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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: "Insurance" (Page 2)

Insurance

  • Avoid the financial challenges that come from too little life insurance

    Insurance
    December 14, 2017
    by Kurt J. Rossi
    Losing a loved one can be one of the most challenging things for a family to face.  Unfortunately, many families are thrust into worrying about the financial hardships that come ...
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  • FINANCIAL MOVES TO MAKE AFTER TYING THE KNOT

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Insurance, Relationships & Money
    July 25, 2017
    by Kurt J. Rossi
    Americans are expected to spend a whopping $72 billion dollars on weddings this year according to theknot.com. While marriage can be an exciting time, the realities of integrating the financial ...
    Read More
  • 7 misconceptions about owning a vacation home

    Cash-flow & Budgeting, Insurance, Investing, Money Mishaps, Mortgages, Real Estate
    April 21, 2017
    by Kurt J. Rossi
    If you have recently watched HGTV’s “Beachfront Bargain Hunt”, you’ll see that purchasing a vacation home may be more financially feasible than you originally thought.  However, recent price appreciation and ...
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  • 6 Retirement roadblocks that could disrupt your plans

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Insurance, Retirement
    April 7, 2017
    by Kurt J. Rossi
    The definition of retirement is evolving. Advances in technology and healthcare have contributed toward longer life spans and in turn, a change in retiree habits.   From working longer to living ...
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  • 6 Steps to take after losing your job

    Cash Reserves, Cash-flow & Budgeting, Insurance, Retirement
    November 18, 2016
    by Kurt J. Rossi
    Facing unemployment can be one of the most overwhelming challenges in life.  From concerns over handling basic necessities like day to day living expenses to addressing healthcare and other benefits, ...
    Read More
  • Financial Planning for the Surviving Spouse

    Estate Planning, Insurance, Relationships & Money, Retirement, Taxes
    October 7, 2016
    by Kurt J. Rossi
    Mourning the loss of a spouse can be one of the most difficult things for a person to experience.  In fact, Psychologists Holmes & Rahe developed a scale to assess ...
    Read More
  • 3 Biggest Financial Procrastinations

    Estate Planning, Insurance, Retirement, Taxes
    September 23, 2016
    by Kurt J. Rossi
    When it comes to financial matters, there always seems to be something higher on the priority list. You tell yourself “I’ll get it to next month”.  Then next month becomes ...
    Read More
  • How To Protect Yourself From The Financial Storms That May Come Your Way

    Cash Reserves, Insurance, Investing
    September 12, 2016
    by Kurt J. Rossi
    While Hurricane Hermine may not have lived up to all the hype, parts of the east coast and Florida are still cleaning up.  As we have learned over the years, ...
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  • Money moves to make at every age – 50s & beyond

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Estate Planning, Insurance, Retirement
    June 30, 2016
    by Kurt J. Rossi
    Money moves to make at every age – 50s & beyond This is the second of a two-part series on the financial moves that should be considered at various pivotal ...
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  • Money moves to make at every age – part 1

    Cash-flow & Budgeting, Credit & Debt, Education, Insurance, Money Mishaps, Mortgages, Retirement
    June 17, 2016
    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 ...
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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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Send an email or feel free to call - We will do our best to help. Reach us at

Email: kurt.rossi@independentwm.com or 732-280-7550.

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