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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
  • Estate Planning
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Home›Category: "Cash Reserves" (Page 4)

Cash Reserves

  • 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, ...
    Read More
  • 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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  • 6 Smart Money Moves for 2016

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Retirement
    January 3, 2016
    by Kurt J. Rossi
    Next to health and wellness, Financial resolutions are usually the next most common goal for the New Year. In fact, a recent survey by GOBanking Rates noted that over 57 ...
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  • Stress-testing your finances may help prepare you for the unexpected

    Cash Reserves, Cash-flow & Budgeting, Investing, Retirement
    August 14, 2015
    by Kurt J. Rossi
    Each year the Federal Reserve releases the results of financial stress tests on 31 of the largest banks. Popularized in the U.S. during the financial crisis, the analysis serves as ...
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  • 4 financial issues to address before tying the knot

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Money Mishaps, Relationships & Money
    July 17, 2015
    by Kurt J. Rossi
    Nearly 2.3 million couples will get married this year in the U.S. While we have all heard statistics on the alarming number of marriages that end in divorce, it may ...
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  • 5 financial rules of thumb to consider breaking

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Estate Planning, Insurance, Investing, Mortgages, Retirement, Taxes
    June 22, 2015
    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 ...
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  • 7 financially savvy ways to use your tax refund

    Cash Reserves, Credit & Debt, Education, Taxes, Uncategorized
    March 13, 2015
    by Kurt J. Rossi
    Year after year, taxpayers continue to overpay the Internal Revenue Service. In fact, statistics from the IRS show that almost 80 percent of U.S tax filers receive a refund check ...
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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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