• 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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Wealth Management

Understanding Workplace Savings

The phrase "workplace savings" doesn't mean much to most people. If pressed,...
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31 Oct
Wealth Management

Yours, Mine and Ours? When Couples Navigate Money Discussions

When you and your partner start to map out common financial goals, your...
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17 Oct
Wealth Management

The Importance of ERISA Plan Administrators

It’s not uncommon for Defined Contribution (DC) plan fiduciaries to be confused...
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28 Jul
Wealth Management, Practice Management

Exploring Business Owner Exit Strategies for Physicians

With the pressures on private practices showing no signs of letting up, it’s...
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21 Apr
Wealth Management

Financially Preparing for New Parenthood

The prospect of providing for and raising a child for the first time can...
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7 Mar
Wealth Management

‘Tis the Season for Giving: Five Ways to Make the Most of Annual Donations

November and December are popular months for many individuals to express...
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9 Dec
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
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