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 9)

Cash-flow & Budgeting

  • 7 misconceptions about owning a vacation home

    Cash-flow & Budgeting, Insurance, Investing, Money Mishaps, Mortgages, Real Estate
    April 21, 2017
    by Kurt J. Rossi
    If you have recently watched HGTV’s “Beachfront Bargain Hunt”, you’ll see that purchasing a vacation home may be more financially feasible than you originally thought.  However, recent price appreciation and ...
    Read More
  • 6 Retirement roadblocks that could disrupt your plans

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Insurance, Retirement
    April 7, 2017
    by Kurt J. Rossi
    The definition of retirement is evolving. Advances in technology and healthcare have contributed toward longer life spans and in turn, a change in retiree habits.   From working longer to living ...
    Read More
  • 6 Steps to take after losing your job

    Cash Reserves, Cash-flow & Budgeting, Insurance, Retirement
    November 18, 2016
    by Kurt J. Rossi
    Facing unemployment can be one of the most overwhelming challenges in life.  From concerns over handling basic necessities like day to day living expenses to addressing healthcare and other benefits, ...
    Read More
  • 4 Major Mistakes Parents Make When Planning For College

    Cash-flow & Budgeting, Education, Retirement, Taxes
    August 26, 2016
    by Kurt J. Rossi
    College costs continue to rise each and every year.  In fact, according to statistics from the College Board, college costs have grown exponentially over the last 35 years.  (The last ...
    Read More
  • 10 Steps To Boost Your Credit Score

    Cash-flow & Budgeting, Credit & Debt
    July 29, 2016
    by Kurt J. Rossi
    Americans continue to rely on debt to finance many of their consumer purchases.  In fact, according to the Federal Reserve, total U.S. outstanding consumer debt is nearly $3.62 trillion.  Because ...
    Read More
  • How to Retire in a State on the "Worst States To Retire In" List

    Cash-flow & Budgeting, Credit & Debt, Real Estate, Retirement, Taxes
    July 18, 2016
    by Kurt J. Rossi
    We have all seen the lists of states to avoid when retiring. Elevated income tax and property rates, higher costs of living and excessive estate and inheritance tax rates are ...
    Read More
  • Money moves to make at every age – 50s & beyond

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Estate Planning, Insurance, Retirement
    June 30, 2016
    by Kurt J. Rossi
    Money moves to make at every age – 50s & beyond This is the second of a two-part series on the financial moves that should be considered at various pivotal ...
    Read More
  • Money moves to make at every age – part 1

    Cash-flow & Budgeting, Credit & Debt, Education, Insurance, Money Mishaps, Mortgages, Retirement
    June 17, 2016
    by Kurt J. Rossi
    Life is a journey filled with financial choices that ultimately shape your future.  While money may be important to many, it is simply a tool to help people focus on ...
    Read More
  • 5 Signs you are ready to retire early

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Retirement
    May 20, 2016
    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 sooner rather than ...
    Read More
  • 6 Smart Money Moves for 2016

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Retirement
    January 3, 2016
    by Kurt J. Rossi
    Next to health and wellness, Financial resolutions are usually the next most common goal for the New Year. In fact, a recent survey by GOBanking Rates noted that over 57 ...
    Read More
← 1 … 7 8 9 10 11 … 13 →

 

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.

LPL Financial Form CRS

 

 

  • HomePage
  • About us
© Copyright Bring Your Finances to Life. All rights reserved.