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  • Cash Reserves
  • Cash-flow & Budgeting
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Home›Category: "Money Mishaps" (Page 3)

Money Mishaps

  • 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
  • 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
  • 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
  • Teaching Good Money Habits to Children

    Cash-flow & Budgeting, Credit & Debt, Money Mishaps, Relationships & Money, Uncategorized
    June 28, 2019
    by Kurt J. Rossi
    The way we interact with money continues to evolve each year.  According to the Federal Reserve Bank of Boston's most recent report of Consumer Payment Choice, cash transactions make up ...
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  • 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
  • Lifestyle Creep – What It Is and How to Avoid It

    Cash-flow & Budgeting, Credit & Debt, Money Mishaps, Relationships & Money, Uncategorized
    May 31, 2019
    by Kurt J. Rossi
    How did you earmark the last raise or bonus you received from your employer?  Did you set aside more money for financial planning goals or did you ratchet up your ...
    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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