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  • Cash Reserves
  • Cash-flow & Budgeting
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Home›Category: "Cash-flow & Budgeting" (Page 11)

Cash-flow & Budgeting

  • Leasing vs. buying a car

    Cash-flow & Budgeting, Credit & Debt, Money Mishaps
    August 3, 2014
    by Kurt J. Rossi
    Americans are buying more automobiles than they have in years. In fact, according to J.D. Power and Associates, the auto industry is on track to sell more than 16 million ...
    Read More
  • Renting vs. buying a home

    Cash Reserves, Cash-flow & Budgeting, Money Mishaps, Mortgages, Real Estate
    July 20, 2014
    by Kurt J. Rossi
    Is it better to rent or buy a home? Home ownership has always been a cornerstone of the “American Dream.” While it is certainly an accomplishment worth striving to achieve, ...
    Read More
  • Key strategies for those planning to retire in 2014

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Estate Planning, Insurance, Retirement
    June 8, 2014
    by Kurt J. Rossi
    Deciding when to retire may be one of the most important financial decisions that you will make during your life. Walking away from a regular paycheck and beginning to sustain ...
    Read More
  • Class of 2014 dealing with the realities of graduating in challenging economy

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Education
    May 25, 2014
    by Kurt J. Rossi
    College graduates may have less to celebrate this year. Between the challenging job market and the elevated levels of debt that many face, it is easy to see how it ...
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  • Social Security misconceptions often lead to poor retirement choices

    Cash-flow & Budgeting, Retirement, Taxes
    May 11, 2014
    by Kurt J. Rossi
    Retirees continue to lean on Social Security benefits in order to fund retirement. According to the Social Security Administration, it is expected that 38 million retired workers will collect annual ...
    Read More
  • Mortgage mistakes to avoid

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Money Mishaps, Mortgages
    April 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
  • Avoid costly mistakes with sudden wealth

    Cash-flow & Budgeting, Credit & Debt, Money Mishaps, Retirement, Taxes
    March 2, 2014
    by Kurt J. Rossi
    The winner of last week’s Powerball lottery took home a cool $425 million dollars (before taxes of course). While most of us might not expect to win the lottery, it ...
    Read More
  • Reduce your chances of an audit

    Cash-flow & Budgeting, Money Mishaps, Taxes
    February 16, 2014
    by Kurt J. Rossi
    Tax season is upon us and both taxpayers and preparers have begun compiling income tax statements in order to meet the upcoming April 15 deadline. More than 243 million tax ...
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  • Managing your own personal debt ceiling

    Cash-flow & Budgeting, Credit & Debt, Money Mishaps
    February 3, 2014
    by Kurt J. Rossi
    With the United States officially reaching its debt ceiling limit of $16.4 trillion, Congress has been working to allow the Treasury Department to borrow new money until mid-May. This essentially ...
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  • Prepare financially for a new child

    Cash Reserves, Cash-flow & Budgeting, Education, Estate Planning, Insurance
    January 19, 2014
    by Kurt J. Rossi
    Welcoming a new child to your family is an exciting and joyous event. After deciding on nursery colors, newborn clothes and a crib, it is time to give some serious ...
    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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