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  • Cash Reserves
  • Cash-flow & Budgeting
  • Credit & Debt
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  • Money Mishaps
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Home›Category: "Money Mishaps" (Page 5)

Money Mishaps

  • Smart money moves for 2019

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Investing, Money Mishaps, Retirement, Uncategorized
    January 2, 2019
    by Kurt J. Rossi
    According to research from the University of Scranton, nearly 45 percent of Americans will make a New Year’s resolution this year. However, making a resolution is the easy part – ...
    Read More
  • Money Apps That Can Help Transform Your Personal Finances

    Cash-flow & Budgeting, Credit & Debt, Education, Money Mishaps
    July 24, 2018
    by Kurt J. Rossi
    The days of balancing checkbooks, organizing receipt piles and using a printing calculator to help manage your finances may all be a thing of the past.  Today, you can find ...
    Read More
  • Preparing Young Beneficiaries to Handle an Inheritance

    Cash-flow & Budgeting, Estate Planning, Investing, Money Mishaps
    June 28, 2018
    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 ...
    Read More
  • How to Achieve a Perfect Credit Score

    Cash-flow & Budgeting, Credit & Debt, Money Mishaps, Uncategorized
    May 31, 2018
    by Kurt J. Rossi
    If you have ever wondered what it takes to reach the summit of all credit scores, you are not alone.  For years, consumers have questioned if the elusive FICO score ...
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  • 4 Smart Ways to Invest Your Tax Refund

    Investing, Money Mishaps, Retirement, Taxes
    March 27, 2018
    by Kurt J. Rossi
    If you are expecting a tax refund this year, you are not alone.  According to the IRS, 155 million tax returns are expected to be filed in 2018 with 70 ...
    Read More
  • 6 IRS audit red flags you cannot overlook

    Money Mishaps, Taxes
    February 12, 2018
    by Kurt J. Rossi
    There are few things taxpayers fear more than an audit letter from the Internal Revenue Service.  Despite the worry an audit can cause, the number of audits has actually been ...
    Read More
  • The benefits of choosing a higher payment when financing your next purchase.

    Cash-flow & Budgeting, Credit & Debt, Money Mishaps, Taxes
    November 14, 2017
    by Kurt J. Rossi
    We live in a world of monthly charges.  Not only are conventional expenses like mortgages, auto loans and utilities billed monthly, many businesses have begun transitioning to a monthly subscription ...
    Read More
  • What Washington Redskins QB Kirk Cousins can teach us about the power of living below ...

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Money Mishaps
    October 30, 2017
    by Kurt J. Rossi
    Professional athletes often have a reputation for undisciplined spending and financial excess.  While this has been well documented by ESPN and Sports Illustrated who cite that 78 percent of former ...
    Read More
  • AVOID COMPLACENCY IN TODAY'S MARKET

    Investing, Money Mishaps
    October 16, 2017
    by Kurt J. Rossi
    We are in midst of the third longest economic expansion in history.  (If this expansion continues for another year and a half it will be the longest on record). While ...
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  • Tips for managing sudden wealth

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Money Mishaps, Retirement, Taxes
    September 7, 2017
    by Kurt J. Rossi
    The largest single lottery jackpot in the United States was won on August 23rd - a cool $758.7 million dollars.  Rather than receiving annual payments over 30 years, the winner ...
    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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