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  • Cash Reserves
  • Cash-flow & Budgeting
  • Credit & Debt
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Home›Category: "Cash-flow & Budgeting" (Page 9)

Cash-flow & Budgeting

  • Signs you may not be ready to retire

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Insurance, Retirement
    May 26, 2013
    by Kurt J. Rossi
    Determining the right time to retire is no easy task. With far-reaching financial and emotional effects, the retirement decision is one of the most critical choices that pre-retirees will make. ...
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  • Now may be a great time to consider rental property purchase

    Cash Reserves, Cash-flow & Budgeting, Insurance, Investing, Mortgages, Real Estate
    May 12, 2013
    by Kurt J. Rossi
    Now may be a great time to look at purchasing a rental property. With interest rates near all-time lows, improving supply and demand dynamics and low real estate prices, the ...
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  • Tips for new college grads to tackle financial challenges

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Education, Retirement
    April 28, 2013
    by Kurt J. Rossi
    As college seniors wrap up final exams and prepare for graduation, the realities of life after college begin to set in. From securing a job and addressing student loans to ...
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  • Red flags may prompt IRS audit

    Cash-flow & Budgeting, Money Mishaps, Taxes
    March 3, 2013
    by Kurt J. Rossi
    In an effort to increase revenue and combat tax fraud, the federal government actively audits returns. While the overall audit rate for individual returns is approximately 1 percent, ignoring the ...
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  • Facing money issues could save your marriage

    Cash-flow & Budgeting, Credit & Debt, Relationships & Money
    February 17, 2013
    by Kurt J. Rossi
    Attitudes about money and finances can create significant problems within many marriages and relationships. In fact, according to a recent study by Money magazine, 84 percent of respondents stated that ...
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  • New Year’s a good time to review financial game plan

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Mortgages, Real Estate
    January 6, 2013
    by Kurt J. Rossi
    The arrival of the new year brings both opportunities and financial concerns. Despite the uncertainties that exist, having a solid financial game plan may help you to reach your goals ...
    Read More
  • Life insurance worth the price, effort

    Cash-flow & Budgeting, Credit & Debt, Insurance
    October 14, 2012
    by Kurt J. Rossi
    From funeral costs and paying down debt to replacing income and educating children, the bills add up for a family dealing with the loss of a loved one. Yet, according ...
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  • Opinion: The how, where and why on cash reserves

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Insurance, Investing
    August 19, 2012
    by Kurt J. Rossi
    An emergency cash reserve can help insulate you from the uncertainties in your financial life. From the loss of a job to unexpected medical expenses, there is no shortage of ...
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  • How to stretch a dollar

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Retirement
    June 24, 2012
    by Kurt J. Rossi
    Who wouldn’t like their funds to go further? From increasing savings to paying down debt, additional cash flow can be a real game-changer. Unfortunately, the recent elevated levels of unemployment, ...
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  • Getting ready for retirement

    Cash Reserves, Cash-flow & Budgeting, Insurance, Retirement, Taxes
    June 10, 2012
    by Kurt J. Rossi
    Are you “retirement-ready”? Many people dream of a retirement filled with time spent traveling, enjoying hobbies and making lasting memories with family. However, the realities of retirement can be far ...
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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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