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 Reserves" (Page 3)

Cash Reserves

  • 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 ...
    Read More
  • 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 ...
    Read More
  • 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.  ...
    Read More
  • 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 ...
    Read More
  • 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 ...
    Read More
  • DO THESE FINANCIAL RULES OF THUMB APPLY TO YOU?

    Cash Reserves, Cash-flow & Budgeting, Mortgages, Retirement, Taxes
    August 7, 2017
    by Kurt J. Rossi
    For many Americans, getting a handle on complex financial topics can sometimes feel like trying to understand another language.  In response to this, financial pundits created “rules of thumb” with ...
    Read More
  • FINANCIAL MOVES TO MAKE AFTER TYING THE KNOT

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Insurance, Relationships & Money
    July 25, 2017
    by Kurt J. Rossi
    Americans are expected to spend a whopping $72 billion dollars on weddings this year according to theknot.com. While marriage can be an exciting time, the realities of integrating the financial ...
    Read More
  • 7 Strategies for first time home buyers

    Cash Reserves, Cash-flow & Budgeting, Mortgages, Real Estate, Taxes
    May 31, 2017
    by Kurt J. Rossi
    The real estate market continues to heat up.   Historically low unemployment and interest rates coupled with shrinking housing supplies has caused home values to increase in many markets.  In fact, ...
    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
  • 5 Smart ways to invest your tax return

    Cash Reserves, Credit & Debt, Retirement, Taxes
    March 23, 2017
    by Kurt J. Rossi
    The Internal Revenue Service expects more than 153 million tax returns to be filled this year with nearly 111 million taxpayers receiving a refund. That’s right – over 70 percent ...
    Read More
← 1 2 3 4 5 6 →

 

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.