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Bring your Finances to LIFE

  • Cash Reserves
  • Cash-flow & Budgeting
  • Credit & Debt
  • Education
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  • Investing
  • Real Estate
  • Mortgages
  • Money Mishaps
  • Relationships & Money
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Home›Posts Tagged "Saving"

Tag: Saving

  • Cash Reserves, Featured Articles, Insurance
    April 22, 2022
    by Kurt J. Rossi

    10 Transformational Money Habits You Should Consider

    Developing good habits and discipline is important when pursuing any goals, especially when it comes to those that impact your financial life.  In addition to ...
    Read More
  • 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
  • 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, Insurance, Investing, Money Mishaps
    July 26, 2019
    by Kurt J. Rossi

    9 Common Financial Mistakes to Avoid

    Americans continue to worry about their finances. An increasingly complex financial world coupled with a decrease in financial literacy has caused many people to feel ...
    Read More
  • Cash-flow & Budgeting, Credit & Debt, Money Mishaps, Relationships & Money, Uncategorized
    June 28, 2019
    by Kurt J. Rossi

    Teaching Good Money Habits to Children

    The way we interact with money continues to evolve each year.  According to the Federal Reserve Bank of Boston's most recent report of Consumer Payment ...
    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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