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Bring your Finances to LIFE

  • Cash Reserves
  • Cash-flow & Budgeting
  • Credit & Debt
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Home›Posts Tagged "Retirement planning"

Tag: Retirement planning

  • 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, 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
  • Retirement, Taxes
    April 5, 2021
    by Kurt J. Rossi

    Cash Balance Plans – How Business Owners Can Supercharge Savings

    According to the U.S Small Business Administration, there are nearly 30.2 million small businesses in the U.S. Unfortunately, only 56 percent offer 401(k) plans and ...
    Read More
  • Cash-flow & Budgeting, Retirement
    November 13, 2020
    by Kurt J. Rossi

    5 Signs You are Ready to Retire Early

    For many Americans, early retirement may seem more like a dream than a reality.  Sure, it would nice to be able to eliminate the stress ...
    Read More
  • Cash-flow & Budgeting, Retirement
    August 10, 2020
    by Kurt J. Rossi

    5 Strategies to Prevent Outliving Your Money

    One of the greatest financial fears experienced by retirees is outliving their assets.   The weight of this concern can be so great that it often ...
    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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