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Bring your Finances to LIFE

  • Cash Reserves
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Home›Category: "Retirement" (Page 3)

Retirement

  • FIVE YEAR-END FINANCIAL MOVES FOR 2019

    Cash Reserves, Cash-flow & Budgeting, Investing, Retirement, Taxes, Uncategorized
    December 3, 2019
    by Kurt J. Rossi
    There is still time to take advantage of last-minute financial planning opportunities before 2019 comes to a close. While you may have to act fast, the following year-end strategies could ...
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  • Why You May Be Your Own Worst Enemy When it Comes to Investing

    Cash-flow & Budgeting, Credit & Debt, Investing, Money Mishaps, Retirement, Uncategorized
    October 25, 2019
    by Kurt J. Rossi
    There is no shortage of investment dangers for investors to worry about. From the impact of interest rate changes and reductions in corporate profits to slower economic growth and a ...
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  • Why Wait Until Retirement To Start Living?

    Money Mishaps, Relationships & Money, Retirement, Uncategorized
    August 9, 2019
    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 begin ...
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  • The True Cost of 401(k) Loans

    Investing, Money Mishaps, Retirement
    July 17, 2019
    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 National Bureau of Economic Research, 21 percent of 401(k) participants ...
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  • Retirement plans that might not pan-out

    Investing, Money Mishaps, Relationships & Money, Retirement, Uncategorized
    June 14, 2019
    by Kurt J. Rossi
    Lifestyle choices, cash reserves, tax planning, estate planning, insurance, education funding and planning for life after work (retirement) are all important considerations for any comprehensive financial plan. While developing a ...
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  • How to Prioritize Your Financial Life

    Cash-flow & Budgeting, Money Mishaps, Relationships & Money, Retirement
    May 17, 2019
    by Kurt J. Rossi
      In financial planning, we are taught to “plan” our finances around an uncertain future.  While planning for the future and being a good steward of money and wealth is ...
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  • 4 Personal Finance Numbers You Need To Know

    Cash-flow & Budgeting, Investing, Money Mishaps, Retirement, Uncategorized
    May 3, 2019
    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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  • How to Assist Aging Parents With Their Finances

    Estate Planning, Investing, Money Mishaps, Relationships & Money, Retirement, Uncategorized
    March 8, 2019
    by Kurt J. Rossi
    Next to politics, money is often the last topic that people want to discuss openly – especially when you are speaking to family.  The sensitivity of this topic is often ...
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  • Smart money moves for 2019

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Investing, Money Mishaps, Retirement, Uncategorized
    January 2, 2019
    by Kurt J. Rossi
    According to research from the University of Scranton, nearly 45 percent of Americans will make a New Year’s resolution this year. However, making a resolution is the easy part – ...
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  • The one reason you may want to consider taking Social Security early that no one ...

    Cash-flow & Budgeting, Retirement, Uncategorized
    December 5, 2018
    by Kurt J. Rossi
    Retirees often agonize over determining the optimal time to claim Social Security.  With the average retiree relying on Social Security to provide over 36% of their retirement income (Social Security ...
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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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