• Curi Blog Welcome

    Welcome to the Curi Blog

    Ideas and observations from our in-house experts

  • Curi Blog

    Is your data safe?

    Given the growing threat of cyberattacks, practices need to be ready. 

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  • Curi Blog

    Is a cash balance retirement plan right for you?

    It’s important for organizations and individuals to learn more about all their options.

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Risk Management

The Doctor Is Out: Key Risk Considerations With Physicians Working Remotely

Medical practices’ increased use of telemedicine during the COVID-19 pandemic...
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6 Oct
Wealth Management

Educating Children About Money Management Before an Inheritance

Educating children about financial independence and responsibility is essential...
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28 Sep
Practice Management

Change and Transition: Guiding Your Employees Through the Journey

The COVID-19 pandemic has brought a seemingly unending flow of change around...
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20 Sep
Wealth Management

Could a Cash Balance Retirement Plan Be Right for Your Practice?

According to a recent study by Fidelity Investments[1], more than 80% of...
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17 Aug
Wealth Management

Are You Leaving Money on the Table? 4 Questions to Consider When Repaying Your Student Loans

For those in the medical field, student loans are not just common, but nearly...
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13 Jul
Practice Management, Health Policy

What You Need to Know Before Cures Act Rule Implementation on April 5

This time last year, the Office of the National Coordinator (ONC) for Health...
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11 Mar
Wealth Management

6 Common Financial Concerns for Physicians

The financial needs of physicians present several unique challenges. Cultural...
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23 Feb