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Bring your Finances to LIFE

  • Cash Reserves
  • Cash-flow & Budgeting
  • Credit & Debt
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  • Mortgages
  • Money Mishaps
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Home›Category: "Money Mishaps"

Money Mishaps

  • How To Avoid Running Out of Money in Retirement

    Cash Reserves, Cash-flow & Budgeting, Money Mishaps, Retirement
    May 28, 2026
    by Kurt J. Rossi
    Running out of money in retirement continues to be a major concern for many Americans.  In fact, a recent report from AIG Life & Retirement notes that 60 percent of ...
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  • How To Avoid Emotional Investment Mistakes During Difficult Markets

    Cash-flow & Budgeting, Featured Articles, Investing, Money Mishaps
    May 28, 2026
    by Kurt J. Rossi
    Financial markets are no stranger to volatility. Whether driven by geopolitical uncertainty, inflationary pressures, rising interest rates, or broader economic concerns, periods of market turbulence are an inevitable part of ...
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  • Protect Yourself from Financial Uncertainty That May Impact Your Life

    Cash Reserves, Insurance, Money Mishaps
    May 28, 2026
    by Kurt J. Rossi
    As we have seen, hurricanes and tropical storms can be unpredictable, with the potential to cause a tremendous amount of physical and financial damage.  Financial storms and financial uncertainty can ...
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  • How To Avoid The Most Common Mistakes Made by Small Business Owners

    Money Mishaps, Retirement, Taxes
    May 28, 2026
    by Kurt J. Rossi
    The number of small businesses in the United States continues to rise.  In fact, according to the U.S. Small Business Administration, there are 30.2 million small businesses employing an additional ...
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  • Unclaimed Property Reaches $70 Billion – How to Know If You or Your Family Are ...

    Estate Planning, Money Mishaps, Real Estate
    September 20, 2024
    by Kurt J. Rossi
    Do you or your family members have unclaimed property sitting in the hands of the state?  With statistics from the National Association of Unclaimed Property Administrators estimating that nearly $70 ...
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  • Helping Beneficiaries to Avoid Mistakes with an Inheritance

    Estate Planning, Money Mishaps, Relationships & Money
    April 5, 2024
    by Kurt J. Rossi
    Dealing with the loss of a loved one is never easy.  In addition to the emotional challenges of loss, many people are thrust into dealing with financial complexities.  This can ...
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  • IRS and Better Business Bureau Warn of More Sophisticated Tax Scammers This Tax Season

    Money Mishaps, Relationships & Money, Taxes
    January 26, 2024
    by Kurt J. Rossi
    The Internal Revenue Service and the Better Business Bureau continue sounding the alarm on the importance of avoiding the myriad of tax scams and schemes this season.  This has become ...
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  • 9 Of the Biggest Financial Mistakes to Avoid

    Cash-flow & Budgeting, Education, Estate Planning, Featured Articles, Insurance, Money Mishaps, Retirement
    May 19, 2023
    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 future.  ...
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  • With Interest Rates on the Rise, Should You Purchase or Lease Your Next Vehicle?

    Cash-flow & Budgeting, Investing, Money Mishaps
    February 10, 2023
    by Kurt J. Rossi
        Auto buyers often have preconceived notions about whether it is better to lease or buy a vehicle. While there has never been more information readily available for consumers ...
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  • How to Help Aging Parents with Financial Management

    Estate Planning, Money Mishaps, Relationships & Money
    January 27, 2023
    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 ...
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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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