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Bring your Finances to LIFE

  • Cash Reserves
  • Cash-flow & Budgeting
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Home›Category: "Insurance" (Page 3)

Insurance

  • 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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  • Unclaimed property rates are on the rise

    Insurance, Investing, Money Mishaps, Retirement
    September 11, 2015
    by Kurt J. Rossi
    Do you or members of your family have unclaimed property that is sitting in the hands of the state?  With statistics from the National Association of Unclaimed Property Administrators estimating ...
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  • How do your company benefits stack up?

    Insurance, Retirement
    July 2, 2015
    by Kurt J. Rossi
    As the unemployment rate continues to fall, wages are beginning to rise and for the first time in years, many companies are improving their benefits plan offerings.In fact, according to ...
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  • 5 financial rules of thumb to consider breaking

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Estate Planning, Insurance, Investing, Mortgages, Retirement, Taxes
    June 22, 2015
    by Kurt J. Rossi
    Wouldn't it be nice if financial planning was simple and the same financial strategies were applicable to most everyone? Unfortunately, there are no cookie-cutter approaches to financial management.  From investment ...
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  • Smart money moves for 2015

    Cash Reserves, Insurance, Retirement, Taxes
    January 3, 2015
    by Kurt J. Rossi
    The new year is often used as a time to reflect and establish goals for 2015. From health and wellness to financial and family goals, there are many areas to ...
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  • How to financially protect your spouse

    Cash-flow & Budgeting, Insurance, Relationships & Money
    October 11, 2014
    by Kurt J. Rossi
    When it comes to household finances, it is not uncommon for one spouse to take a more active role. While it is often advisable for both spouses to share equally ...
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  • Open enrollment season may help with skyrocketing health care costs

    Insurance
    September 27, 2014
    by Kurt J. Rossi
    It’s that time of year again – open enrollment season. From employee health benefits to Medicare and health insurance purchased through the Affordable Care Act exchanges, now is the time ...
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  • Major money mishaps

    Cash-flow & Budgeting, Credit & Debt, Estate Planning, Insurance, Money Mishaps, Retirement
    August 17, 2014
    by Kurt J. Rossi
    Americans continue to fret 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 ...
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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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