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Bring your Finances to LIFE

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

Cash-flow & Budgeting

  • With Interest Rates on the Rise, Should You Purchase or Lease Your Next Vehicle?

    Cash-flow & Budgeting, Investing, Money Mishaps
    February 10, 2023
    by Kurt J. Rossi
        Auto buyers often have preconceived notions about whether it is better to lease or buy a vehicle. While there has never been more information readily available for consumers ...
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  • Smart Money Moves for 2023

    Cash Reserves, Cash-flow & Budgeting, Featured Articles, Investing, Money Mishaps
    December 30, 2022
    by Kurt J. Rossi
    2022 has been a financially challenging year for many Americans.  From peaking inflation and the challenges of higher living expenses to increasing interest rates and elevated levels of market volatility, ...
    Read More
  • Year-End Tax Loss Harvesting May Help Reduce Tax Liability

    Cash-flow & Budgeting, Investing, Taxes
    December 2, 2022
    by Kurt J. Rossi
    2022 has been a turbulent year for the markets.  From concerns about inflation and Federal Reserve rate hikes to fears over an economic slowdown and recession, volatility has entered back ...
    Read More
  • Key Personal Finance Statistics You Should Know (But Probably Don’t)

    Cash-flow & Budgeting, Money Mishaps, Retirement
    October 7, 2022
    by Kurt J. Rossi
    Do you know your numbers?  When it comes to finances, people often spend more time researching what they will purchase with their money than they do gaining financial clarity and ...
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  • Mega Millions Jackpot Highlights the Importance of Managing Sudden Wealth Events

    Cash-flow & Budgeting, Money Mishaps
    August 5, 2022
    by Kurt J. Rossi
    The giant Mega Millions lottery jackpot of $1.34 billion dollars was recently won in Illinois.  Rather than receiving annual payments over 30 years, the winner can choose an up-front lump ...
    Read More
  • 4 College Planning Mistakes to Avoid

    Cash-flow & Budgeting, Education
    July 22, 2022
    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 ...
    Read More
  • With Interest Rates On The Rise, It May Be Time to Review Your Investment Strategy ...

    Cash Reserves, Cash-flow & Budgeting, Investing
    July 1, 2022
    by Kurt J. Rossi
    Now may be a great time to consider revisiting how you are investing your rainy-day fund.  After years of holding short term interest rates at or near zero, the Federal ...
    Read More
  • Address Economic Uncertainty with Defensive Financial Planning

    Cash-flow & Budgeting, Featured Articles, Money Mishaps
    June 16, 2022
    by Kurt J. Rossi
    As the impacts of inflation continue to ripple across the economy, more and more financial analysts are increasing the odds of a recession.  With some of the classic signs of ...
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  • How To Avoid Running Out of Money in Retirement

    Cash Reserves, Cash-flow & Budgeting, Money Mishaps, Retirement
    June 3, 2022
    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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  • How to Prepare for The Next Economic Slowdown

    Cash Reserves, Cash-flow & Budgeting, Featured Articles, Money Mishaps
    May 23, 2022
    by Kurt J. Rossi
    They say what goes up must come down and unfortunately, the economy is often no different.  While first quarter GDP has already contracted, recessions can be difficult to forecast, especially ...
    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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