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  • Cash Reserves
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Home›Category: "Retirement"

Retirement

  • Is a Roth 401(k) Better Than a Traditional 401(k)?

    Cash-flow & Budgeting, Investing, Retirement
    October 18, 2024
    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 ...
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  • 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, ...
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  • Planning to retire in 2024? Key Strategies to Consider

    Retirement
    March 22, 2024
    by Kurt J. Rossi
    Deciding when to retire may be one of the most important financial decisions that you will make during your life. Walking away from a regular paycheck and beginning to sustain ...
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  • 5 Mistakes Small Business Owners Should Avoid

    Retirement, Taxes
    February 13, 2024
    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 33.3 million small businesses employing an additional ...
    Read More
  • Smart Money Moves for 2024

    Cash-flow & Budgeting, Estate Planning, Featured Articles, Retirement, Taxes
    December 29, 2023
    by Kurt J. Rossi
    From your health to your wealth, New Year’s resolutions can help jump-start your game plan for 2024. While polls often suggest only half of those Americans who make New Year’s ...
    Read More
  • More Americans are Tapping 401(k) Plans – What to know before you take a loan

    Cash-flow & Budgeting, Retirement, Taxes
    October 20, 2023
    by Kurt J. Rossi
    The number of 401(k) participants taking distributions from their retirement plan is on the rise. In fact, a recent study from the Transamerica Center for Retirement Studies found that a ...
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  • An Increased Number of Parents are Endangering Retirement to Financially Support Their Adult Children

    Cash-flow & Budgeting, Education, Relationships & Money, Retirement
    October 6, 2023
    by Kurt J. Rossi
    Each year, an increased number of baby boomers find themselves financially supporting their adult children in some way - often to the detriment of their own financial goals.  A recent ...
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  • 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 ...
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  • 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 ...
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  • 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
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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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