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Bring your Finances to LIFE

  • Cash Reserves
  • Cash-flow & Budgeting
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Home›Category: "Retirement" (Page 2)

Retirement

  • 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 ...
    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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  • 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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  • 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 ...
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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
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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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