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Bring your Finances to LIFE

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Home›Posts Tagged "cash reserves"

Tag: cash reserves

  • Cash Reserves, Cash-flow & Budgeting, Featured Articles, Money Mishaps
    May 23, 2022
    by Kurt J. Rossi

    How to Prepare for The Next Economic Slowdown

    They say what goes up must come down and unfortunately, the economy is often no different.  While first quarter GDP has already contracted, recessions can ...
    Read More
  • Investing, Money Mishaps, Relationships & Money, Retirement, Uncategorized
    June 14, 2019
    by Kurt J. Rossi

    Retirement plans that might not pan-out

    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 ...
    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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