Top Menu

  • Learn more about Kurt

Main Menu

  • Cash Reserves
  • Cash-flow & Budgeting
  • Credit & Debt
  • Education
  • Insurance
  • Investing
  • Real Estate
  • Mortgages
  • Money Mishaps
  • Relationships & Money
  • Retirement
  • Estate Planning
  • Taxes
  • Learn more about Kurt
logo

Bring your Finances to LIFE

  • Cash Reserves
  • Cash-flow & Budgeting
  • Credit & Debt
  • Education
  • Insurance
  • Investing
  • Real Estate
  • Mortgages
  • Money Mishaps
  • Relationships & Money
  • Retirement
  • Estate Planning
  • Taxes
Home›Category: "Insurance" (Page 3)

Insurance

  • 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 ...
    Read More
  • 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 ...
    Read More
  • 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 ...
    Read More
  • Key strategies for those planning to retire in 2014

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Estate Planning, Insurance, Retirement
    June 8, 2014
    by Kurt J. Rossi
    Deciding when to retire may be one of the most important financial decisions that you will make during your life. Walking away from a regular paycheck and beginning to sustain ...
    Read More
  • Prepare financially for a new child

    Cash Reserves, Cash-flow & Budgeting, Education, Estate Planning, Insurance
    January 19, 2014
    by Kurt J. Rossi
    Welcoming a new child to your family is an exciting and joyous event. After deciding on nursery colors, newborn clothes and a crib, it is time to give some serious ...
    Read More
  • Retirement account penalties can be costly

    Cash-flow & Budgeting, Credit & Debt, Education, Insurance, Real Estate, Retirement, Taxes
    December 8, 2013
    by Kurt J. Rossi
    Accessing retirement accounts before age 59½ can prove costly, usually resulting in a penalty of 10 percent of the amount withdrawn. While many savers do not intend to tap into ...
    Read More
  • Flexible spending accounts can help tax burden

    Cash-flow & Budgeting, Credit & Debt, Insurance, Money Mishaps, Taxes
    November 24, 2013
    by Kurt J. Rossi
    Year-end is an ideal time to assess your benefit options for 2014 including life, health, and other cafeteria plans that may help reduce your tax liability. One effective, yet often ...
    Read More
  • Should you buy long-term care insurance?

    Insurance
    September 15, 2013
    by Kurt J. Rossi
    The costs associated with providing nursing care continue to soar. According to Genworth’s 2013 Cost of Care Survey, the median cost for private nursing home care has increased from $67,525 ...
    Read More
  • Five steps to financial prosperity

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Insurance, Investing, Retirement
    September 1, 2013
    by Kurt J. Rossi
    After experiencing one of the most challenging financial periods in our nation’s history, Americans have begun to dig themselves out. The unemployment rate is slowly improving and household debt is ...
    Read More
  • Signs you may not be ready to retire

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Insurance, Retirement
    May 26, 2013
    by Kurt J. Rossi
    Determining the right time to retire is no easy task. With far-reaching financial and emotional effects, the retirement decision is one of the most critical choices that pre-retirees will make. ...
    Read More
← 1 2 3 4 →

 

Searching for a specific topic? Try our search bar…

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.

Join Our Financial Empowerment Newsletter

* indicates required

Post Categories

Ready to take your finances to the next level?

Do you have a money question that you need answered?

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.

Speaking & Media Inquiries: 732-280-7550

Firm site: www.independentwm.com

Education = Empowerment!

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, DE, FL, GA, IL, IN, LA, MA, MD, MN, NC, NJ, OH, PA, RI, SC, VA.

 

 

  • HomePage
  • About us
© Copyright Bring Your Finances to Life. All rights reserved.