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Bring your Finances to LIFE

  • Cash Reserves
  • Cash-flow & Budgeting
  • Credit & Debt
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Home›Category: "Cash-flow & Budgeting" (Page 4)

Cash-flow & Budgeting

  • 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 ...
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  • Smart money moves for 2020

    Cash-flow & Budgeting, Credit & Debt, Investing, Money Mishaps, Relationships & Money, Retirement
    January 14, 2020
    by Kurt J. Rossi
    As the New Year begins, many Americans are inspired and motivated to make positive changes in their lives.  Interestingly, a recent poll by research firm IPSOS notes the top two ...
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  • Protecting your credit score during the holidays

    Cash-flow & Budgeting, Credit & Debt, Money Mishaps, Uncategorized
    December 23, 2019
    by Kurt J. Rossi
      For many retailers, the holiday season is the first time during the year that they become profitable. For consumers on the other hand, the holidays often lead to excessive ...
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  • FIVE YEAR-END FINANCIAL MOVES FOR 2019

    Cash Reserves, Cash-flow & Budgeting, Investing, Retirement, Taxes, Uncategorized
    December 3, 2019
    by Kurt J. Rossi
    There is still time to take advantage of last-minute financial planning opportunities before 2019 comes to a close. While you may have to act fast, the following year-end strategies could ...
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  • 10 Money Habits To Integrate in Your Life

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Estate Planning, Investing, Money Mishaps
    November 7, 2019
    by Kurt J. Rossi
      Developing good habits and discipline is important when pursuing any goals, especially when it comes to those that impact your financial life.  In addition to benefiting your financial bottom-line, ...
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  • Why You May Be Your Own Worst Enemy When it Comes to Investing

    Cash-flow & Budgeting, Credit & Debt, Investing, Money Mishaps, Retirement, Uncategorized
    October 25, 2019
    by Kurt J. Rossi
    There is no shortage of investment dangers for investors to worry about. From the impact of interest rate changes and reductions in corporate profits to slower economic growth and a ...
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  • Buying vs. Renting a Home – Which is Right for You?

    Cash-flow & Budgeting, Credit & Debt, Mortgages, Real Estate, Relationships & Money, Uncategorized
    October 4, 2019
    by Kurt J. Rossi
    Home ownership has always been a cornerstone of the “American Dream.” While it is certainly an accomplishment worth striving to achieve, it may not always be the best or most ...
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  • Is There a Recession on the Horizon? How to Prepare for The Next Economic Slowdown

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Investing, Uncategorized
    September 24, 2019
    by Kurt J. Rossi
    They say what goes up must come down and the economy is usually no different.  With the latest economic expansion officially breaking the record as the longest in history back ...
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  • 9 Common Financial Mistakes to Avoid

    Cash-flow & Budgeting, Insurance, Investing, Money Mishaps
    July 26, 2019
    by Kurt J. Rossi
    Americans continue to worry about their finances. An increasingly complex financial world coupled with a decrease in financial literacy has caused many people to feel less confident about their financial ...
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  • Teaching Good Money Habits to Children

    Cash-flow & Budgeting, Credit & Debt, Money Mishaps, Relationships & Money, Uncategorized
    June 28, 2019
    by Kurt J. Rossi
    The way we interact with money continues to evolve each year.  According to the Federal Reserve Bank of Boston's most recent report of Consumer Payment Choice, cash transactions make up ...
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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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