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Bring your Finances to LIFE

  • Cash Reserves
  • Cash-flow & Budgeting
  • Credit & Debt
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  • Mortgages
  • Money Mishaps
  • Relationships & Money
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Home›Category: "Cash Reserves" (Page 6)

Cash Reserves

  • How to stretch a dollar

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Retirement
    June 24, 2012
    by Kurt J. Rossi
    Who wouldn’t like their funds to go further? From increasing savings to paying down debt, additional cash flow can be a real game-changer. Unfortunately, the recent elevated levels of unemployment, ...
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  • Getting ready for retirement

    Cash Reserves, Cash-flow & Budgeting, Insurance, Retirement, Taxes
    June 10, 2012
    by Kurt J. Rossi
    Are you “retirement-ready”? Many people dream of a retirement filled with time spent traveling, enjoying hobbies and making lasting memories with family. However, the realities of retirement can be far ...
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  • It may be time to buy real estate

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Real Estate
    May 13, 2012
    by Kurt J. Rossi
    Real estate may be one of the most attractive investment opportunities today. With mortgage rates near all-time lows and national real estate values down more than 34 percent since the ...
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  • Money moves for 2012

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Mortgages, Retirement
    January 8, 2012
    by Kurt J. Rossi
    The New Year is a time to take a step back, reflect on the past year and consider what can be done to improve the future. In addition to typical ...
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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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