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Bring your Finances to LIFE

  • Cash Reserves
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Home›Posts Tagged "Financial planning 2024"

Tag: Financial planning 2024

  • Cash Reserves, Cash-flow & Budgeting
    September 6, 2024
    by Kurt J. Rossi

    How to Prepare Your Finances for an Economic Slowdown

    With the latest economic expansion just over four years old, some economists have suggested that our growth trajectory may run out of steam.  In fact, ...
    Read More
  • Cash Reserves, Cash-flow & Budgeting, Insurance
    July 26, 2024
    by Kurt J. Rossi

    The Importance of Protecting Yourself Against Financial Storms

    As we saw with Hurricane Beryl a few weeks ago, tropical storms and hurricanes can be unpredictable, with the potential to cause both physical and ...
    Read More
  • 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, Estate Planning, Featured Articles, Retirement, Taxes
    December 29, 2023
    by Kurt J. Rossi

    Smart Money Moves for 2024

    From your health to your wealth, New Year’s resolutions can help jump-start your game plan for 2024. While polls often suggest only half of those ...
    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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