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: "Investing" (Page 4)

Investing

  • 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 ...
    Read More
  • 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 ...
    Read More
  • 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 ...
    Read More
  • 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
  • How to Assist Aging Parents With Their Finances

    Estate Planning, Investing, Money Mishaps, Relationships & Money, Retirement, Uncategorized
    March 8, 2019
    by Kurt J. Rossi
    Next to politics, money is often the last topic that people want to discuss openly – especially when you are speaking to family.  The sensitivity of this topic is often ...
    Read More
  • Smart money moves for 2019

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Investing, Money Mishaps, Retirement, Uncategorized
    January 2, 2019
    by Kurt J. Rossi
    According to research from the University of Scranton, nearly 45 percent of Americans will make a New Year’s resolution this year. However, making a resolution is the easy part – ...
    Read More
  • Consider Harvesting Gains and Losses Before Year-End

    Investing, Taxes
    November 8, 2018
    by Kurt J. Rossi
    After years of below average market fluctuation, volatility has spiked during the 3rd quarter of 2018.  From trade war concerns to Federal reserve rate hikes, the market has been digesting ...
    Read More
  • Should You Consider a Donor-Advised Fund?

    Investing, Taxes, Uncategorized
    July 12, 2018
    by Kurt J. Rossi
    As a tool used to simplify the process of managing charitable giving, donor-advised funds (DAF) are growing in popularity.  In fact, according to the 2017 Donor-Advised Fund Report from the ...
    Read More
← 1 2 3 4 5 6 … 10 →

 

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.

LPL Financial Form CRS

 

 

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