusing on what doesn’t matter, center your life around what does. When you feel aligned, you feel rich in every way. ?? Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card! Check out the links in the comments below ?? #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #Fulfillment #Alignment
Curo Private Wealth
金融服务
Reston，Virginia 166 位关注者
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org.)
关于我们
Curo Private Wealth is an independent financial services and wealth management firm that was founded, and is run daily, on our values: integrity, objectivity, growth, vigilance, excellence, and gratitude. We strive to offer the “best of both worlds” : an independent firm; combined with the technology, resources, and research of the #1 independent broker/dealer* in the country. Our mission is to help our clients make smart and strategic financial decisions so they can work toward their goals and fulfill their values. We pride ourselves on bringing together the quantitative with the qualitative. The numbers are important, and what drive financial success; but we take the extra time and care to truly understand what drives, motivates, and concerns our clients. At the end of the day, they are left with a clear, personal, and practical plan they can implement. As reported by the Financial Planning magazine, June 1996 - 2018, based on the total revenue. InvestmentNews' 40 under 40 nominations of advisers and associated professionals are evaluated based on : accomplishment to date, contribution to the industry, leadership and promise. We invite you to experience a different approach to wealth management. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit https://www.curoprivatewealth.com/.
- 网站
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https://www.curoprivatewealth.com
Curo Private Wealth的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Reston，Virginia
- 类型
- 自有
- 创立
- 2014
- 领域
- Financial Planning、Investment & Money Management、Tax Planning、Retirement Planning、Wealth Accumulation & Management、Risk Management、Wealth Preservation、Estate Planning和Current Financial Position
地点
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主要
获取路线
11710 Plaza America Drive
Suite 2000
US，Virginia，Reston，20190
Curo Private Wealth员工
动态
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??? Episode 46 of Living Richly with Curo drops this Friday! In this episode, we’ll explore our guest Megan (Meg) Carpenter's journey with her firm Ficomm Partners, a marketing firm for financial advisors, some leadership lessons, and building a strong company culture. Here’s a sneak peek ?? ?? What if work-life balance isn’t the goal? ?? Life isn’t evenly distributed, and that’s okay. Instead of chasing balance, focus on being present where it matters most. ?? Let go of the guilt, take control of your priorities, and make choices that align with what truly matters to you. ?? Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card! Check out the links in the comments below ?? #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #WorkLife #Mindset #PersonalGrowth
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?? ICYMI: "Living Richly with Curo" dropped a new podcast episode on Friday: #45 – “Smart Tax Strategies with "Tax Goddess" CPA Shauna Wekherlien” ?? Anne McCabe, CFP?, CRPC? and Atricia J. Roberts, CFP? were joined by Shauna A. Wekherlien to uncover hidden tax strategies that could help maximize your savings. Please give it a watch/listen, share with your friends, give us a like ?? + 5 ?s, and let us know what you think! ?? Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card! Check out the links in the comments below ?? #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #Taxes #WealthBuilding
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??? Episode 45 of Living Richly with Curo drops tomorrow with Shauna A. Wekherlien! ?? A smart tax strategy isn’t just for one year—it can work for you over and over again. ?? ?? Whether it’s buying a rental property, expanding your business, or saving for retirement, knowing where your money goes could create more financial flexibility. ??? Plan ahead for long-term impact. ?? Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card! Check out the links in the comments below ?? #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #Taxes #Strategy
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??? Episode 45 of Living Richly with Curo drops this Friday! In this episode, we’re joined by Shauna A. Wekherlien to uncover hidden tax strategies that could help maximize your savings. Here’s a sneak peek ?? ?? Are you missing out on tax deductions? ??? There are IRS-approved strategies that many business owners overlook—like putting kids on payroll, funding an HSA, or setting up a Medical Expense Reimbursement Plan (MERP)—and more! ?? Understanding these options could help optimize your finances. ?? Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card! Check out the links in the comments below ?? #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #TaxTips #BusinessFinance #SmartMoney
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?? ICYMI: "Living Richly with Curo" dropped a new podcast episode on Friday: #44 – “5 Ways to Deal with Market Volatility” ?? Anne and Atricia discuss five key strategies to navigate market ups and downs with confidence. Please give it a watch/listen, share with your friends, give us a like ?? + 5 ?s, and let us know what you think! ?? Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card! Check out the links in the comments below ?? #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #Volatility #Stocks
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??? Episode 44 of Living Richly with Curo drops tomorrow! In this episode, we’ll discuss five key strategies to navigate market ups and downs with confidence. Here’s a sneak peek ?? ?? When markets drop, fear can kick in—it’s natural! ?? But reacting emotionally can lead to irrational decisions. Instead, take a step back, recognize the instinct, and focus on long-term goals. ?? Planning beats panic every time. ?? Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card! Check out the links in the comments below ?? #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #EmotionalInvesting #Psychology
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??? Episode 44 of Living Richly with Curo drops this Friday! In this episode, we’ll discuss five key strategies to navigate market ups and downs with confidence. Here’s a sneak peek ?? ?? Market downturns are a normal part of investing. ?? Since 1980, the average intra-year decline has been 14%, yet markets still end up positive 75% of the time. Instead of fearing volatility, it can help to think of it as an opportunity—stocks may just be on sale! ??? ?? Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card! Check out the links in the comments below ?? #LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #Volatility #Stocks