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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" (Page 3)

Cash Reserves

  • 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 ...
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  • 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 ...
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  • 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, ...
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  • 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 ...
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  • 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 ...
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  • Overcoming the 3 Biggest Financial Regrets

    Cash Reserves, Credit & Debt, Education, Money Mishaps, Retirement
    December 16, 2016
    by Kurt J. Rossi
    Life is filled with an overwhelming number of financial choices.  Like many decisions in life, there are certainly some financial matters we might have handled differently.  In fact, financial regret ...
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  • 6 Steps to take after losing your job

    Cash Reserves, Cash-flow & Budgeting, Insurance, Retirement
    November 18, 2016
    by Kurt J. Rossi
    Facing unemployment can be one of the most overwhelming challenges in life.  From concerns over handling basic necessities like day to day living expenses to addressing healthcare and other benefits, ...
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  • How To Protect Yourself From The Financial Storms That May Come Your Way

    Cash Reserves, Insurance, Investing
    September 12, 2016
    by Kurt J. Rossi
    While Hurricane Hermine may not have lived up to all the hype, parts of the east coast and Florida are still cleaning up.  As we have learned over the years, ...
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  • Money moves to make at every age – 50s & beyond

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Estate Planning, Insurance, Retirement
    June 30, 2016
    by Kurt J. Rossi
    Money moves to make at every age – 50s & beyond This is the second of a two-part series on the financial moves that should be considered at various pivotal ...
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  • 5 Signs you are ready to retire early

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Retirement
    May 20, 2016
    by Kurt J. Rossi
    For many Americans, early retirement may seem more like a dream than a reality.  Sure, it would nice to be able to eliminate the stress of working sooner rather than ...
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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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