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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

  • How to Prepare Your Finances for an Economic Slowdown

    Cash Reserves, Cash-flow & Budgeting
    September 6, 2024
    by Kurt J. Rossi
    With the latest economic expansion just over four years old, some economists have suggested that our growth trajectory may run out of steam.  In fact, a recent study from the ...
    Read More
  • The Importance of Protecting Yourself Against Financial Storms

    Cash Reserves, Cash-flow & Budgeting, Insurance
    July 26, 2024
    by Kurt J. Rossi
    As we saw with Hurricane Beryl a few weeks ago, tropical storms and hurricanes can be unpredictable, with the potential to cause both physical and financial damage. Financial storms and ...
    Read More
  • With Property Values Up, Is Now the Time To Consider Downsizing Your Home?

    Cash Reserves, Cash-flow & Budgeting, Real Estate
    August 25, 2023
    by Kurt J. Rossi
    If you are thinking about downsizing your home at some point during your life, chances are you are not alone.  Today, more and more Americans are considering this move.  As ...
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  • Consider These Mid-year Money Moves

    Cash Reserves, Cash-flow & Budgeting, Investing
    July 17, 2023
    by Kurt J. Rossi
    A mid-year financial review can be a great time to stop and assess your financial progress.  Are you on track for your savings and investing goals year to date?  Are ...
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  • Financial Rules of Thumb to Consider Breaking

    Cash Reserves, Cash-flow & Budgeting, Investing, Mortgages, Retirement
    June 16, 2023
    by Kurt J. Rossi
    Wouldn't it be nice if financial planning was simple and the same financial strategies were applicable to most everyone? Unfortunately, there are no cookie-cutter approaches to financial management.  From investment ...
    Read More
  • 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, ...
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  • 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 ...
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  • 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 ...
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  • 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 ...
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  • 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 ...
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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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