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In just three months of operation, weve seen encouraging growth.
Our revenue has already started covering costs, with an approximate return of 31% on the initial investment.
John met with Harrison, one of their seniorfinancial advisorswho is a Certified Financial Planner, over Zoom.
He was only three months away from retirement; he had a 401k and a pension.
Harrison initially spoke with him about making the right selection on Social Security, End said.
This allowed him to save thousands on taxes when he retired.
The company invested the rest of his money in a growth fund.
In her 50s, Sarah decided to buy a condominium in a retirement community for cash.
To pop pop the space, I had a contractor knock down the kitchen wall.
She brought some pieces she owned and had inherited from her parents to maximize her savings and minimize spending.
But renovating during COVID-19 was far from easy, said Sarah; there were many challenges and delays.
However, house prices skyrocketed in one or two years, and her homes value doubled.
Im totally confident that buying my condo was the best investment I could have made with my inheritance.
Curate Capital plans to launch its second fund in 2024 to maintain the momentum of its first funds success.
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