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Bring your Finances to LIFE

  • Cash Reserves
  • Cash-flow & Budgeting
  • Credit & Debt
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  • Mortgages
  • Money Mishaps
  • Relationships & Money
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Home›Category: "Cash-flow & Budgeting" (Page 3)

Cash-flow & Budgeting

  • Lifestyle Creep – What It Is and How to Avoid It

    Cash-flow & Budgeting, Credit & Debt, Money Mishaps, Relationships & Money, Uncategorized
    May 31, 2019
    by Kurt J. Rossi
    How did you earmark the last raise or bonus you received from your employer?  Did you set aside more money for financial planning goals or did you ratchet up your ...
    Read More
  • How to Prioritize Your Financial Life

    Cash-flow & Budgeting, Money Mishaps, Relationships & Money, Retirement
    May 17, 2019
    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 ...
    Read More
  • 4 Personal Finance Numbers You Need To Know

    Cash-flow & Budgeting, Investing, Money Mishaps, Retirement, Uncategorized
    May 3, 2019
    by Kurt J. Rossi
    Do you know your numbers?  When it comes to finances, people often spend more time researching what they will purchase with their money than they do gaining financial clarity and ...
    Read More
  • Protect your financial life with a Defensive Budget

    Cash Reserves, Cash-flow & Budgeting, Money Mishaps, Uncategorized
    January 24, 2019
    by Kurt J. Rossi
      As the Government shutdown continues, nearly 800,000 federal workers will be going without paychecks this week.  According to real estate firm www.Zillow.com, these workers owe a combined $249 million in ...
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  • Smart money moves for 2019

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Investing, Money Mishaps, Retirement, Uncategorized
    January 2, 2019
    by Kurt J. Rossi
    According to research from the University of Scranton, nearly 45 percent of Americans will make a New Year’s resolution this year. However, making a resolution is the easy part – ...
    Read More
  • The one reason you may want to consider taking Social Security early that no one ...

    Cash-flow & Budgeting, Retirement, Uncategorized
    December 5, 2018
    by Kurt J. Rossi
    Retirees often agonize over determining the optimal time to claim Social Security.  With the average retiree relying on Social Security to provide over 36% of their retirement income (Social Security ...
    Read More
  • How to Avoid Running out of Money in Retirement

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Real Estate, Retirement
    October 18, 2018
    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 the Economic Policy Institute notes that 60 percent of ...
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  • 5 Smart Ways to Feel Secure in Retirement

    Cash Reserves, Cash-flow & Budgeting, Retirement
    August 23, 2018
    by Kurt J. Rossi
    Financial success is less about money than you may think. Sure, we all wouldn't mind a little more of it but there is much more to living a secure retirement ...
    Read More
  • Money Apps That Can Help Transform Your Personal Finances

    Cash-flow & Budgeting, Credit & Debt, Education, Money Mishaps
    July 24, 2018
    by Kurt J. Rossi
    The days of balancing checkbooks, organizing receipt piles and using a printing calculator to help manage your finances may all be a thing of the past.  Today, you can find ...
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  • Preparing Young Beneficiaries to Handle an Inheritance

    Cash-flow & Budgeting, Estate Planning, Investing, Money Mishaps
    June 28, 2018
    by Kurt J. Rossi
    Dealing with the loss of a loved one is never easy.  In addition to the emotional challenges of loss, many people are thrust into dealing with financial complexities.  This can ...
    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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