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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! 

 

Wednesday, September 23, 2020

I connected with Jennifer Shemtob, Owner of Teacher Time to Go, a "travel to you" tutoring company in the Greater Philadelphia Area to get her input on helpful strategies for families with at-home virtual learners!

 

Wednesday, September 23, 2020

A History Lesson on Federal Public Service Loan Forgiveness (PSLF)While I was never a great history student, our last piece of this month we want to shed some light on a very common question we receive related to the viability of...

 

Wednesday, September 23, 2020

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...

 

Thursday, September 3, 2020

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...

 

Sunday, August 30, 2020

President Trump's Executive Orders & The Debate On Capital HillEarlier this month President Trump issued executive orders designed to bridge the gap between the expiration of the CARES Act and Congress's ability to enact new...

 

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Thursday, August 27, 2020

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...

 

Wednesday, January 15, 2020

With the new year and decade in full speed we wanted create a blog post about our teams’ dream travel destination for the new decade. We have come up with ten destinations on where we would like to travel in the next 10 years....

 

Thursday, December 5, 2019

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,...

 

Tuesday, November 26, 2019

As we approach the time of year where the craziness of the holidays can start to consume us, Tony and I took a few moments this week to reflect on 2019 to and be thankful for our teams' successes, personal matters, and most importantly...

 

Thursday, September 26, 2019

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...

 

Monday, August 12, 2019

During our last installment of Corio’s Corner, we looked at the impact of the new pending SECURE act on a common legacy financial planning technique, the “Stretch IRA”. Today’s blog post will examine the other...

 

Monday, July 22, 2019

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...

 

Tuesday, October 30, 2018

Last week there was some major news in the financial world as General Electric (GE) slashed dividends by 90%, moving from $.12 per share down to a single penny per share. To date, according to S&P Dow Jones Indices and reported by the...