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Bring your Finances to LIFE

  • Cash Reserves
  • Cash-flow & Budgeting
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Home›Category: "Insurance" (Page 4)

Insurance

  • 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
  • Now may be a great time to consider rental property purchase

    Cash Reserves, Cash-flow & Budgeting, Insurance, Investing, Mortgages, Real Estate
    May 12, 2013
    by Kurt J. Rossi
    Now may be a great time to look at purchasing a rental property. With interest rates near all-time lows, improving supply and demand dynamics and low real estate prices, the ...
    Read More
  • Hurricane Sandy may qualify you for a tax deduction

    Insurance, Real Estate, Taxes
    November 11, 2012
    by Kurt J. Rossi
    Sandy may be the most expensive hurricane in United States history. According to economists at Moody’s Analytics, losses are estimated to be near $50 billion with $30 billion attributable to ...
    Read More
  • How the presidential election may affect the fragile economy

    Insurance, Investing, Taxes
    October 28, 2012
    by Kurt J. Rossi
    The upcoming U.S. presidential election may have significant effects on our already fragile economy. Tax law changes, spending cuts, health care reform and the “fiscal cliff” are just a few ...
    Read More
  • Life insurance worth the price, effort

    Cash-flow & Budgeting, Credit & Debt, Insurance
    October 14, 2012
    by Kurt J. Rossi
    From funeral costs and paying down debt to replacing income and educating children, the bills add up for a family dealing with the loss of a loved one. Yet, according ...
    Read More
  • Opinion: The how, where and why on cash reserves

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Insurance, Investing
    August 19, 2012
    by Kurt J. Rossi
    An emergency cash reserve can help insulate you from the uncertainties in your financial life. From the loss of a job to unexpected medical expenses, there is no shortage of ...
    Read More
  • Getting ready for retirement

    Cash Reserves, Cash-flow & Budgeting, Insurance, Retirement, Taxes
    June 10, 2012
    by Kurt J. Rossi
    Are you “retirement-ready”? Many people dream of a retirement filled with time spent traveling, enjoying hobbies and making lasting memories with family. However, the realities of retirement can be far ...
    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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