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Bring your Finances to LIFE

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

Money Mishaps

  • 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 ...
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  • 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 ...
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  • 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 ...
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  • 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 ...
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  • How to Prioritize Your Financial Life

    Cash-flow & Budgeting, Money Mishaps, Relationships & Money, Retirement
    May 17, 2019
    by Kurt J. Rossi
      In financial planning, we are taught to “plan” our finances around an uncertain future.  While planning for the future and being a good steward of money and wealth is ...
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  • 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 ...
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  • 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 ...
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  • IRS continues to warn of Tax Scams

    Money Mishaps, Taxes, Uncategorized
    February 22, 2019
    by Kurt J. Rossi
    The Internal Revenue Service continues to warn taxpayers about the importance of avoiding the overabundance of tax scams and schemes this tax season.  According to the IRS, thousands of people ...
    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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