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Bring your Finances to LIFE

  • Cash Reserves
  • Cash-flow & Budgeting
  • Credit & Debt
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  • Mortgages
  • Money Mishaps
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Home›Category: "Featured Articles"

Featured Articles

  • How to Prepare Your Financial Plan and Portfolio for the Unexpected

    Cash-flow & Budgeting, Featured Articles, Investing
    May 3, 2024
    by Kurt J. Rossi
    In the first quarter of this year, the Federal Reserve board released the results of its annual financial stress tests on the largest banks in our country. Popularized during the ...
    Read More
  • Smart Money Moves for 2024

    Cash-flow & Budgeting, Estate Planning, Featured Articles, Retirement, Taxes
    December 29, 2023
    by Kurt J. Rossi
    From your health to your wealth, New Year’s resolutions can help jump-start your game plan for 2024. While polls often suggest only half of those Americans who make New Year’s ...
    Read More
  • 9 Of the Biggest Financial Mistakes to Avoid

    Cash-flow & Budgeting, Education, Estate Planning, Featured Articles, Insurance, Money Mishaps, Retirement
    May 19, 2023
    by Kurt J. Rossi
    Americans continue to worry about their finances. An increasingly complex financial world coupled with a decrease in financial literacy has caused many people to feel less confident about their financial future.  ...
    Read More
  • Smart Money Moves for 2023

    Cash Reserves, Cash-flow & Budgeting, Featured Articles, Investing, Money Mishaps
    December 30, 2022
    by Kurt J. Rossi
    2022 has been a financially challenging year for many Americans.  From peaking inflation and the challenges of higher living expenses to increasing interest rates and elevated levels of market volatility, ...
    Read More
  • Address Economic Uncertainty with Defensive Financial Planning

    Cash-flow & Budgeting, Featured Articles, Money Mishaps
    June 16, 2022
    by Kurt J. Rossi
    As the impacts of inflation continue to ripple across the economy, more and more financial analysts are increasing the odds of a recession.  With some of the classic signs of ...
    Read More
  • How to Prepare for The Next Economic Slowdown

    Cash Reserves, Cash-flow & Budgeting, Featured Articles, Money Mishaps
    May 23, 2022
    by Kurt J. Rossi
    They say what goes up must come down and unfortunately, the economy is often no different.  While first quarter GDP has already contracted, recessions can be difficult to forecast, especially ...
    Read More
  • 10 Transformational Money Habits You Should Consider

    Cash Reserves, Featured Articles, Insurance
    April 22, 2022
    by Kurt J. Rossi
    Developing good habits and discipline is important when pursuing any goals, especially when it comes to those that impact your financial life.  In addition to benefiting your financial bottom-line, the ...
    Read More
  • Recession Signals to Keep an Eye On

    Credit & Debt, Education, Featured Articles, Money Mishaps
    April 8, 2022
    by Kurt J. Rossi
    We are currently in the midst of increasing economic uncertainty and volatility.  As a result, some analysts believe that some sectors of the economy may be approaching bubble territory.  Inflationary ...
    Read More
  • Tax Scams are on the Rise This Tax Season

    Featured Articles, Money Mishaps, Taxes, Uncategorized
    March 11, 2022
    by Kurt J. Rossi
    The Internal Revenue Service has continued to warn taxpayers about the importance of avoiding the myriad of tax scams and schemes this tax season.  According to the IRS, thousands of ...
    Read More
  • How To Avoid Emotional Investment Mistakes During Difficult Markets

    Cash-flow & Budgeting, Featured Articles, Investing, Money Mishaps
    February 25, 2022
    by Kurt J. Rossi
    Until the tragic developments in Ukraine, the financial markets had continued to march higher in the face of higher valuations, heightened policy uncertainty and inflationary pressures. Increases in the value ...
    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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Firm site: www.independentwm.com

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