2022 Tax Reminders!

April 5, 2023
Originally published MARCH 1, 2023

There's still time to contribute to your traditional IRA, Roth IRA or SEP IRA until the tax filing deadline of April 18th.

To access your tax documents please login to Fidelity.com, click on Documents and then select Tax Forms and your tax documents will be listed under your account. If you have another custodian, please login to your account to access your tax documents.

Below are some quick notes to keep in mind regarding retirement contributions and QCDs.

Our Financial Planning Process

At Curran we value service over sales and believe quality service yields happy clients. Below is our 4-step process (the first three steps at no cost to you).

Engage & Discover

A short introductory call for us to get to know one other. During this call we will discuss your financial goals, concerns and hopes for the future.

Goals & Data Gathering

In this meeting we will go over your current financial situation, take a deeper look at your goals, discuss your risk tolerances, and collect the data necessary to build a formal proposal.

Proposal & Evaluate

Based on our data gathering session, our Private Wealth Managers will present you with a custom proposal tailored to your needs. We encourage individuals to take the time to evaluate this proposal.


If you are comfortable with the proposal and choose to invest with Curran, our team will be there every step of the way assisting in opening the recommended accounts and facilitating all necessary parts of your onboarding process.