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Bring your Finances to LIFE

  • Cash Reserves
  • Cash-flow & Budgeting
  • Credit & Debt
  • Education
  • Insurance
  • Investing
  • Real Estate
  • Mortgages
  • Money Mishaps
  • Relationships & Money
  • Retirement
  • Estate Planning
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Home›Category: "Cash-flow & Budgeting"

Cash-flow & Budgeting

  • Overcoming Common Retirement Misconceptions

    Cash-flow & Budgeting, Retirement, Taxes
    September 8, 2023
    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 ...
    Read More
  • With Property Values Up, Is Now the Time To Consider Downsizing Your Home?

    Cash Reserves, Cash-flow & Budgeting, Real Estate
    August 25, 2023
    by Kurt J. Rossi
    If you are thinking about downsizing your home at some point during your life, chances are you are not alone.  Today, more and more Americans are considering this move.  As ...
    Read More
  • Consider These Mid-year Money Moves

    Cash Reserves, Cash-flow & Budgeting, Investing
    July 17, 2023
    by Kurt J. Rossi
    A mid-year financial review can be a great time to stop and assess your financial progress.  Are you on track for your savings and investing goals year to date?  Are ...
    Read More
  • Financial Rules of Thumb to Consider Breaking

    Cash Reserves, Cash-flow & Budgeting, Investing, Mortgages, Retirement
    June 16, 2023
    by Kurt J. Rossi
    Wouldn't it be nice if financial planning was simple and the same financial strategies were applicable to most everyone? Unfortunately, there are no cookie-cutter approaches to financial management.  From investment ...
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  • 9 Of the Biggest Financial Mistakes to Avoid

    Cash-flow & Budgeting, Education, Estate Planning, Featured Articles, Insurance, Money Mishaps, Retirement
    May 19, 2023
    by Kurt J. Rossi
    Americans continue to worry about their finances. An increasingly complex financial world coupled with a decrease in financial literacy has caused many people to feel less confident about their financial future.  ...
    Read More
  • The Impact of Age Differences on Your Financial Planning

    Cash-flow & Budgeting, Relationships & Money, Retirement
    May 6, 2023
    by Kurt J. Rossi
    Deciding who to share your life with is usually based upon factors other than retirement planning.  After all, most couples do not begin their relationship by considering strategies for claiming ...
    Read More
  • 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 ...
    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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