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Home›Posts Tagged "Budgeting"

Tag: Budgeting

  • Cash-flow & Budgeting, Featured Articles, Investing
    May 3, 2024
    by Kurt J. Rossi

    How to Prepare Your Financial Plan and Portfolio for the Unexpected

    In the first quarter of this year, the Federal Reserve board released the results of its annual financial stress tests on the largest banks in ...
    Read More
  • Cash-flow & Budgeting, Money Mishaps, Retirement
    October 7, 2022
    by Kurt J. Rossi

    Key Personal Finance Statistics You Should Know (But Probably Don’t)

    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 ...
    Read More
  • Cash-flow & Budgeting, Featured Articles, Investing
    January 14, 2022
    by Kurt J. Rossi

    Smart Money Moves for 2022

    Next to health and wellness, financial resolutions are usually the next most common goal for the New Year. According to the Fidelity Investments 2022 New ...
    Read More
  • Cash-flow & Budgeting, Relationships & Money
    March 11, 2021
    by Kurt J. Rossi

    How to Prepare your Finances and Your Portfolio for the Unexpected

    Each year the Federal Reserve releases the results of financial stress tests on 31 of the largest banks. Popularized in the U.S. during the financial ...
    Read More
  • Cash-flow & Budgeting, Estate Planning, Real Estate, Retirement, Taxes
    January 25, 2021
    by Kurt J. Rossi

    Retirement Strategies to Address Higher Costs of Living

    Retiring in a state with a higher cost of living isn’t easy. Elevated income tax and property rates, higher costs of living and excessive estate ...
    Read More
  • Cash-flow & Budgeting, Relationships & Money
    November 7, 2020
    by Kurt J. Rossi

    Protecting your Finances from the Unexpected

    The Federal Reserve board recently released the results of financial stress tests on the largest banks in our country. Popularized during the financial crisis, the ...
    Read More
  • Mortgages, Real Estate, Retirement
    August 21, 2020
    by Kurt J. Rossi

    Is It Time to Consider “Right-sizing” Your Home?

    If you are thinking about downsizing your home at some point during your life, chances are you are not alone.  Today, more and more Americans ...
    Read More
  • Cash-flow & Budgeting, Credit & Debt, Investing, Money Mishaps, Relationships & Money, Retirement
    January 14, 2020
    by Kurt J. Rossi

    Smart money moves for 2020

    As the New Year begins, many Americans are inspired and motivated to make positive changes in their lives.  Interestingly, a recent poll by research firm ...
    Read More
  • Cash-flow & Budgeting, Insurance, Investing, Money Mishaps
    July 26, 2019
    by Kurt J. Rossi

    9 Common Financial Mistakes to Avoid

    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 ...
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  • Cash-flow & Budgeting, Credit & Debt, Money Mishaps, Relationships & Money, Uncategorized
    June 28, 2019
    by Kurt J. Rossi

    Teaching Good Money Habits to Children

    The way we interact with money continues to evolve each year.  According to the Federal Reserve Bank of Boston's most recent report of Consumer Payment ...
    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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