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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 8)

Cash-flow & Budgeting

  • Auto Leasing VS Buying

    Cash-flow & Budgeting, Investing, Uncategorized
    April 9, 2018
    by Kurt J. Rossi
    Should you purchase or lease your next vehicle? Auto buyers often have preconceived notions about whether it is better to lease or buy a vehicle. While there has never been ...
    Read More
  • Smart Money Moves to consider for 2018

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Investing, Taxes
    January 3, 2018
    by Kurt J. Rossi
      If you find yourself considering resolutions for the New Year, you are not alone.  From health and wellness to a full financial make-over, New Year’s resolutions are quite common.  ...
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  • The benefits of choosing a higher payment when financing your next purchase.

    Cash-flow & Budgeting, Credit & Debt, Money Mishaps, Taxes
    November 14, 2017
    by Kurt J. Rossi
    We live in a world of monthly charges.  Not only are conventional expenses like mortgages, auto loans and utilities billed monthly, many businesses have begun transitioning to a monthly subscription ...
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  • What Washington Redskins QB Kirk Cousins can teach us about the power of living below ...

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Money Mishaps
    October 30, 2017
    by Kurt J. Rossi
    Professional athletes often have a reputation for undisciplined spending and financial excess.  While this has been well documented by ESPN and Sports Illustrated who cite that 78 percent of former ...
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  • Does house flipping really work in today's market?

    Cash-flow & Budgeting, Investing, Real Estate, Taxes
    September 29, 2017
    by Kurt J. Rossi
    If you have watched home design networks such as HGTV or DIY recently, you may have noticed the outrageously large number of house flipping shows. Flip or Flop, Flip this ...
    Read More
  • Tips for managing sudden wealth

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Money Mishaps, Retirement, Taxes
    September 7, 2017
    by Kurt J. Rossi
    The largest single lottery jackpot in the United States was won on August 23rd - a cool $758.7 million dollars.  Rather than receiving annual payments over 30 years, the winner ...
    Read More
  • DO THESE FINANCIAL RULES OF THUMB APPLY TO YOU?

    Cash Reserves, Cash-flow & Budgeting, Mortgages, Retirement, Taxes
    August 7, 2017
    by Kurt J. Rossi
    For many Americans, getting a handle on complex financial topics can sometimes feel like trying to understand another language.  In response to this, financial pundits created “rules of thumb” with ...
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  • FINANCIAL MOVES TO MAKE AFTER TYING THE KNOT

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Insurance, Relationships & Money
    July 25, 2017
    by Kurt J. Rossi
    Americans are expected to spend a whopping $72 billion dollars on weddings this year according to theknot.com. While marriage can be an exciting time, the realities of integrating the financial ...
    Read More
  • 7 Strategies for first time home buyers

    Cash Reserves, Cash-flow & Budgeting, Mortgages, Real Estate, Taxes
    May 31, 2017
    by Kurt J. Rossi
    The real estate market continues to heat up.   Historically low unemployment and interest rates coupled with shrinking housing supplies has caused home values to increase in many markets.  In fact, ...
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  • Can you expect athletic or academic scholarships to be a part of your college funding ...

    Cash-flow & Budgeting, Credit & Debt, Education
    May 11, 2017
    by Kurt J. Rossi
    Determining how to pay for a college education can be one of the most financially challenging decisions a parent or child has to make.  With over $1.3 trillion dollars in outstanding ...
    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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