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Bring your Finances to LIFE

  • Cash Reserves
  • Cash-flow & Budgeting
  • Credit & Debt
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  • Mortgages
  • Money Mishaps
  • Relationships & Money
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Home›Category: "Investing" (Page 3)

Investing

  • FIVE YEAR-END FINANCIAL MOVES FOR 2019

    Cash Reserves, Cash-flow & Budgeting, Investing, Retirement, Taxes, Uncategorized
    December 3, 2019
    by Kurt J. Rossi
    There is still time to take advantage of last-minute financial planning opportunities before 2019 comes to a close. While you may have to act fast, the following year-end strategies could ...
    Read More
  • 10 Money Habits To Integrate in Your Life

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Estate Planning, Investing, Money Mishaps
    November 7, 2019
    by Kurt J. Rossi
      Developing good habits and discipline is important when pursuing any goals, especially when it comes to those that impact your financial life.  In addition to benefiting your financial bottom-line, ...
    Read More
  • Why You May Be Your Own Worst Enemy When it Comes to Investing

    Cash-flow & Budgeting, Credit & Debt, Investing, Money Mishaps, Retirement, Uncategorized
    October 25, 2019
    by Kurt J. Rossi
    There is no shortage of investment dangers for investors to worry about. From the impact of interest rate changes and reductions in corporate profits to slower economic growth and a ...
    Read More
  • Is There a Recession on the Horizon? How to Prepare for The Next Economic Slowdown

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Investing, Uncategorized
    September 24, 2019
    by Kurt J. Rossi
    They say what goes up must come down and the economy is usually no different.  With the latest economic expansion officially breaking the record as the longest in history back ...
    Read More
  • Mortgage Mishaps to Avoid

    Credit & Debt, Investing, Money Mishaps, Mortgages
    August 22, 2019
    by Kurt J. Rossi
    Mortgage rates have recently been falling.  The combination of trade war and recession concerns have led to some of the most attractive mortgage rates in history. Not as attractive as ...
    Read More
  • 9 Common Financial Mistakes to Avoid

    Cash-flow & Budgeting, Insurance, Investing, Money Mishaps
    July 26, 2019
    by Kurt J. Rossi
    Americans continue to worry 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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  • The True Cost of 401(k) Loans

    Investing, Money Mishaps, Retirement
    July 17, 2019
    by Kurt J. Rossi
    The number of 401(k) participants taking a loan against their retirement plan is on the rise. In fact, according to National Bureau of Economic Research, 21 percent of 401(k) participants ...
    Read More
  • Retirement plans that might not pan-out

    Investing, Money Mishaps, Relationships & Money, Retirement, Uncategorized
    June 14, 2019
    by Kurt J. Rossi
    Lifestyle choices, cash reserves, tax planning, estate planning, insurance, education funding and planning for life after work (retirement) are all important considerations for any comprehensive financial plan. While developing a ...
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  • 4 Personal Finance Numbers You Need To Know

    Cash-flow & Budgeting, Investing, Money Mishaps, Retirement, Uncategorized
    May 3, 2019
    by Kurt J. Rossi
    Do you know your numbers?  When it comes to finances, people often spend more time researching what they will purchase with their money than they do gaining financial clarity and ...
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  • ABLE accounts – A Tax Advantaged Tool For Special Needs Planning

    Estate Planning, Investing, Relationships & Money, Uncategorized
    April 22, 2019
    by Kurt J. Rossi
    Each year, millions of Americans with disabilities and their families rely on public benefits to help provide for income, health care, food and housing assistance.  Since eligibility for assistance through ...
    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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