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Bring your Finances to LIFE

  • Cash Reserves
  • Cash-flow & Budgeting
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Home›Posts Tagged "Financial planning 2023"

Tag: Financial planning 2023

  • Insurance
    July 28, 2023
    by Kurt J. Rossi

    Protecting your Loved Ones with Life Insurance

    From funeral costs and paying down debt to replacing income and educating children, the bills can add up quickly for a family dealing with the ...
    Read More
  • Cash Reserves, Cash-flow & Budgeting, Investing
    July 17, 2023
    by Kurt J. Rossi

    Consider These Mid-year Money Moves

    A mid-year financial review can be a great time to stop and assess your financial progress.  Are you on track for your savings and investing ...
    Read More
  • Cash Reserves, Cash-flow & Budgeting, Investing, Mortgages, Retirement
    June 16, 2023
    by Kurt J. Rossi

    Financial Rules of Thumb to Consider Breaking

    Wouldn't it be nice if financial planning was simple and the same financial strategies were applicable to most everyone? Unfortunately, there are no cookie-cutter approaches ...
    Read More
  • Cash-flow & Budgeting, Education, Estate Planning, Featured Articles, Insurance, Money Mishaps, Retirement
    May 19, 2023
    by Kurt J. Rossi

    9 Of the Biggest 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 less ...
    Read More
  • Cash-flow & Budgeting, Relationships & Money, Retirement
    May 6, 2023
    by Kurt J. Rossi

    The Impact of Age Differences on Your Financial Planning

    Deciding who to share your life with is usually based upon factors other than retirement planning.  After all, most couples do not begin their relationship ...
    Read More
  • Retirement
    February 24, 2023
    by Kurt J. Rossi

    Don’t Wait for Retirement to Begin Living Your Best Life

      For many Americans, retirement is the time when you are supposed to kick back and start enjoying life.  Children are often financially independent and ...
    Read More
  • Cash Reserves, Cash-flow & Budgeting, Featured Articles, Investing, Money Mishaps
    December 30, 2022
    by Kurt J. Rossi

    Smart Money Moves for 2023

    2022 has been a financially challenging year for many Americans.  From peaking inflation and the challenges of higher living expenses to increasing interest rates and ...
    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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