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  • Cash Reserves
  • Cash-flow & Budgeting
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Home›Category: "Money Mishaps" (Page 7)

Money Mishaps

  • Unclaimed property rates are on the rise

    Insurance, Investing, Money Mishaps, Retirement
    September 11, 2015
    by Kurt J. Rossi
    Do you or members of your family have unclaimed property that is sitting in the hands of the state?  With statistics from the National Association of Unclaimed Property Administrators estimating ...
    Read More
  • Don't let your emotions rule your investments

    Investing, Money Mishaps, Retirement
    August 28, 2015
    by Kurt J. Rossi
    The recent slew of negative economic news has sent the financial markets into a tailspin. From China's surprise devaluation of their currency and concerns about global growth to Greece's economic ...
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  • 4 financial issues to address before tying the knot

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Money Mishaps, Relationships & Money
    July 17, 2015
    by Kurt J. Rossi
    Nearly 2.3 million couples will get married this year in the U.S. While we have all heard statistics on the alarming number of marriages that end in divorce, it may ...
    Read More
  • Parents should be wary of endangering retirement to support 'Emerging Adults'

    Credit & Debt, Featured Articles, Money Mishaps, Relationships & Money, Retirement
    March 28, 2015
    by Kurt J. Rossi
    Each year, an increased number of baby boomers end up financially supporting their adult children in some way - often to the detriment of their own financial goals. Recent data ...
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  • Home buying mistakes to avoid

    Cash-flow & Budgeting, Credit & Debt, Investing, Money Mishaps, Mortgages, Real Estate
    February 28, 2015
    by Kurt J. Rossi
    Low interest rates and a stronger job market continue to fuel growth in housing. While the number of national home sales declined slightly in 2014 (3 percent) to 4.93 million, ...
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  • Beware of audit red flags this tax season

    Money Mishaps, Real Estate, Taxes
    January 31, 2015
    by Kurt J. Rossi
    Most taxpayers would rather not receive correspondence from the Internal Revenue Service – especially if it's in the form of a dreaded audit letter. While it is believed that IRS ...
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  • How much your holiday debt will really cost you

    Cash-flow & Budgeting, Credit & Debt, Money Mishaps
    December 6, 2014
    by Kurt J. Rossi
    With Black Friday and Cyber Monday behind us, the holiday retail season is now in full swing. We have reached that time of year when retailers finally go into the ...
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  • Major money mishaps

    Cash-flow & Budgeting, Credit & Debt, Estate Planning, Insurance, Money Mishaps, Retirement
    August 17, 2014
    by Kurt J. Rossi
    Americans continue to fret 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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  • Leasing vs. buying a car

    Cash-flow & Budgeting, Credit & Debt, Money Mishaps
    August 3, 2014
    by Kurt J. Rossi
    Americans are buying more automobiles than they have in years. In fact, according to J.D. Power and Associates, the auto industry is on track to sell more than 16 million ...
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  • Renting vs. buying a home

    Cash Reserves, Cash-flow & Budgeting, Money Mishaps, Mortgages, Real Estate
    July 20, 2014
    by Kurt J. Rossi
    Is it better to rent or buy a home? Home ownership has always been a cornerstone of the “American Dream.” While it is certainly an accomplishment worth striving to achieve, ...
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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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