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 3)

Cash-flow & Budgeting

  • Retirement Strategies to Address Higher Costs of Living

    Cash-flow & Budgeting, Estate Planning, Real Estate, Retirement, Taxes
    January 25, 2021
    by Kurt J. Rossi
    Retiring in a state with a higher cost of living isn’t easy. Elevated income tax and property rates, higher costs of living and excessive estate and inheritance tax rates are ...
    Read More
  • Smart Money Moves for 2021

    Cash-flow & Budgeting, Mortgages, Relationships & Money
    December 28, 2020
    by Kurt J. Rossi
    2020 has been an incredibly difficult year for people across the world.  From health concerns related to COVID to impact of the pandemic on the economy and jobs, we look ...
    Read More
  • The 3 Most Common Financial Regrets

    Cash-flow & Budgeting, Money Mishaps, Retirement
    December 14, 2020
    by Kurt J. Rossi
    Our lives are filled with an overwhelming number of financial choices and there are certainly some financial matters most of us might have handled differently along the way.  In fact, ...
    Read More
  • 6 Mistakes to Avoid When Considering Divorce

    Cash-flow & Budgeting, Relationships & Money, Taxes
    November 30, 2020
    by Kurt J. Rossi
    For couples choosing to go their separate ways, divorce can be draining both emotionally and financially for all parties involved.  While it may not make sense to stay in a ...
    Read More
  • 5 Signs You are Ready to Retire Early

    Cash-flow & Budgeting, Retirement
    November 13, 2020
    by Kurt J. Rossi
    For many Americans, early retirement may seem more like a dream than a reality.  Sure, it would nice to be able to eliminate the stress of working - but is ...
    Read More
  • Protecting your Finances from the Unexpected

    Cash-flow & Budgeting, Relationships & Money
    November 7, 2020
    by Kurt J. Rossi
    The Federal Reserve board recently released the results of financial stress tests on the largest banks in our country. Popularized during the financial crisis, the analysis serves as a means ...
    Read More
  • 5 Strategies to Prevent Outliving Your Money

    Cash-flow & Budgeting, Retirement
    August 10, 2020
    by Kurt J. Rossi
    One of the greatest financial fears experienced by retirees is outliving their assets.   The weight of this concern can be so great that it often impairs the ability of retirees ...
    Read More
  • Tax Planning Strategies to Consider in the Post-COVID Economy

    Cash-flow & Budgeting, Investing, Taxes
    May 15, 2020
    by Kurt J. Rossi
    The economic impacts of COVID-19 continue to reverberate through the economy as more and more workers and businesses struggle with the financial impacts.  While many economists expect workers to gradually ...
    Read More
  • Lessons from Previous Market Declines

    Cash-flow & Budgeting, Investing
    March 24, 2020
    by Kurt J. Rossi
    The COVID-19 virus has had far reaching health and economic effects on every citizen of the United States and many countries abroad.  From unprecedented strains on the healthcare system to ...
    Read More
  • 5 SMART WAYS TO INVEST YOUR TAX RETURN

    Cash-flow & Budgeting, Credit & Debt, Investing, Taxes, Uncategorized
    February 7, 2020
    by Kurt J. Rossi
    The Internal Revenue Service expects more than 155 million tax returns to be filled this year with nearly 112 million taxpayers receiving a refund. That’s right – over 74 percent ...
    Read More
← 1 2 3 4 5 … 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.