Top Menu

  • Learn more about Kurt

Main Menu

  • Cash Reserves
  • Cash-flow & Budgeting
  • Credit & Debt
  • Education
  • Insurance
  • Investing
  • Real Estate
  • Mortgages
  • Money Mishaps
  • Relationships & Money
  • Retirement
  • Estate Planning
  • Taxes
  • Learn more about Kurt
logo

Bring your Finances to LIFE

  • Cash Reserves
  • Cash-flow & Budgeting
  • Credit & Debt
  • Education
  • Insurance
  • Investing
  • Real Estate
  • Mortgages
  • Money Mishaps
  • Relationships & Money
  • Retirement
  • Estate Planning
  • Taxes
Home›Category: "Retirement"

Retirement

  • How To Avoid Running Out of Money in Retirement

    Cash Reserves, Cash-flow & Budgeting, Money Mishaps, Retirement
    May 28, 2026
    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 ...
    Read More
  • Is a Roth 401(k) Better Than a Traditional 401(k)?

    Cash-flow & Budgeting, Investing, Retirement
    May 28, 2026
    by Kurt J. Rossi
    The number of employers offering a Roth 401(k) option is on the rise.  In fact, a report from The Plan Sponsor Council of America suggests that 89 percent of 401(k) plans ...
    Read More
  • Cash Balance Plans – How Business Owners Can Supercharge Savings

    Retirement, Taxes
    May 28, 2026
    by Kurt J. Rossi
    According to the U.S. Small Business Administration, there are 36.2 million small businesses in the U.S. Unfortunately, a significant number still do not offer a 401(k) plan or any form ...
    Read More
  • Overcoming Common Retirement Misconceptions

    Cash-flow & Budgeting, Retirement, Taxes
    May 28, 2026
    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
  • 5 Mistakes Small Business Owners Should Avoid

    Retirement, Taxes
    May 28, 2026
    by Kurt J. Rossi
    The number of small businesses in the United States continues to rise. In fact, according to the U.S. Small Business Administration, there are 36.2 million small businesses accounting for almost ...
    Read More
  • Is a Roth 401(k) Better than a Traditional 401(k)?

    Retirement, Taxes
    May 28, 2026
    by Kurt J. Rossi
      The number of employers offering a Roth 401(k) option is on the rise.  In fact, a report from The Plan Sponsor Council of America suggests that 89 percent of 401(k) ...
    Read More
  • Don’t Wait for Retirement to Begin Living Your Best Life

    Retirement
    May 28, 2026
    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
  • How To Avoid The Most Common Mistakes Made by Small Business Owners

    Money Mishaps, Retirement, Taxes
    May 28, 2026
    by Kurt J. Rossi
    The number of small businesses in the United States continues to rise.  In fact, according to the U.S. Small Business Administration, there are 30.2 million small businesses employing an additional ...
    Read More
  • 5 Strategies to Feel More Secure About Your Retirement

    Cash-flow & Budgeting, Featured Articles, Retirement, Uncategorized
    May 27, 2026
    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 confident retirement than how much you ...
    Read More
  • How to Overcome the Three Most Common Financial Regrets

    Cash-flow & Budgeting, Credit & Debt, Retirement
    May 31, 2024
    by Kurt J. Rossi
    Our lives are filled with an overwhelming number of financial choices and there are certainly some financial matters most of us might have handled differently along the way.  In fact, ...
    Read More
1 2 3 … 12 →

 

Searching for a specific topic? Try our search bar…

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.

Join Our Financial Empowerment Newsletter

* indicates required

Post Categories

Ready to take your finances to the next level?

Do you have a money question that you need answered?

Send an email or feel free to call - We will do our best to help. Reach us at

Email: kurt.rossi@independentwm.com or 732-280-7550.

Speaking & Media Inquiries: 732-280-7550

Firm site: www.independentwm.com

Education = Empowerment!

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, DE, FL, GA, IL, IN, LA, MA, MD, MN, NC, NJ, OH, PA, RI, SC, VA.

LPL Financial Form CRS

 

 

  • HomePage
  • About us
© Copyright Bring Your Finances to Life. All rights reserved.