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Bring your Finances to LIFE

  • Cash Reserves
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Home›Posts Tagged "Estate Planning"

Tag: Estate Planning

  • Cash-flow & Budgeting, Estate Planning, Insurance, Relationships & Money, Retirement
    December 17, 2021
    by Kurt J. Rossi

    Money Moves to Make at Every Age (Part 2: 50s & Beyond)

    This is the second of a two-part series on the financial moves that should be considered at various pivotal points in your life. After reviewing ...
    Read More
  • Estate Planning, Relationships & Money
    August 10, 2021
    by Kurt J. Rossi

    Choosing the Right Executor for Your Estate Plan

    Taking the time to address how your financial affairs will be handled when you are gone can be overwhelming. After all, you are making decisions ...
    Read More
  • Estate Planning, Investing, Real Estate
    July 23, 2021
    by Kurt J. Rossi

    Unclaimed Property Reaches a Record $58 Billion – How to Know If You or Your ...

    Do you or members of your family have unclaimed property that is sitting in the hands of the state?  With statistics from the National Association ...
    Read More
  • Estate Planning, Investing, Relationships & Money
    July 9, 2021
    by Kurt J. Rossi

    Helping Beneficiaries to Avoid Mistakes with an Inheritance

    Dealing with the loss of a loved one is never easy.  In addition to the emotional challenges of loss, many people are thrust into dealing ...
    Read More
  • Cash-flow & Budgeting, Education, Estate Planning, Relationships & Money
    May 28, 2021
    by Kurt J. Rossi

    Preparing Your Finances for a New Child

    Welcoming a new child to your family is an exciting and joyous event. After deciding on nursery colors, newborn clothes and a crib, it is ...
    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
  • Estate Planning, Relationships & Money, Uncategorized
    January 11, 2021
    by Kurt J. Rossi

    Financial Planning Considerations After the Loss of a Spouse

    Mourning the loss of a spouse can be one of the most difficult things for a person to experience.  In fact, Psychologists Holmes & Rahe ...
    Read More
  • Estate Planning, Insurance, Relationships & Money, Retirement
    July 24, 2020
    by Kurt J. Rossi

    Important Strategies to Help Simplify Your Estate Planning

    The loss of a loved one can be one of the most emotionally challenging things for anyone to face.  Unfortunately, before many people have a ...
    Read More
  • Estate Planning, Investing, Money Mishaps, Relationships & Money, Retirement, Uncategorized
    March 8, 2019
    by Kurt J. Rossi

    How to Assist Aging Parents With Their Finances

    Next to politics, money is often the last topic that people want to discuss openly – especially when you are speaking to family.  The sensitivity ...
    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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