January Newsletter

New year, New Financial Planning Software!

Introducing: eMoney

 

Some of the features include:

  • Customized Client Website
  • Interactive Cash Flow Retirement Tool
  • Updated Client Reports Available on Your Client Website
  • Budget Analysis Tool
  • Track Progress Toward Financial Goals
  • Easily Aggregate All Client Accounts, Including those Held Outside Curtis & Associates
  • Simplify Registration and Onboarding
  • Unlimited Document Storage and Document Sharing

 

Contact your advisor today to set up your account!

 

Follow us on Instagram: @curtisandassociates

 

If I have student loans to pay off, should I also save for retirement? Here’s what experts say

 
Read More
 

New law may encourage businesses to offer retirement plans

 

 
Read More

Have An IRA Or 401(k)?

The SECURE Act Would Change Your Estate Planning

 

The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019, which passed the House in a 417-3 vote and will now likely pass the Senate by unanimous consent, will probably change your estate planning.

 
Learn More

We are proud to announce we have been chosen as a

Learn more about ChamberChoice here! 

Small Business Corner

 

11 Crucial Skills Every Small Business Owner Needs From Day One

 

When you own a small business, you have to take on many of the day-to-day responsibilities yourself—at least in the beginning.

 
Learn More
 

12 Techniques for Making Business Travel More Affordable

 

Even though technology has significantly reduced the necessity of travel, entrepreneurs still need to go places for a variety of reasons. 

 
Read More
5925 Nall Avenue, Mission, KS
913-319-8990

Share on social

Share on FacebookShare on X (Twitter)

Check out our website