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Bring your Finances to LIFE

  • Cash Reserves
  • Cash-flow & Budgeting
  • Credit & Debt
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  • Insurance
  • Investing
  • Real Estate
  • Mortgages
  • Money Mishaps
  • Relationships & Money
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Home›Category: "Cash-flow & Budgeting" (Page 2)

Cash-flow & Budgeting

  • 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, ...
    Read More
  • 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
  • Smart Money Moves for 2022

    Cash-flow & Budgeting, Featured Articles, Investing
    January 14, 2022
    by Kurt J. Rossi
    Next to health and wellness, financial resolutions are usually the next most common goal for the New Year. According to the Fidelity Investments 2022 New Year’s Financial Resolutions Study, the ...
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  • Don’t Let Holiday Spending Derail Your Financial Goals

    Cash-flow & Budgeting, Credit & Debt, Money Mishaps
    December 31, 2021
    by Kurt J. Rossi
    We have reached that time of year when retailers finally go into the black and become profitable while many Americans go into the red, having spent more than their income ...
    Read More
  • Money Moves to Make at Every Age (Part 2: 50s & Beyond)

    Cash-flow & Budgeting, Estate Planning, Insurance, Relationships & Money, Retirement
    December 17, 2021
    by Kurt J. Rossi
    This is the second of a two-part series on the financial moves that should be considered at various pivotal points in your life. After reviewing key decisions to consider during ...
    Read More
  • 5 Strategies to Feel More Secure About Your Retirement

    Cash-flow & Budgeting, Featured Articles, Retirement, Uncategorized
    October 25, 2021
    by Kurt J. Rossi
    Financial success isn’t just about money. Sure, we all wouldn't mind a little more of it but there is much more to living a secure retirement than how much you ...
    Read More
  • Money Moves to Make After Tying the Knot

    Cash-flow & Budgeting, Estate Planning, Insurance, Relationships & Money
    June 11, 2021
    by Kurt J. Rossi
    While marriage can be an exciting time, the realities of integrating the financial goals of two different people can be challenging. Too often, couples find out later that financial incompatibilities ...
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  • Preparing Your Finances for a New Child

    Cash-flow & Budgeting, Education, Estate Planning, Relationships & Money
    May 28, 2021
    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 ...
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  • How to Prepare your Finances and Your Portfolio for the Unexpected

    Cash-flow & Budgeting, Relationships & Money
    March 11, 2021
    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 ...
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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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