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Bring your Finances to LIFE

  • Cash Reserves
  • Cash-flow & Budgeting
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Home›Category: "Featured Articles" (Page 2)

Featured Articles

  • 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
  • 5 Strategies to Feel More Secure About Your Retirement

    Cash-flow & Budgeting, Featured Articles, Retirement, Uncategorized
    October 25, 2021
    by Kurt J. Rossi
    Financial success isn’t just about money. Sure, we all wouldn't mind a little more of it but there is much more to living a secure retirement than how much you ...
    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 ...
    Read More
  • 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 ...
    Read More
  • Parents should be wary of endangering retirement to support 'Emerging Adults'

    Credit & Debt, Featured Articles, Money Mishaps, Relationships & Money, Retirement
    March 28, 2015
    by Kurt J. Rossi
    Each year, an increased number of baby boomers end up financially supporting their adult children in some way - often to the detriment of their own financial goals. Recent data ...
    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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