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Bring your Finances to LIFE

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Home›Posts Tagged "Mid-year review"

Tag: Mid-year review

  • 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 ...
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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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