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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 6)

Cash-flow & Budgeting

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