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Bring your Finances to LIFE

  • Cash Reserves
  • Cash-flow & Budgeting
  • Credit & Debt
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  • Money Mishaps
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Home›Category: "Uncategorized"

Uncategorized

  • Tax Scams are on the Rise This Tax Season

    Featured Articles, Money Mishaps, Taxes, Uncategorized
    March 11, 2022
    by Kurt J. Rossi
    The Internal Revenue Service has continued to warn taxpayers about the importance of avoiding the myriad of tax scams and schemes this tax season.  According to the IRS, thousands 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
  • Financial Planning Considerations After the Loss of a Spouse

    Estate Planning, Relationships & Money, Uncategorized
    January 11, 2021
    by Kurt J. Rossi
    Mourning the loss of a spouse can be one of the most difficult things for a person to experience.  In fact, Psychologists Holmes & Rahe developed a scale to assess ...
    Read More
  • With Mortgages Reaching Record Lows, is it Time to Refinance?

    Insurance, Uncategorized
    July 10, 2020
    by Kurt J. Rossi
    Mortgage rates have hit yet another all-time record low. According to the most recent Freddie Mac Primary Mortgage Market Survey, the 30-year fixed rate fell to 3.03 percent, the lowest ...
    Read More
  • What Shape Will Our Economic Recovery Look Like?

    Investing, Uncategorized
    June 26, 2020
    by Kurt J. Rossi
    The economic impacts from the COVID-19 Pandemic have been steeper than initially anticipated. According to the National Bureau of Economic Research (NBER), we officially entered a recession back in February ...
    Read More
  • 5 SMART WAYS TO INVEST YOUR TAX RETURN

    Cash-flow & Budgeting, Credit & Debt, Investing, Taxes, Uncategorized
    February 7, 2020
    by Kurt J. Rossi
    The Internal Revenue Service expects more than 155 million tax returns to be filled this year with nearly 112 million taxpayers receiving a refund. That’s right – over 74 percent ...
    Read More
  • Sweeping Changes to Retirement Savings Rules on Tap for 2020

    Education, Investing, Relationships & Money, Retirement, Uncategorized
    December 31, 2019
    by Kurt J. Rossi
    Congress recently passed one of the most significant changes to retirement savings regulation that has occurred in years.  The “Setting Every Community Up for Retirement Enhancement or “SECURE Act” as ...
    Read More
  • Protecting your credit score during the holidays

    Cash-flow & Budgeting, Credit & Debt, Money Mishaps, Uncategorized
    December 23, 2019
    by Kurt J. Rossi
      For many retailers, the holiday season is the first time during the year that they become profitable. For consumers on the other hand, the holidays often lead to excessive ...
    Read More
  • 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 ...
    Read More
  • 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 ...
    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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