Anne McCabe, CFP®, CRPC®

#BoyMom | CEO & Partner @ Curo Private Wealth | Lvr of health/fitness | Securities offered through Kestra Financial, Member SIPC.

[Anne McCabe, CFP®, CRPC® @AnneDayMcCabe]

📉 After the Fed rate cut, personal loan and credit card rates are expected to decline.

🎓 While federally backed student loans remain fixed, private loans may see a drop.

🏡 Plus, mortgage rates have fallen from nearly 8% to around 6.3%.

#FederalReserve #CuroPrivateWealth

[Anne McCabe, CFP®, CRPC® @AnneDayMcCabe]

🎙️ Episode 15 of Living Richly with Curo drops tomorrow!

In this episode, we continue discussing how to handle the death of a spouse from a financial standpoint.

🎧 Listen here:

YouTube: https://t.co/rjrS7vyDOU
Apple: https://t.co/J4XEj4xIYl
Spotify: https://t.co/HxdUeCmdsq

[Anne McCabe, CFP®, CRPC® @AnneDayMcCabe]

🎙️ Episode 14 of Living Richly with Curo drops tomorrow!

In this episode, we’ll be covering how to handle the death of a spouse from a financial standpoint.

🎧 Listen tomorrow:

YouTube: https://t.co/rjrS7vyDOU
Apple: https://t.co/J4XEj4xIYl
Spotify: https://t.co/HxdUeCmdsq

[Anne McCabe, CFP®, CRPC® @AnneDayMcCabe]

Episode 10 of Living Richly with Curo is out!

🎧 Listen at the links below:

YouTube: https://t.co/rjrS7vyDOU
Apple: https://t.co/J4XEj4xIYl
Spotify: https://t.co/HxdUeCmdsq

#LivingRichly #Podcast #PersonalFinance

[Anne McCabe, CFP®, CRPC® @AnneDayMcCabe]

🎙️ Episode 10 of Living Richly with Curo drops this Friday!

🔍 Here’s a quick highlight discussing Roth conversions.

[Anne McCabe, CFP®, CRPC® @AnneDayMcCabe]

Episode 9 of Living Richly with Curo is out!

🎧 Listen at the links below:

YouTube: https://t.co/rjrS7vyDOU
Apple: https://t.co/J4XEj4xIYl
Spotify: https://t.co/HxdUeCmdsq

#LivingRichly #Podcast #PersonalFinance

[Anne McCabe, CFP®, CRPC® @AnneDayMcCabe]

🎙️ Episode 9 of Living Richly with Curo drops tomorrow!

🎁 Estate planning can be a great gift to your loved ones.

That being said, we believe leaving these assets to younger beneficiaries in trust, where there are protections, is the best option. 🥇

[Anne McCabe, CFP®, CRPC® @AnneDayMcCabe]

🎙️ Episode 8 of Living Richly with Curo drops tomorrow!

🔍 Here's a sneak peek on carry forward losses.

When there are losses in one year, you can carry those losses forward to the next year to offset some of the taxes on your gains. 💵

#LivingRichly #Podcast #PersonalFinance

[Anne McCabe, CFP®, CRPC® @AnneDayMcCabe]

🎙️ Episode 7 of Living Richly with Curo drops tomorrow!

At Curo, we believe long-term planning is more than just looking at the numbers 📊

🧠 One of our main goals is to help clients with behavioral coaching and emotional centeredness. 🧘

[Anne McCabe, CFP®, CRPC® @AnneDayMcCabe]

🎧 Listen at the links below:

YouTube: https://t.co/rjrS7vyDOU
Apple: https://t.co/J4XEj4xIYl
Spotify: https://t.co/HxdUeCmdsq

#LivingRichly #Podcast #PersonalFinance

[Anne McCabe, CFP®, CRPC® @AnneDayMcCabe]

🎙️ Episode 6 of Living Richly with Curo drops tomorrow!

Join us as we dive into the nuances of Health Savings Accounts, and learn to leverage this important account effectively!

#LivingRichly #Podcast #PersonalFinance

[Anne McCabe, CFP®, CRPC® @AnneDayMcCabe]

🎧 Listen at the links below:

YouTube: https://t.co/rjrS7vyDOU
Apple: https://t.co/J4XEj4xIYl
Spotify: https://t.co/HxdUeCmdsq

#LivingRichly #Podcast #PersonalFinance

[Anne McCabe, CFP®, CRPC® @AnneDayMcCabe]

🎙️ Episode 5 of Living Richly with Curo drops this Friday!

This episode, we discuss children’s education 🎓

Education dreams can be big, but so are the financial implications. A good advisor can help you navigate both to secure a brighter future for you and your children 🌟💼

[Anne McCabe, CFP®, CRPC® @AnneDayMcCabe]

🎙️ Episode 4 of Living Richly with Curo drops tomorrow!

We suggest bulking up cash reserves for stability and peace of mind in volatile times and during the transition into retirement 🛡️🔒

#LivingRichly #Podcast #PersonalFinance

[Anne McCabe, CFP®, CRPC® @AnneDayMcCabe]

🎙️ Episode 3 of Living Richly with Curo drops tomorrow!

🎧 Listen tomorrow at the links below:

YouTube: https://t.co/rjrS7vyDOU
Apple: https://t.co/J4XEj4xIYl
Spotify: https://t.co/HxdUeCmdsq

#LivingRichly #Podcast #PersonalFinance

[Anne McCabe, CFP®, CRPC® @AnneDayMcCabe]

🎉 Exciting News! 🎉

🌟 Ready to plan your retirement? Join Curo's webinar this Thursday (May 16th) at 12:00pm EST! We will dive into some of the non-financial aspects of retirement planning.

https://t.co/9LfmtlEYTk

#Retirement #FinancialPlanning #Webinar

[Anne McCabe, CFP®, CRPC® @AnneDayMcCabe]

YouTube: https://t.co/rjrS7vyDOU
Apple: https://t.co/J4XEj4xIYl
Spotify: https://t.co/HxdUeCmdsq

[Anne McCabe, CFP®, CRPC® @AnneDayMcCabe]

🎙️ Episode 2 of Living Richly with Curo drops tomorrow!

Check out this sneak peek about the accumulation versus distribution phases in a financial plan.

🎧 Listen Friday at the links in the comments:

#Podcast #FinancialPlan #LivingRichly

[Anne McCabe, CFP®, CRPC® @AnneDayMcCabe]

https://t.co/ipw02fbJcn

[Anne McCabe, CFP®, CRPC® @AnneDayMcCabe]

🎙️ Our next podcast episode drops this Friday!

💡 Anne sheds some light on the many roles financial advisors can play in guiding clients through life's financial complexities.

🎧 Listen Friday at the links in the comments:

#Podcast #FinancialPlanning #LivingRichly

[Anne McCabe, CFP®, CRPC® @AnneDayMcCabe]

https://t.co/5RSADbOYec