Top Menu

  • Learn more about Kurt

Main Menu

  • Cash Reserves
  • Cash-flow & Budgeting
  • Credit & Debt
  • Education
  • Insurance
  • Investing
  • Real Estate
  • Mortgages
  • Money Mishaps
  • Relationships & Money
  • Retirement
  • Estate Planning
  • Taxes
  • Learn more about Kurt
logo

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

Cash-flow & Budgeting

  • Money moves for 2014

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Estate Planning, Investing, Taxes
    January 5, 2014
    by Kurt J. Rossi
    From your health to your wealth, New Year’s resolutions can help jump-start your game plan for 2014. While a recent CBS News poll suggests only half of those Americans who ...
    Read More
  • Don't let the holidays ruin your credit

    Cash-flow & Budgeting, Credit & Debt, Money Mishaps
    December 22, 2013
    by Kurt J. Rossi
    For many retailers, the holiday season is the first time during the year when they become profitable. For consumers on the other hand, the holidays often lead to excessive spending ...
    Read More
  • Retirement account penalties can be costly

    Cash-flow & Budgeting, Credit & Debt, Education, Insurance, Real Estate, Retirement, Taxes
    December 8, 2013
    by Kurt J. Rossi
    Accessing retirement accounts before age 59½ can prove costly, usually resulting in a penalty of 10 percent of the amount withdrawn. While many savers do not intend to tap into ...
    Read More
  • Flexible spending accounts can help tax burden

    Cash-flow & Budgeting, Credit & Debt, Insurance, Money Mishaps, Taxes
    November 24, 2013
    by Kurt J. Rossi
    Year-end is an ideal time to assess your benefit options for 2014 including life, health, and other cafeteria plans that may help reduce your tax liability. One effective, yet often ...
    Read More
  • Five steps to financial prosperity

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Insurance, Investing, Retirement
    September 1, 2013
    by Kurt J. Rossi
    After experiencing one of the most challenging financial periods in our nation’s history, Americans have begun to dig themselves out. The unemployment rate is slowly improving and household debt is ...
    Read More
  • Improving your child's financial literacy

    Cash-flow & Budgeting, Credit & Debt, Education, Investing, Taxes
    July 7, 2013
    by Kurt J. Rossi
    Younger generations face an uphill financial battle and federal agencies have begun to take notice. Recently, the U.S. Consumer Financial Protection Bureau outlined recommendations for financial education for grades K-12. ...
    Read More
  • Signs you may not be ready to retire

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Insurance, Retirement
    May 26, 2013
    by Kurt J. Rossi
    Determining the right time to retire is no easy task. With far-reaching financial and emotional effects, the retirement decision is one of the most critical choices that pre-retirees will make. ...
    Read More
  • Now may be a great time to consider rental property purchase

    Cash Reserves, Cash-flow & Budgeting, Insurance, Investing, Mortgages, Real Estate
    May 12, 2013
    by Kurt J. Rossi
    Now may be a great time to look at purchasing a rental property. With interest rates near all-time lows, improving supply and demand dynamics and low real estate prices, the ...
    Read More
  • Tips for new college grads to tackle financial challenges

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Education, Retirement
    April 28, 2013
    by Kurt J. Rossi
    As college seniors wrap up final exams and prepare for graduation, the realities of life after college begin to set in. From securing a job and addressing student loans to ...
    Read More
  • Red flags may prompt IRS audit

    Cash-flow & Budgeting, Money Mishaps, Taxes
    March 3, 2013
    by Kurt J. Rossi
    In an effort to increase revenue and combat tax fraud, the federal government actively audits returns. While the overall audit rate for individual returns is approximately 1 percent, ignoring the ...
    Read More
← 1 … 9 10 11 12 →

 

Searching for a specific topic? Try our search bar…

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.

Join Our Financial Empowerment Newsletter

* indicates required

Post Categories

Ready to take your finances to the next level?

Do you have a money question that you need answered?

Send an email or feel free to call - We will do our best to help. Reach us at

Email: kurt.rossi@independentwm.com or 732-280-7550.

Speaking & Media Inquiries: 732-280-7550

Firm site: www.independentwm.com

Education = Empowerment!

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, DE, FL, GA, IL, IN, LA, MA, MD, MN, NC, NJ, OH, PA, RI, SC, VA.

 

 

  • HomePage
  • About us
© Copyright Bring Your Finances to Life. All rights reserved.