Curo Private Wealth

🎙️ Episode 28 of Living Richly with Curo drops this Friday! In this episode, we’ll explore the essentials of managing credit effectively. Here’s a sneak peek 🔎 Paying bills on time is one of the biggest factors in maintaining a healthy credit score. 💳 💡 Set reminders or automate payments for essentials like rent and loans, and if auto-pay isn’t available, consider using your bank’s bill pay service to make sure payments arrive on time! ✉️ Send your questions to podcast@curoprivatewealth.com, 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

🚨 ICYMI: "Living Richly with Curo" dropped a new podcast episode on Friday: #27 – “1031 Real Estate Exchanges.” Anne McCabe, CFP®, CRPC® and Atricia J. Roberts, CFP® discussed how this tax deferral strategy can work for investment property owners, breaking down key points like: 1️⃣ Deferring capital gains with “like-kind” property swaps  2️⃣ Meeting strict timelines to qualify  3️⃣ Navigating pros and cons for successful exchanges, and more! 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 podcast@curoprivatewealth.com, 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

🌟 Are you in the GAP or in the GAIN? 🌟 I wanted to share a concept I recently learned from Dan Sullivan's book, The Gap and The Gain, that has made a huge impact on my life. 🔹 The Gap: This is when you focus on how far you still have to go toward your goal. It can feel like you’re always chasing a moving target 🎯. 🔹 The Gain: Instead of looking at the gap, celebrate how far you've come! 🎉 Recognize your progress and achievements—no matter how small— to cultivate motivation and satisfaction 💪. My takeaways: 1️⃣ Measure Backwards – Compare yourself to your past self, not an ideal future. 2️⃣ Celebrate Progress – Every small win matters! 🏆 3️⃣ Shift Your Mindset – Focus on gains, not gaps. Since I’ve started “living in the gain,” it’s transformed my perspective and even how I encourage my 7-year-old son in his achievements (pogo stick jumping, anyone?). Remember: Focusing on the gain helps you feel more joy in the journey and keeps you motivated. 🚀 Would love to hear your thoughts on this concept in the comments! 👇 Shoutout to Gisela Ghani for introducing me to one of his other books, 10x is Easier Than 2x 😉 #GrowthMindset #TheGapAndTheGain #DanSullivan #Motivation #CuroPrivateWealth

🎙️ Episode 27 of Living Richly with Curo drops tomorrow! 🏠 When you sell an investment property, accessing the cash immediately can disqualify a 1031 exchange. 🚫 🔑 To keep the tax deferral benefits, funds must be held by a qualified intermediary until you close on a new property of equal or greater value. 📝 Follow the rules to keep the tax benefits intact! ✉️ Send your questions to podcast@curoprivatewealth.com, and if we use your question you will receive a $10 Amazon gift card! 🎧 Listen at the links in the comments below ⬇️ #LivingRichly #Podcast #CuroPrivateWealth

Curo is #hiring a new Registered Client Services Associate in Reston, Virginia. Apply today or share this post with your network. Please & thank you!

New team shot 😊