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Home›Category: "Credit & Debt" (Page 5)

Credit & Debt

  • 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 ...
    Read More
  • 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 ...
    Read More
  • Does it pay to monitor your identity & credit?

    Credit & Debt
    November 23, 2015
    by Kurt J. Rossi
    Incidents of identity theft are on the rise.  According to the Federal Trade Commission, approximately 19 people fall victim to identity theft every minute with nearly 9.9 million occurrences each ...
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  • Should you invest in a second home

    Cash-flow & Budgeting, Credit & Debt, Investing, Mortgages, Real Estate, Taxes
    November 8, 2015
    by Kurt J. Rossi
    Purchasing a second home is a common goal often heard from clients during the financial planning process.  From a winter retreat in retirement to a house renovation/flip, there are many ...
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  • Raising financially conscious kids in the digital age

    Cash-flow & Budgeting, Credit & Debt, Education, Investing, Real Estate, Taxes
    September 27, 2015
    by Kurt J. Rossi
    Cash is no longer king – at least not like it was in the past.  According to the Federal Reserve Bank of Boston's most recent report of Consumer Payment Choice, ...
    Read More
  • 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 ...
    Read More
  • 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 ...
    Read More
  • Are mortgage rates climbing higher?

    Credit & Debt, Featured Articles, Mortgages, Real Estate
    June 6, 2015
    by Kurt J. Rossi
    The window may be closing to take advantage of exceptionally low interest rates.  After all, it is not reasonable to assume that rates will remain at these levels forever.  While ...
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  • 5 shocking retirement statistics

    Credit & Debt, Featured Articles, Retirement
    May 21, 2015
    by Kurt J. Rossi
    Many hard-working Americans dream of one day reaching financial independence – the time when they are no longer forced to work out of necessity. Unfortunately for many, the realities of ...
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  • Despite improving job market, challenges still lie ahead for Class of 2015

    Credit & Debt, Education, Investing, Retirement
    May 19, 2015
    by Kurt J. Rossi
    A new batch of graduates will soon begin the difficult transition from college student to becoming self-sufficient. From securing employment that pays well enough to address student loan debt to ...
    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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