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  • Cash Reserves
  • Cash-flow & Budgeting
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Home›Category: "Investing" (Page 7)

Investing

  • Raising financially conscious kids in the digital age

    Cash-flow & Budgeting, Credit & Debt, Education, Investing, Real Estate, Taxes
    September 27, 2015
    by Kurt J. Rossi
    Cash is no longer king – at least not like it was in the past.  According to the Federal Reserve Bank of Boston's most recent report of Consumer Payment Choice, ...
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  • Unclaimed property rates are on the rise

    Insurance, Investing, Money Mishaps, Retirement
    September 11, 2015
    by Kurt J. Rossi
    Do you or members of your family have unclaimed property that is sitting in the hands of the state?  With statistics from the National Association of Unclaimed Property Administrators estimating ...
    Read More
  • Don't let your emotions rule your investments

    Investing, Money Mishaps, Retirement
    August 28, 2015
    by Kurt J. Rossi
    The recent slew of negative economic news has sent the financial markets into a tailspin. From China's surprise devaluation of their currency and concerns about global growth to Greece's economic ...
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  • Stress-testing your finances may help prepare you for the unexpected

    Cash Reserves, Cash-flow & Budgeting, Investing, Retirement
    August 14, 2015
    by Kurt J. Rossi
    Each year the Federal Reserve releases the results of financial stress tests on 31 of the largest banks. Popularized in the U.S. during the financial crisis, the analysis serves as ...
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  • 5 financial rules of thumb to consider breaking

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Estate Planning, Insurance, Investing, Mortgages, Retirement, Taxes
    June 22, 2015
    by Kurt J. Rossi
    Wouldn't it be nice if financial planning was simple and the same financial strategies were applicable to most everyone? Unfortunately, there are no cookie-cutter approaches to financial management.  From investment ...
    Read More
  • Despite improving job market, challenges still lie ahead for Class of 2015

    Credit & Debt, Education, Investing, Retirement
    May 19, 2015
    by Kurt J. Rossi
    A new batch of graduates will soon begin the difficult transition from college student to becoming self-sufficient. From securing employment that pays well enough to address student loan debt to ...
    Read More
  • Strategies to minimize investment tax liability

    Investing, Taxes
    April 12, 2015
    by Kurt J. Rossi
    As taxpayers wrap up their returns for 2014, many have been faced with paying higher taxes on their investments. The run-up in the markets over the last few years has ...
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  • Home buying mistakes to avoid

    Cash-flow & Budgeting, Credit & Debt, Investing, Money Mishaps, Mortgages, Real Estate
    February 28, 2015
    by Kurt J. Rossi
    Low interest rates and a stronger job market continue to fuel growth in housing. While the number of national home sales declined slightly in 2014 (3 percent) to 4.93 million, ...
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  • Now is the time for year-end tax planning

    Investing, Retirement, Taxes
    October 25, 2014
    by Kurt J. Rossi
    The ideal time to address 2014 tax planning is in – you guessed it – 2014. Unfortunately, many taxpayers wait until the tax preparation months of March and April of ...
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  • Millennials invest more conservatively than retirees

    Cash Reserves, Credit & Debt, Investing, Retirement
    September 13, 2014
    by Kurt J. Rossi
    Despite the technological gap and years between them, young people today have something in common with their grandparents that may surprise you: They invest like them. In fact, numerous surveys ...
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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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