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Home›Category: "Mortgages" (Page 2)

Mortgages

  • DO THESE FINANCIAL RULES OF THUMB APPLY TO YOU?

    Cash Reserves, Cash-flow & Budgeting, Mortgages, Retirement, Taxes
    August 7, 2017
    by Kurt J. Rossi
    For many Americans, getting a handle on complex financial topics can sometimes feel like trying to understand another language.  In response to this, financial pundits created “rules of thumb” with ...
    Read More
  • 7 Strategies for first time home buyers

    Cash Reserves, Cash-flow & Budgeting, Mortgages, Real Estate, Taxes
    May 31, 2017
    by Kurt J. Rossi
    The real estate market continues to heat up.   Historically low unemployment and interest rates coupled with shrinking housing supplies has caused home values to increase in many markets.  In fact, ...
    Read More
  • 7 misconceptions about owning a vacation home

    Cash-flow & Budgeting, Insurance, Investing, Money Mishaps, Mortgages, Real Estate
    April 21, 2017
    by Kurt J. Rossi
    If you have recently watched HGTV’s “Beachfront Bargain Hunt”, you’ll see that purchasing a vacation home may be more financially feasible than you originally thought.  However, recent price appreciation and ...
    Read More
  • Money moves to make at every age – part 1

    Cash-flow & Budgeting, Credit & Debt, Education, Insurance, Money Mishaps, Mortgages, Retirement
    June 17, 2016
    by Kurt J. Rossi
    Life is a journey filled with financial choices that ultimately shape your future.  While money may be important to many, it is simply a tool to help people focus on ...
    Read More
  • When to consider downsizing your home?

    Money Mishaps, Mortgages, Real Estate, Retirement
    May 6, 2016
    by Kurt J. Rossi
    If you are thinking about downsizing your home at some point during retirement, chances are you are not alone.  Today, more and more Americans are considering this move.  As children ...
    Read More
  • Should you invest in a second home

    Cash-flow & Budgeting, Credit & Debt, Investing, Mortgages, Real Estate, Taxes
    November 8, 2015
    by Kurt J. Rossi
    Purchasing a second home is a common goal often heard from clients during the financial planning process.  From a winter retreat in retirement to a house renovation/flip, there are many ...
    Read More
  • 5 financial rules of thumb to consider breaking

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Estate Planning, Insurance, Investing, Mortgages, Retirement, Taxes
    June 22, 2015
    by Kurt J. Rossi
    Wouldn't it be nice if financial planning was simple and the same financial strategies were applicable to most everyone? Unfortunately, there are no cookie-cutter approaches to financial management.  From investment ...
    Read More
  • Are mortgage rates climbing higher?

    Credit & Debt, Featured Articles, Mortgages, Real Estate
    June 6, 2015
    by Kurt J. Rossi
    The window may be closing to take advantage of exceptionally low interest rates.  After all, it is not reasonable to assume that rates will remain at these levels forever.  While ...
    Read More
  • 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, ...
    Read More
  • New changes may jump-start mortgage approval process

    Credit & Debt, Mortgages, Real Estate
    December 20, 2014
    by Kurt J. Rossi
    Since the end of the financial crisis and subprime mortgage meltdown, obtaining a mortgage has been difficult – to say the least. From increased scrutiny during the underwriting process to ...
    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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