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  • Cash Reserves
  • Cash-flow & Budgeting
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Home›Category: "Cash-flow & Budgeting" (Page 10)

Cash-flow & Budgeting

  • Should you invest in a second home

    Cash-flow & Budgeting, Credit & Debt, Investing, Mortgages, Real Estate, Taxes
    November 8, 2015
    by Kurt J. Rossi
    Purchasing a second home is a common goal often heard from clients during the financial planning process.  From a winter retreat in retirement to a house renovation/flip, there are many ...
    Read More
  • Raising financially conscious kids in the digital age

    Cash-flow & Budgeting, Credit & Debt, Education, Investing, Real Estate, Taxes
    September 27, 2015
    by Kurt J. Rossi
    Cash is no longer king – at least not like it was in the past.  According to the Federal Reserve Bank of Boston's most recent report of Consumer Payment Choice, ...
    Read More
  • Stress-testing your finances may help prepare you for the unexpected

    Cash Reserves, Cash-flow & Budgeting, Investing, Retirement
    August 14, 2015
    by Kurt J. Rossi
    Each year the Federal Reserve releases the results of financial stress tests on 31 of the largest banks. Popularized in the U.S. during the financial crisis, the analysis serves as ...
    Read More
  • 4 financial issues to address before tying the knot

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Money Mishaps, Relationships & Money
    July 17, 2015
    by Kurt J. Rossi
    Nearly 2.3 million couples will get married this year in the U.S. While we have all heard statistics on the alarming number of marriages that end in divorce, it may ...
    Read More
  • 5 financial rules of thumb to consider breaking

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Estate Planning, Insurance, Investing, Mortgages, Retirement, Taxes
    June 22, 2015
    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 ...
    Read More
  • Home buying mistakes to avoid

    Cash-flow & Budgeting, Credit & Debt, Investing, Money Mishaps, Mortgages, Real Estate
    February 28, 2015
    by Kurt J. Rossi
    Low interest rates and a stronger job market continue to fuel growth in housing. While the number of national home sales declined slightly in 2014 (3 percent) to 4.93 million, ...
    Read More
  • How much your holiday debt will really cost you

    Cash-flow & Budgeting, Credit & Debt, Money Mishaps
    December 6, 2014
    by Kurt J. Rossi
    With Black Friday and Cyber Monday behind us, the holiday retail season is now in full swing. We have reached that time of year when retailers finally go into the ...
    Read More
  • How to financially protect your spouse

    Cash-flow & Budgeting, Insurance, Relationships & Money
    October 11, 2014
    by Kurt J. Rossi
    When it comes to household finances, it is not uncommon for one spouse to take a more active role. While it is often advisable for both spouses to share equally ...
    Read More
  • Mortgage mistakes to avoid

    Cash-flow & Budgeting, Credit & Debt, Mortgages
    August 27, 2014
    by Kurt J. Rossi
    For most Americans, the purchase of a home is the single largest investment made during their life. In order to make the dream of home ownership a reality, most rely ...
    Read More
  • Major money mishaps

    Cash-flow & Budgeting, Credit & Debt, Estate Planning, Insurance, Money Mishaps, Retirement
    August 17, 2014
    by Kurt J. Rossi
    Americans continue to fret 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 ...
    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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