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Bring your Finances to LIFE

  • Cash Reserves
  • Cash-flow & Budgeting
  • Credit & Debt
  • Education
  • Insurance
  • Investing
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  • Mortgages
  • Money Mishaps
  • Relationships & Money
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Home›Category: "Cash Reserves" (Page 2)

Cash Reserves

  • Why You May Never Feel "Wealthy" - Understanding Money and Happiness

    Cash Reserves, Relationships & Money, Uncategorized
    March 22, 2019
    by Kurt J. Rossi
    For many Americans, money is associated with having “peace of mind” and is often placed as a top priority in their life. While this shouldn’t necessarily be the case, the ...
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  • Protect your financial life with a Defensive Budget

    Cash Reserves, Cash-flow & Budgeting, Money Mishaps, Uncategorized
    January 24, 2019
    by Kurt J. Rossi
      As the Government shutdown continues, nearly 800,000 federal workers will be going without paychecks this week.  According to real estate firm www.Zillow.com, these workers owe a combined $249 million in ...
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  • Smart money moves for 2019

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Investing, Money Mishaps, Retirement, Uncategorized
    January 2, 2019
    by Kurt J. Rossi
    According to research from the University of Scranton, nearly 45 percent of Americans will make a New Year’s resolution this year. However, making a resolution is the easy part – ...
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  • How to Avoid Running out of Money in Retirement

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Real Estate, Retirement
    October 18, 2018
    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 the Economic Policy Institute notes that 60 percent of ...
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  • 5 Smart Ways to Feel Secure in Retirement

    Cash Reserves, Cash-flow & Budgeting, Retirement
    August 23, 2018
    by Kurt J. Rossi
    Financial success is less about money than you may think. Sure, we all wouldn't mind a little more of it but there is much more to living a secure retirement ...
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  • Time to Revisit Your Cash Strategy

    Cash Reserves, Cash-flow & Budgeting, Investing
    June 18, 2018
    by Kurt J. Rossi
    Now may be a great time to consider revisiting your cash reserve strategy.  After years of holding short term interest rates at or near zero, the Federal Reserve has raised ...
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  • The 5 Biggest Financial Mistakes Small Business Owners Make

    Cash Reserves, Cash-flow & Budgeting, Investing, Taxes, Uncategorized
    May 18, 2018
    by Kurt J. Rossi
    The number of small businesses in the United States continues to rise.  In fact, according to the U.S. Small Business Administration, there are 29.6 million small businesses employing an additional ...
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  • 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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  • 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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  • 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 ...
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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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