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Bring your Finances to LIFE

  • Cash Reserves
  • Cash-flow & Budgeting
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Home›Category: "Relationships & Money" (Page 4)

Relationships & Money

  • Are You Thinking About Selling Your Home? Now May Be a Good Time

    Mortgages, Real Estate, Relationships & Money
    April 8, 2019
    by Kurt J. Rossi
      It is not easy or advisable to “time the market” with any investment.  However, when it comes to housing, timing does matter and now may be an opportune time ...
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  • Why You May Never Feel "Wealthy" - Understanding Money and Happiness

    Cash Reserves, Relationships & Money, Uncategorized
    March 22, 2019
    by Kurt J. Rossi
    For many Americans, money is associated with having “peace of mind” and is often placed as a top priority in their life. While this shouldn’t necessarily be the case, the ...
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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 ...
    Read More
  • Financial Considerations For Age Gap Marriages

    Estate Planning, Investing, Relationships & Money, Retirement
    March 12, 2018
    by Kurt J. Rossi
    Deciding who to share your life with is usually based upon factors other than retirement planning.  After all, most couples do not begin their relationship by considering strategies for claiming ...
    Read More
  • FINANCIAL MOVES TO MAKE AFTER TYING THE KNOT

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Insurance, Relationships & Money
    July 25, 2017
    by Kurt J. Rossi
    Americans are expected to spend a whopping $72 billion dollars on weddings this year according to theknot.com. While marriage can be an exciting time, the realities of integrating the financial ...
    Read More
  • Financial Planning for the Surviving Spouse

    Estate Planning, Insurance, Relationships & Money, Retirement, Taxes
    October 7, 2016
    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
  • How to make the most of an inherited retirement account

    Investing, Relationships & Money, Retirement
    April 22, 2016
    by Kurt J. Rossi
    As the number of defined benefit pension plans continues to fall, the value of assets in defined contribution plans like 401(k)s and IRAs continues to rise.  In fact, according to ...
    Read More
  • Financial mistakes to avoid in divorce

    Money Mishaps, Relationships & Money
    March 14, 2016
    by Kurt J. Rossi
    Divorce can be draining both emotionally and financially for all parties involved.  While no one should stay in a relationship simply because of financial matters, there are many misconceptions and misinformation regarding ...
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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 ...
    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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