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  • Cash Reserves
  • Cash-flow & Budgeting
  • Credit & Debt
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Home›Category: "Cash-flow & Budgeting" (Page 5)

Cash-flow & Budgeting

  • 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 ...
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  • 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 ...
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  • 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 ...
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  • 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 ...
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  • 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 ...
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  • 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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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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