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Bring your Finances to LIFE

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Home›Posts Tagged "Buying a new home"

Tag: Buying a new home

  • Cash Reserves, Cash-flow & Budgeting, Real Estate
    August 25, 2023
    by Kurt J. Rossi

    With Property Values Up, Is Now the Time To Consider Downsizing 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 ...
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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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