Top Menu

  • Learn more about Kurt

Main Menu

  • Cash Reserves
  • Cash-flow & Budgeting
  • Credit & Debt
  • Education
  • Insurance
  • Investing
  • Real Estate
  • Mortgages
  • Money Mishaps
  • Relationships & Money
  • Retirement
  • Estate Planning
  • Taxes
  • Learn more about Kurt
logo

Bring your Finances to LIFE

  • Cash Reserves
  • Cash-flow & Budgeting
  • Credit & Debt
  • Education
  • Insurance
  • Investing
  • Real Estate
  • Mortgages
  • Money Mishaps
  • Relationships & Money
  • Retirement
  • Estate Planning
  • Taxes
Home›Category: "Uncategorized" (Page 3)

Uncategorized

  • Why You May Never Feel "Wealthy" - Understanding Money and Happiness

    Cash Reserves, Relationships & Money, Uncategorized
    March 22, 2019
    by Kurt J. Rossi
    For many Americans, money is associated with having “peace of mind” and is often placed as a top priority in their life. While this shouldn’t necessarily be the case, the ...
    Read More
  • 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 ...
    Read More
  • IRS continues to warn of Tax Scams

    Money Mishaps, Taxes, Uncategorized
    February 22, 2019
    by Kurt J. Rossi
    The Internal Revenue Service continues to warn taxpayers about the importance of avoiding the overabundance of tax scams and schemes this tax season.  According to the IRS, thousands of people ...
    Read More
  • New Audit Red Flags for 2019 tax season

    Money Mishaps, Taxes, Uncategorized
    February 11, 2019
    by Kurt J. Rossi
    Despite concerns regarding another government shutdown, the IRS is expected to get itself into gear for the upcoming tax season.  While the overall risk of being audited is generally low, ...
    Read More
  • Protect your financial life with a Defensive Budget

    Cash Reserves, Cash-flow & Budgeting, Money Mishaps, Uncategorized
    January 24, 2019
    by Kurt J. Rossi
      As the Government shutdown continues, nearly 800,000 federal workers will be going without paychecks this week.  According to real estate firm www.Zillow.com, these workers owe a combined $249 million in ...
    Read More
  • 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 – ...
    Read More
  • 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 ...
    Read More
  • With Rates Climbing Higher - Is It Too Late to Refinance High Interest Debt?

    Credit & Debt, Mortgages, Uncategorized
    October 4, 2018
    by Kurt J. Rossi
    Addressing consumer debt is becoming more difficult with each successive rate hike by the Federal Reserve.  While it was not reasonable to assume that interest rates would remain low forever, ...
    Read More
  • Recession Signals to Keep an Eye On

    Uncategorized
    September 20, 2018
    by Kurt J. Rossi
    We are currently in the midst of the 2nd longest economic expansion in United States history. According to the National Bureau of Economic Research, the current U.S. expansion would become ...
    Read More
  • Should You Consider a Donor-Advised Fund?

    Investing, Taxes, Uncategorized
    July 12, 2018
    by Kurt J. Rossi
    As a tool used to simplify the process of managing charitable giving, donor-advised funds (DAF) are growing in popularity.  In fact, according to the 2017 Donor-Advised Fund Report from the ...
    Read More
← 1 2 3 4 →

 

Searching for a specific topic? Try our search bar…

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.

Join Our Financial Empowerment Newsletter

* indicates required

Post Categories

Ready to take your finances to the next level?

Do you have a money question that you need answered?

Send an email or feel free to call - We will do our best to help. Reach us at

Email: kurt.rossi@independentwm.com or 732-280-7550.

Speaking & Media Inquiries: 732-280-7550

Firm site: www.independentwm.com

Education = Empowerment!

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, DE, FL, GA, IL, IN, LA, MA, MD, MN, NC, NJ, OH, PA, RI, SC, VA.

 

 

  • HomePage
  • About us
© Copyright Bring Your Finances to Life. All rights reserved.