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Bring your Finances to LIFE

  • Cash Reserves
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Home›Posts Tagged "retirement"

Tag: retirement

  • Cash Reserves, Featured Articles, Investing, Relationships & Money
    December 6, 2021
    by Kurt J. Rossi

    Money Moves to Make At Every Age (Part 1)

    Life is a journey filled with financial choices that ultimately shape your future.  While money may be important to many, it is simply a tool ...
    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
  • Retirement, Taxes
    August 20, 2021
    by Kurt J. Rossi

    Is a Roth 401(k) Better than a Traditional 401(k)?

      The number of employers offering a Roth 401(k) option is on the rise.  In fact, a report from The Plan Sponsor Council of America suggests ...
    Read More
  • Cash-flow & Budgeting, Money Mishaps, Retirement
    December 14, 2020
    by Kurt J. Rossi

    The 3 Most Common Financial Regrets

    Our lives are filled with an overwhelming number of financial choices and there are certainly some financial matters most of us might have handled differently ...
    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
  • Mortgages, Real Estate, Retirement
    August 21, 2020
    by Kurt J. Rossi

    Is It Time to Consider “Right-sizing” Your Home?

    If you are thinking about downsizing your home at some point during your life, chances are you are not alone.  Today, more and more Americans ...
    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
  • Investing
    March 10, 2020
    by Kurt J. Rossi

    How to Avoid Portfolio Panic During Difficult Markets

    Until recent Coronavirus fears took hold, the financial markets had continued to march higher in the face of higher valuations and heightened policy and trade ...
    Read More
  • Education, Investing, Relationships & Money, Retirement, Uncategorized
    December 31, 2019
    by Kurt J. Rossi

    Sweeping Changes to Retirement Savings Rules on Tap for 2020

    Congress recently passed one of the most significant changes to retirement savings regulation that has occurred in years.  The “Setting Every Community Up for Retirement ...
    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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