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Bring your Finances to LIFE

  • Cash Reserves
  • Cash-flow & Budgeting
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Home›Category: "Featured Articles"

Featured Articles

  • 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
  • Federal Reserve Signals Interest Rates are Moving Higher – What Should You Do About Your ...

    Education, Featured Articles, Mortgages
    January 28, 2022
    by Kurt J. Rossi
    The Federal Reserve hinted that a rate hike may be coming in March.  “With inflation well above 2 percent and a strong labor market, the Committee expects it will soon ...
    Read More
  • Smart Money Moves for 2022

    Cash-flow & Budgeting, Featured Articles, Investing
    January 14, 2022
    by Kurt J. Rossi
    Next to health and wellness, financial resolutions are usually the next most common goal for the New Year. According to the Fidelity Investments 2022 New Year’s Financial Resolutions Study, the ...
    Read More
  • Money Moves to Make At Every Age (Part 1)

    Cash Reserves, Featured Articles, Investing, Relationships & Money
    December 6, 2021
    by Kurt J. Rossi
    Life is a journey filled with financial choices that ultimately shape your future.  While money may be important to many, it is simply a tool to help people focus on ...
    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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