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  • Cash Reserves
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Home›Category: "Insurance" (Page 4)

Insurance

  • 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retirement accounts before age 59½ can prove costly, usually resulting in a penalty of 10 percent of the amount withdrawn.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 ...
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  • 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 ...
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  • 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 ...
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  • 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 ...
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  • 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
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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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