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Bring your Finances to LIFE

  • Cash Reserves
  • Cash-flow & Budgeting
  • Credit & Debt
  • Education
  • Insurance
  • Investing
  • Real Estate
  • Mortgages
  • Money Mishaps
  • Relationships & Money
  • Retirement
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Home›Category: "Cash Reserves"

Cash Reserves

  • Smart Money Moves for 2023

    Cash Reserves, Cash-flow & Budgeting, Featured Articles, Investing, Money Mishaps
    December 30, 2022
    by Kurt J. Rossi
    2022 has been a financially challenging year for many Americans.  From peaking inflation and the challenges of higher living expenses to increasing interest rates and elevated levels of market volatility, ...
    Read More
  • With Interest Rates On The Rise, It May Be Time to Review Your Investment Strategy ...

    Cash Reserves, Cash-flow & Budgeting, Investing
    July 1, 2022
    by Kurt J. Rossi
    Now may be a great time to consider revisiting how you are investing your rainy-day fund.  After years of holding short term interest rates at or near zero, the Federal ...
    Read More
  • How To Avoid Running Out of Money in Retirement

    Cash Reserves, Cash-flow & Budgeting, Money Mishaps, Retirement
    June 3, 2022
    by Kurt J. Rossi
    Running out of money in retirement continues to be a major concern for many Americans.  In fact, a recent report from AIG Life & Retirement notes that 60 percent of ...
    Read More
  • How to Prepare for The Next Economic Slowdown

    Cash Reserves, Cash-flow & Budgeting, Featured Articles, Money Mishaps
    May 23, 2022
    by Kurt J. Rossi
    They say what goes up must come down and unfortunately, the economy is often no different.  While first quarter GDP has already contracted, recessions can be difficult to forecast, especially ...
    Read More
  • 10 Transformational Money Habits You Should Consider

    Cash Reserves, Featured Articles, Insurance
    April 22, 2022
    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, the ...
    Read More
  • Money Moves to Make At Every Age (Part 1)

    Cash Reserves, Featured Articles, Investing, Relationships & Money
    December 6, 2021
    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
  • Protect Yourself from Financial Uncertainty That May Impact Your Life

    Cash Reserves, Insurance, Money Mishaps
    September 20, 2021
    by Kurt J. Rossi
    As we have seen, hurricanes and tropical storms can be unpredictable, with the potential to cause a tremendous amount of physical and financial damage.  Financial storms and financial uncertainty can ...
    Read More
  • 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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  • 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, ...
    Read More
  • 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 ...
    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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Firm site: www.independentwm.com

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