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  • Cash Reserves
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Home›Category: "Retirement" (Page 11)

Retirement

  • Debt deal sets up next fiscal fight

    Credit & Debt, Estate Planning, Investing, Money Mishaps, Retirement, Taxes
    October 27, 2013
    by Kurt J. Rossi
    The last-minute debt deal reached by Congress on Oct. 17 reopened the government, extended the debt ceiling and averted a default. While many analysts and investors applauded the resolution, others ...
    Read More
  • Nation is on edge of default

    Credit & Debt, Investing, Retirement
    October 13, 2013
    by Kurt J. Rossi
    The United States is set to reach its borrowing limit on or around Thursday. While the recent reduction in spending as a result of the government shutdown could delay the ...
    Read More
  • In search of tax-friendly states for retirees

    Real Estate, Retirement, Taxes
    September 29, 2013
    by Kurt J. Rossi
    For many retirees, retirement is a bit more challenging than they thought. Interest rates have been low, investment returns have been volatile and health-care costs are on the rise. There ...
    Read More
  • Five steps to financial prosperity

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Insurance, Investing, Retirement
    September 1, 2013
    by Kurt J. Rossi
    After experiencing one of the most challenging financial periods in our nation’s history, Americans have begun to dig themselves out. The unemployment rate is slowly improving and household debt is ...
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  • 401(k) loans cost more than you think

    Retirement, Taxes
    July 21, 2013
    by Kurt J. Rossi
    The number of 401(k) participants taking a loan against their retirement plan is on the rise. In fact, according to a survey by Wells Fargo, there was a 28 percent ...
    Read More
  • Signs you may not be ready to retire

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Insurance, Retirement
    May 26, 2013
    by Kurt J. Rossi
    Determining the right time to retire is no easy task. With far-reaching financial and emotional effects, the retirement decision is one of the most critical choices that pre-retirees will make. ...
    Read More
  • Tips for new college grads to tackle financial challenges

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Education, Retirement
    April 28, 2013
    by Kurt J. Rossi
    As college seniors wrap up final exams and prepare for graduation, the realities of life after college begin to set in. From securing a job and addressing student loans to ...
    Read More
  • In search of tax friendly states for retirees

    Retirement, Taxes
    January 1, 2013
    by Kurt J. Rossi
    For many retirees, retirement is a bit more challenging than they thought. Interest rates have been low, investment returns have been volatile and health-care costs are on the rise. There ...
    Read More
  • Five last-minute financial moves before 2012 ends

    Retirement, Taxes
    December 23, 2012
    by Kurt J. Rossi
    There is still time to take advantage of last-minute financial planning opportunities before 2012 comes to a close. While you will have to act fast, the following year-end strategies could ...
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  • Opinion: Plan well ahead for retirement needs

    Investing, Retirement
    October 8, 2012
    by Kurt J. Rossi
    It is never too early to begin saving toward your retirement goal. Unfortunately, many people choose to wait until retirement is just around the corner to begin thinking about it. ...
    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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