Hello and welcome to Corio’s Corner. Our team at Corio & Associates, LLC is always striving to be on top of the latest trends and news that impacts our clients. This blog will serve as a way for us to share new happenings in the financial world, present concepts, and solidify points that you may have heard from us already. Our team’s goal with Corio’s Corner will be to publish new and original content 1-2 times per month for your enjoyment. We hope that these posts can spark conversation and help you continue your uncommon financial planning to create your extraordinary life!
Before getting into the topic of college planning we always like to caveat these conversations with the notion that planning your children's college should always come second to securing your retirement. In our experience, we've seen...Read More
As travel has come to pause due to the COVID-19 virus do you still need those luxury travel credit cards with the high fees? American Express Card ShuffleWith travel essentially stopping, companies have been looking at examining the...Read More
As we move closer to the end of summer, there seems to be more uncertainty in our lives than ever before. Will our kids go back to school? What will happen with the upcoming election? What about our local businesses as the weather...Read More
One of our core beliefs of financial planning is to ensure that you and your family are protected against the unexpected. We take a detailed analysis around all areas of your life to make sure that if life knocks you off your path,...Read More
News headlines recently have been filled with headlines stating "The Fed" has cut interest rates. We wanted to take some a moment to dive into this topic to discuss how that impacts your wallet! First a brief history & economics lesson...Read More
For our first installment of Corio’s Corner, we are going to dive into a new and hot topic in the world of financial services. The Setting Every Community Up for Retirement (SECURE) Act which was nearly unanimously passed through...Read More