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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

  • 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 ...
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  • 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 ...
    Read More
  • 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 ...
    Read More
  • 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
  • Money Issues and Marriage

    Cash-flow & Budgeting, Relationships & Money
    May 10, 2022
    by Kurt J. Rossi
    Attitudes about money and finances can create significant problems within many marriages and relationships. In fact, according to a recent study by Money magazine, 84 percent of respondents stated that ...
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  • How to Prioritize Your Financial Life

    Cash-flow & Budgeting, Money Mishaps, Relationships & Money
    March 25, 2022
    by Kurt J. Rossi
    In financial planning, we are taught to “plan” our finances around an uncertain future.  While planning for the future and being a good steward of money and wealth is important, ...
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  • How To Avoid Emotional Investment Mistakes During Difficult Markets

    Cash-flow & Budgeting, Featured Articles, Investing, Money Mishaps
    February 25, 2022
    by Kurt J. Rossi
    Until the tragic developments in Ukraine, the financial markets had continued to march higher in the face of higher valuations, heightened policy uncertainty and inflationary pressures. Increases in the value ...
    Read More
  • 5 Wise Ways to Use Your Tax Refund

    Cash-flow & Budgeting, Credit & Debt, Taxes
    February 11, 2022
    by Kurt J. Rossi
    The Internal Revenue Service kicked off their tax season back on January 24th and expect more than 160 million tax returns to be filled this year with nearly 115 million ...
    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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