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Bring your Finances to LIFE

  • Cash Reserves
  • Cash-flow & Budgeting
  • Credit & Debt
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Home›Posts Tagged "Financial Planning"

Tag: Financial Planning

  • Cash-flow & Budgeting, Money Mishaps, Retirement
    October 7, 2022
    by Kurt J. Rossi

    Key Personal Finance Statistics You Should Know (But Probably Don’t)

    Do you know your numbers?  When it comes to finances, people often spend more time researching what they will purchase with their money than they ...
    Read More
  • Cash-flow & Budgeting, Education
    July 22, 2022
    by Kurt J. Rossi

    4 College Planning Mistakes to Avoid

    College costs continue to rise each and every year.  In fact, according to statistics from the College Board, college costs have grown exponentially over the ...
    Read More
  • Cash Reserves, Cash-flow & Budgeting, Money Mishaps, Retirement
    June 3, 2022
    by Kurt J. Rossi

    How To Avoid Running Out of Money in Retirement

    Running out of money in retirement continues to be a major concern for many Americans.  In fact, a recent report from AIG Life & Retirement ...
    Read More
  • Cash-flow & Budgeting, Money Mishaps, Relationships & Money
    March 25, 2022
    by Kurt J. Rossi

    How to Prioritize Your Financial Life

    In financial planning, we are taught to “plan” our finances around an uncertain future.  While planning for the future and being a good steward of ...
    Read More
  • Cash-flow & Budgeting, Featured Articles, Investing, Money Mishaps
    February 25, 2022
    by Kurt J. Rossi

    How To Avoid Emotional Investment Mistakes During Difficult Markets

    Until the tragic developments in Ukraine, the financial markets had continued to march higher in the face of higher valuations, heightened policy uncertainty and inflationary ...
    Read More
  • Retirement
    November 5, 2021
    by Kurt J. Rossi

    5 Surprising Retirement Statistics and How to Address Them

    Many hard-working Americans dream of one day reaching financial independence – the time when they are no longer forced to work out of necessity. Unfortunately ...
    Read More
  • Cash-flow & Budgeting, Featured Articles, Retirement, Uncategorized
    October 25, 2021
    by Kurt J. Rossi

    5 Strategies to Feel More Secure About Your Retirement

    Financial success isn’t just about money. Sure, we all wouldn't mind a little more of it but there is much more to living a secure ...
    Read More
  • Cash Reserves, Insurance, Money Mishaps
    September 20, 2021
    by Kurt J. Rossi

    Protect Yourself from Financial Uncertainty That May Impact Your Life

    As we have seen, hurricanes and tropical storms can be unpredictable, with the potential to cause a tremendous amount of physical and financial damage.  Financial ...
    Read More
  • Cash-flow & Budgeting, Relationships & Money
    March 11, 2021
    by Kurt J. Rossi

    How to Prepare your Finances and Your Portfolio for the Unexpected

    Each year the Federal Reserve releases the results of financial stress tests on 31 of the largest banks. Popularized in the U.S. during the financial ...
    Read More
  • Cash-flow & Budgeting, Mortgages, Relationships & Money
    December 28, 2020
    by Kurt J. Rossi

    Smart Money Moves for 2021

    2020 has been an incredibly difficult year for people across the world.  From health concerns related to COVID to impact of the pandemic on the ...
    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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