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  • Cash Reserves
  • Cash-flow & Budgeting
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Home›Category: "Relationships & Money" (Page 2)

Relationships & Money

  • How to Prepare your Finances and Your Portfolio for the Unexpected

    Cash-flow & Budgeting, Relationships & Money
    March 11, 2021
    by Kurt J. Rossi
    Each year the Federal Reserve releases the results of financial stress tests on 31 of the largest banks. Popularized in the U.S. during the financial crisis, the analysis serves as ...
    Read More
  • Financial Planning Considerations After the Loss of a Spouse

    Estate Planning, Relationships & Money, Uncategorized
    January 11, 2021
    by Kurt J. Rossi
    Mourning the loss of a spouse can be one of the most difficult things for a person to experience.  In fact, Psychologists Holmes & Rahe developed a scale to assess ...
    Read More
  • Smart Money Moves for 2021

    Cash-flow & Budgeting, Mortgages, Relationships & Money
    December 28, 2020
    by Kurt J. Rossi
    2020 has been an incredibly difficult year for people across the world.  From health concerns related to COVID to impact of the pandemic on the economy and jobs, we look ...
    Read More
  • 6 Mistakes to Avoid When Considering Divorce

    Cash-flow & Budgeting, Relationships & Money, Taxes
    November 30, 2020
    by Kurt J. Rossi
    For couples choosing to go their separate ways, divorce can be draining both emotionally and financially for all parties involved.  While it may not make sense to stay in a ...
    Read More
  • Protecting your Finances from the Unexpected

    Cash-flow & Budgeting, Relationships & Money
    November 7, 2020
    by Kurt J. Rossi
    The Federal Reserve board recently released the results of financial stress tests on the largest banks in our country. Popularized during the financial crisis, the analysis serves as a means ...
    Read More
  • Important Strategies to Help Simplify Your Estate Planning

    Estate Planning, Insurance, Relationships & Money, Retirement
    July 24, 2020
    by Kurt J. Rossi
    The loss of a loved one can be one of the most emotionally challenging things for anyone to face.  Unfortunately, before many people have a chance to mourn this loss, ...
    Read More
  • Smart money moves for 2020

    Cash-flow & Budgeting, Credit & Debt, Investing, Money Mishaps, Relationships & Money, Retirement
    January 14, 2020
    by Kurt J. Rossi
    As the New Year begins, many Americans are inspired and motivated to make positive changes in their lives.  Interestingly, a recent poll by research firm IPSOS notes the top two ...
    Read More
  • Sweeping Changes to Retirement Savings Rules on Tap for 2020

    Education, Investing, Relationships & Money, Retirement, Uncategorized
    December 31, 2019
    by Kurt J. Rossi
    Congress recently passed one of the most significant changes to retirement savings regulation that has occurred in years.  The “Setting Every Community Up for Retirement Enhancement or “SECURE Act” as ...
    Read More
  • Buying vs. Renting a Home – Which is Right for You?

    Cash-flow & Budgeting, Credit & Debt, Mortgages, Real Estate, Relationships & Money, Uncategorized
    October 4, 2019
    by Kurt J. Rossi
    Home ownership has always been a cornerstone of the “American Dream.” While it is certainly an accomplishment worth striving to achieve, it may not always be the best or most ...
    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 ...
    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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