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  • Cash Reserves
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Home›Category: "Credit & Debt" (Page 7)

Credit & Debt

  • Don't tap retirement funds too soon

    Credit & Debt, Money Mishaps, Retirement, Taxes
    July 6, 2014
    by Kurt J. Rossi
    A 401(k) plan should never be viewed as a pre-retirement piggy bank. Unfortunately, more and more savers tap retirement accounts prior to their retirement. In fact, a recent study by ...
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  • Key strategies for those planning to retire in 2014

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Estate Planning, Insurance, Retirement
    June 8, 2014
    by Kurt J. Rossi
    Deciding when to retire may be one of the most important financial decisions that you will make during your life. Walking away from a regular paycheck and beginning to sustain ...
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  • Class of 2014 dealing with the realities of graduating in challenging economy

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Education
    May 25, 2014
    by Kurt J. Rossi
    College graduates may have less to celebrate this year. Between the challenging job market and the elevated levels of debt that many face, it is easy to see how it ...
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  • Mortgage mistakes to avoid

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Money Mishaps, Mortgages
    April 27, 2014
    by Kurt J. Rossi
    For most Americans, the purchase of a home is the single largest investment made during their life. In order to make the dream of home ownership a reality, most rely ...
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  • 529 plan powerful tool in college savings

    Credit & Debt, Education, Investing, Taxes
    April 13, 2014
    by Kurt J. Rossi
    Too many options make selecting the right 529 plan a challenge for parents. Sky-high college tuition costs continue to be a significant roadblock for parents hoping to provide a college ...
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  • How to choose the right executor for your estate

    Credit & Debt, Estate Planning, Taxes
    March 30, 2014
    by Kurt J. Rossi
    Taking the time to address how your financial affairs will be handled when you are gone can be overwhelming. After all, you are making decisions that affect family, friends and ...
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  • Avoid costly mistakes with sudden wealth

    Cash-flow & Budgeting, Credit & Debt, Money Mishaps, Retirement, Taxes
    March 2, 2014
    by Kurt J. Rossi
    The winner of last week’s Powerball lottery took home a cool $425 million dollars (before taxes of course). While most of us might not expect to win the lottery, it ...
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  • Managing your own personal debt ceiling

    Cash-flow & Budgeting, Credit & Debt, Money Mishaps
    February 3, 2014
    by Kurt J. Rossi
    With the United States officially reaching its debt ceiling limit of $16.4 trillion, Congress has been working to allow the Treasury Department to borrow new money until mid-May. This essentially ...
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  • Money moves for 2014

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Estate Planning, Investing, Taxes
    January 5, 2014
    by Kurt J. Rossi
    From your health to your wealth, New Year’s resolutions can help jump-start your game plan for 2014. While a recent CBS News poll suggests only half of those Americans who ...
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  • Don't let the holidays ruin your credit

    Cash-flow & Budgeting, Credit & Debt, Money Mishaps
    December 22, 2013
    by Kurt J. Rossi
    For many retailers, the holiday season is the first time during the year when they become profitable. For consumers on the other hand, the holidays often lead to excessive spending ...
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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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