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Bring your Finances to LIFE

  • Cash Reserves
  • Cash-flow & Budgeting
  • Credit & Debt
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  • Money Mishaps
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Home›Category: "Retirement"

Retirement

  • Overcoming Common Retirement Misconceptions

    Cash-flow & Budgeting, Retirement, Taxes
    September 8, 2023
    by Kurt J. Rossi
    Are you “retirement-ready”? Many people dream of a retirement filled with time spent traveling, enjoying hobbies and making lasting memories with family. However, it is not always easy to know ...
    Read More
  • Financial Rules of Thumb to Consider Breaking

    Cash Reserves, Cash-flow & Budgeting, Investing, Mortgages, Retirement
    June 16, 2023
    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
  • 9 Of the Biggest Financial Mistakes to Avoid

    Cash-flow & Budgeting, Education, Estate Planning, Featured Articles, Insurance, Money Mishaps, Retirement
    May 19, 2023
    by Kurt J. Rossi
    Americans continue to worry 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 future.  ...
    Read More
  • The Impact of Age Differences on Your Financial Planning

    Cash-flow & Budgeting, Relationships & Money, Retirement
    May 6, 2023
    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 ...
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  • Don’t Wait for Retirement to Begin Living Your Best Life

    Retirement
    February 24, 2023
    by Kurt J. Rossi
      For many Americans, retirement is the time when you are supposed to kick back and start enjoying life.  Children are often financially independent and there is finally time to ...
    Read More
  • Key Personal Finance Statistics You Should Know (But Probably Don’t)

    Cash-flow & Budgeting, Money Mishaps, Retirement
    October 7, 2022
    by Kurt J. Rossi
    Do you know your numbers?  When it comes to finances, people often spend more time researching what they will purchase with their money than they do gaining financial clarity and ...
    Read More
  • How To Avoid Running Out of Money in Retirement

    Cash Reserves, Cash-flow & Budgeting, Money Mishaps, Retirement
    June 3, 2022
    by Kurt J. Rossi
    Running out of money in retirement continues to be a major concern for many Americans.  In fact, a recent report from AIG Life & Retirement notes that 60 percent of ...
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  • Money Moves to Make at Every Age (Part 2: 50s & Beyond)

    Cash-flow & Budgeting, Estate Planning, Insurance, Relationships & Money, Retirement
    December 17, 2021
    by Kurt J. Rossi
    This is the second of a two-part series on the financial moves that should be considered at various pivotal points in your life. After reviewing key decisions to consider during ...
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  • 5 Surprising Retirement Statistics and How to Address Them

    Retirement
    November 5, 2021
    by Kurt J. Rossi
    Many hard-working Americans dream of one day reaching financial independence – the time when they are no longer forced to work out of necessity. Unfortunately for many, the realities of ...
    Read More
  • 5 Strategies to Feel More Secure About Your Retirement

    Cash-flow & Budgeting, Featured Articles, Retirement, Uncategorized
    October 25, 2021
    by Kurt J. Rossi
    Financial success isn’t just about money. Sure, we all wouldn't mind a little more of it but there is much more to living a secure retirement than how much you ...
    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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