Curio Wealth

10/08/2026

Considering moving to a continuing care retirement community (CCRC)?

Yes, the numbers matter, but they aren’t the ONLY thing that matters! In this quick video, Curio Wealth’s Jake Sadler, CFP® shares why visiting multiple CCRCs in person is the first step, and what you should look for when you go.

10/02/2026

Confused by retirement community contracts? 😵‍💫🥴

Not all communities make the same promises, or structure the cost of future care in the same way. If you’re considering a continuing care retirement community (CCRC) as part of your retirement plan, watch this quick video from Curio Wealth’s Jake Sadler first. 👇 He breaks down the different types of CCRC contracts and why the details matter before you make a move.

09/21/2026

Just retired? Hopefully it’s everything you dreamed it would be… 🤩 every night's Friday night. Every day's Saturday. You’re finally doing all the things you've been waiting years for.

But here's the thing we don't talk about enough: retirement isn't one season. It's several. And the way you plan for the fun years isn't the way you plan for what comes after.

This short clip from our own Jake Sadler shines a light on the phases of retirement most people never think about—and why you should!

09/10/2026

Retirement planning usually starts with the same questions:
💰 Will I run out of money?!
💰 How much do I need?
💰 When can I stop working?

But there’s one factor that quietly shapes every one of those answers... check out Jim's video to learn what it is and how it can shape your retirement planning.

Retirement planning usually starts with the same questions: How muc...

08/27/2026

“We’re going to be SO rich when daycare ends!” 🥳

Respectfully… no, you’re not. 😭

What actually happens is less “sudden financial freedom” and more “your kids found new, creative ways to spend your money”:
💲Summer camps that cost more than your first apartment
💲Aftercare (because apparently 2:15 PM is a full day)
💲Sports, activities, and equipment you didn’t know existed

And just like that, the money you thought you were getting back is reassigned.

Here’s why this transition catches so many families off guard, and how to think about it (and plan for it) before you start mentally spending those “extra” dollars.

Money without a plan tends to make its own plans!

08/26/2026

Cutting your retirement contributions to afford childcare might feel like the responsible move.

It’s also NOT the first place we’d look.

When budgets get tight, most people default to dialing back investing or pausing extra debt payments. It solves the immediate problem but can create a quieter, longer-term one.

Here’s Liz Gillette explaining a different way to find breathing room without immediately sacrificing your future goals:

08/24/2026

👀 Struggling with the cost of daycare (or about to be very soon)? You’re not the only one. The average cost of keeping 2 kids in child care is now higher than the average cost of rent in all 50 states.

Often parents compare the financial trade-off of leaving the workforce vs. paying for childcare, but don’t consider all the variables. It’s too often simplified to: how much do I make vs. how much does daycare cost?

As a mom of three, Liz Gillette knows a thing or two about daycare, and she believes this framing misses a much bigger picture.

Here’s a quick overview of what’s often overlooked in this decision. The right path is different for every family, but making an informed decision starts with considering the full picture.

08/11/2026

What’s the biggest variable in your retirement plan?

Your health!

Your health impacts how long you’ll live, which in turn drives how long your money needs to last—and that’s a guess no financial planner can make with certainty. The goal shouldn’t be to predict the future but to build a plan that works across different possible lifespans and still lets you live now.

👇 Here’s Jim Kantowski with a quick explanation of what the advisors at Curio take into consideration when doing long-range planning.

08/10/2026

Think Medicare is “free at 65”? It’s not!

Plus, here's an (evil) retirement plot twist: Did you know that the way you withdraw your own money can raise your Medicare bill? 😱

Jim Kantowski walks through an example of how different types of income show up on your tax return so you can see why strategic withdrawals benefit you.

Watch the excerpt, then ask your advisor: "What's our income distribution strategy?"

07/31/2026

Throwback to Liz being named one of NAPFA's top women to know in financial advising ✨

As Founder and Senior Financial Advisor at Curio Wealth, Liz Gillette partners with individuals and dual-career couples in their 30s and 40s, guiding them toward smart financial decisions as they balance work, life, and caregiving responsibilities.

With over 15 years of experience, Liz brings her talents for listening, executing, and encouraging others to help clients succeed. She leads with curiosity, working to understand her clients’ goals and creating a roadmap to achieve them. When working with couples, she ensures both partners have their voices heard and strongly advocates for shared responsibilities.

Looking ahead, Liz focuses on growing Curio Wealth while maintaining its unique company culture, where clients are at the heart of every decision. At Curio Wealth, they believe clients are the experts on themselves, and their role is to guide them in shaping their financial future.

💼 Why would Liz recommend this profession to other women?
The financial advising profession offers flexibility, an opportunity to build lasting relationships and a healthy income. It’s a great career for women to benefit from their own financial expertise—especially given the challenges women often face with lower wages, longer life expectancy, and more unpaid leave from work.

Read Liz'z full comments and see more NAPFA Women to Know here - https://bit.ly/4cuFVLK