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  • Cash Reserves
  • Cash-flow & Budgeting
  • Credit & Debt
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Home›Category: "Cash-flow & Budgeting"

Cash-flow & Budgeting

  • How To Avoid Running Out of Money in Retirement

    Cash Reserves, Cash-flow & Budgeting, Money Mishaps, Retirement
    May 28, 2026
    by Kurt J. Rossi
    Running out of money in retirement continues to be a major concern for many Americans.  In fact, a recent report from AIG Life & Retirement notes that 60 percent of ...
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  • Is a Roth 401(k) Better Than a Traditional 401(k)?

    Cash-flow & Budgeting, Investing, Retirement
    May 28, 2026
    by Kurt J. Rossi
    The number of employers offering a Roth 401(k) option is on the rise.  In fact, a report from The Plan Sponsor Council of America suggests that 89 percent of 401(k) plans ...
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  • Overcoming Common Retirement Misconceptions

    Cash-flow & Budgeting, Retirement, Taxes
    May 28, 2026
    by Kurt J. Rossi
    Are you “retirement-ready”? Many people dream of a retirement filled with time spent traveling, enjoying hobbies and making lasting memories with family. However, it is not always easy to know ...
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  • How To Avoid Emotional Investment Mistakes During Difficult Markets

    Cash-flow & Budgeting, Featured Articles, Investing, Money Mishaps
    May 28, 2026
    by Kurt J. Rossi
    Financial markets are no stranger to volatility. Whether driven by geopolitical uncertainty, inflationary pressures, rising interest rates, or broader economic concerns, periods of market turbulence are an inevitable part of ...
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  • How to Prepare Your Financial Plan and Portfolio for the Unexpected

    Cash-flow & Budgeting, Featured Articles, Investing
    May 28, 2026
    by Kurt J. Rossi
    Each year, the Federal Reserve board releases the results of its annual financial stress tests on the largest banks in our country. Popularized during the financial crisis, the analysis serves ...
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  • 4 College Planning Mistakes to Avoid

    Cash-flow & Budgeting, Education
    May 28, 2026
    by Kurt J. Rossi
    College costs continue to rise each and every year.  In fact, according to statistics from the College Board, college costs have grown exponentially over the last 35 years.  While tuition ...
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  • How to Prepare Your Finances for an Economic Slowdown

    Cash Reserves, Cash-flow & Budgeting
    May 28, 2026
    by Kurt J. Rossi
    With the latest economic expansion just over four years old, some economists have suggested that our growth trajectory may run out of steam.  In fact, a recent study from the ...
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  • 5 Strategies to Feel More Secure About Your Retirement

    Cash-flow & Budgeting, Featured Articles, Retirement, Uncategorized
    May 27, 2026
    by Kurt J. Rossi
    Financial success isn’t just about money. Sure, we all wouldn't mind a little more of it but there is much more to living a confident retirement than how much you ...
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  • The Importance of Protecting Yourself Against Financial Storms

    Cash Reserves, Cash-flow & Budgeting, Insurance
    May 26, 2026
    by Kurt J. Rossi
    As we have seen time and time again, tropical storms and hurricanes can be unpredictable, with the potential to cause both physical and financial damage. Financial storms and financial uncertainty ...
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  • How to Overcome the Three Most Common Financial Regrets

    Cash-flow & Budgeting, Credit & Debt, Retirement
    May 31, 2024
    by Kurt J. Rossi
    Our lives are filled with an overwhelming number of financial choices and there are certainly some financial matters most of us might have handled differently along the way.  In fact, ...
    Read More
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About Kurt J. Rossi

Kurt brings financial clarity to his clients as the President & CEO of Independent Wealth Management - an independent financial planning firm. In addition to degrees in Finance and Accounting (MBA), Kurt is a CERTIFIED FINANCIAL PLANNERtm Practitioner (CFP®), Chartered Retirement Planning Counselorsm (CRPC®), an Accredited Investment Fiduciary (AIF®) and a finance enthusiast who stands ready to help empower you financially.

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Email: kurt.rossi@independentwm.com or 732-280-7550.

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