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Bring your Finances to LIFE

  • Cash Reserves
  • Cash-flow & Budgeting
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Home›Category: "Retirement"

Retirement

  • 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 ...
    Read More
  • 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 ...
    Read More
  • 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
  • How To Avoid The Most Common Mistakes Made by Small Business Owners

    Money Mishaps, Retirement, Taxes
    September 3, 2021
    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
  • Is a Roth 401(k) Better than a Traditional 401(k)?

    Retirement, Taxes
    August 20, 2021
    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 70 percent 401(k) plans ...
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  • Rebalancing After the Rally – Is it Time to Review Your Allocations?

    Investing, Retirement, Taxes
    May 14, 2021
    by Kurt J. Rossi
    Despite the global impacts of the pandemic, the U.S. stock market has seen a dramatic move upward since March of last year. While it is certainly encouraging for investors to ...
    Read More
  • Cash Balance Plans – How Business Owners Can Supercharge Savings

    Retirement, Taxes
    April 5, 2021
    by Kurt J. Rossi
    According to the U.S Small Business Administration, there are nearly 30.2 million small businesses in the U.S. Unfortunately, only 56 percent offer 401(k) plans and even fewer offer defined benefit ...
    Read More
  • IRA Strategies for Tax Season

    Retirement, Taxes
    February 8, 2021
    by Kurt J. Rossi
    Individual retirement accounts play a vital role in the retirement plans of many Americans.  In fact, according to the latest figures from the Tax Policy Center, nearly 29 percent of ...
    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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