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Bring your Finances to LIFE

  • Cash Reserves
  • Cash-flow & Budgeting
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Home›Category: "Money Mishaps" (Page 2)

Money Mishaps

  • How To Avoid The Most Common Mistakes Made by Small Business Owners

    Money Mishaps, Retirement, Taxes
    September 3, 2021
    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 ...
    Read More
  • The 3 Most Common Financial Regrets

    Cash-flow & Budgeting, Money Mishaps, Retirement
    December 14, 2020
    by Kurt J. Rossi
    Our lives are filled with an overwhelming number of financial choices and there are certainly some financial matters most of us might have handled differently along the way.  In fact, ...
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  • Reducing Your Chances of an IRS Audit in 2020

    Money Mishaps, Taxes
    February 24, 2020
    by Kurt J. Rossi
    Tax season is upon us and both taxpayers and preparers have begun compiling income tax statements in order to meet the upcoming April 15th deadline. More than 196 million tax ...
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  • Smart money moves for 2020

    Cash-flow & Budgeting, Credit & Debt, Investing, Money Mishaps, Relationships & Money, Retirement
    January 14, 2020
    by Kurt J. Rossi
    As the New Year begins, many Americans are inspired and motivated to make positive changes in their lives.  Interestingly, a recent poll by research firm IPSOS notes the top two ...
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  • Protecting your credit score during the holidays

    Cash-flow & Budgeting, Credit & Debt, Money Mishaps, Uncategorized
    December 23, 2019
    by Kurt J. Rossi
      For many retailers, the holiday season is the first time during the year that they become profitable. For consumers on the other hand, the holidays often lead to excessive ...
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  • 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 ...
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  • College Planning Strategies for Parents and Students

    Education, Money Mishaps, Relationships & Money, Uncategorized
    September 6, 2019
    by Kurt J. Rossi
      Developing a plan to pay for college is not getting any easier and with the total costs of some colleges expected to exceed $70,000 a year for 2019-2020, choosing ...
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  • 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 ...
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  • Why Wait Until Retirement To Start Living?

    Money Mishaps, Relationships & Money, Retirement, Uncategorized
    August 9, 2019
    by Kurt J. Rossi
    For many Americans, retirement is the time when you are supposed to kick back and start enjoying life.  Children are often financially independent and there is finally time to begin ...
    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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