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  • Cash Reserves
  • Cash-flow & Budgeting
  • Credit & Debt
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Home›Category: "Credit & Debt" (Page 3)

Credit & Debt

  • How to Achieve a Perfect Credit Score

    Cash-flow & Budgeting, Credit & Debt, Money Mishaps, Uncategorized
    May 31, 2018
    by Kurt J. Rossi
    If you have ever wondered what it takes to reach the summit of all credit scores, you are not alone.  For years, consumers have questioned if the elusive FICO score ...
    Read More
  • Tax Reform 529 Plans

    Credit & Debt, Education, Taxes
    January 29, 2018
    by Kurt J. Rossi
    New Tax-reform enhances the versatility of 529 education plans Addressing college tuition expenses and ballooning education debt continues to be a challenge for both students and parents.  In fact, according ...
    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
  • The benefits of choosing a higher payment when financing your next purchase.

    Cash-flow & Budgeting, Credit & Debt, Money Mishaps, Taxes
    November 14, 2017
    by Kurt J. Rossi
    We live in a world of monthly charges.  Not only are conventional expenses like mortgages, auto loans and utilities billed monthly, many businesses have begun transitioning to a monthly subscription ...
    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
  • How to protect yourself after the Equifax breach

    Credit & Debt
    September 20, 2017
    by Kurt J. Rossi
    The Equifax credit breach has caused panic in consumers across the country.  It is estimated that 143 million Americans were impacted between May and July of this year and widespread ...
    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
  • 401(K) LOANS: THE DANGERS OF BORROWING FROM YOURSELF

    Credit & Debt, Money Mishaps, Retirement, Taxes
    August 21, 2017
    by Kurt J. Rossi
    Loaning money to yourself from a 401(k) may seem like a great idea.  After all, these loans result in paying interest to yourself rather than to a lender which may ...
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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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  • Can you expect athletic or academic scholarships to be a part of your college funding ...

    Cash-flow & Budgeting, Credit & Debt, Education
    May 11, 2017
    by Kurt J. Rossi
    Determining how to pay for a college education can be one of the most financially challenging decisions a parent or child has to make.  With over $1.3 trillion dollars in outstanding ...
    Read More
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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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