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Bring your Finances to LIFE

  • Cash Reserves
  • Cash-flow & Budgeting
  • Credit & Debt
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  • Money Mishaps
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Home›Posts Tagged "Savings"

Tag: Savings

  • Cash-flow & Budgeting, Credit & Debt, Taxes
    February 11, 2022
    by Kurt J. Rossi

    5 Wise Ways to Use Your Tax Refund

    The Internal Revenue Service kicked off their tax season back on January 24th and expect more than 160 million tax returns to be filled this ...
    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
  • 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
  • Cash-flow & Budgeting, Investing
    March 24, 2020
    by Kurt J. Rossi

    Lessons from Previous Market Declines

    The COVID-19 virus has had far reaching health and economic effects on every citizen of the United States and many countries abroad.  From unprecedented strains ...
    Read More
  • Education, Money Mishaps, Relationships & Money, Uncategorized
    September 6, 2019
    by Kurt J. Rossi

    College Planning Strategies for Parents and Students

      Developing a plan to pay for college is not getting any easier and with the total costs of some colleges expected to exceed $70,000 ...
    Read More
  • Cash Reserves, Cash-flow & Budgeting, Money Mishaps, Uncategorized
    January 24, 2019
    by Kurt J. Rossi

    Protect your financial life with a Defensive Budget

      As the Government shutdown continues, nearly 800,000 federal workers will be going without paychecks this week.  According to real estate firm www.Zillow.com, these workers owe ...
    Read More
  • Credit & Debt, Education, Taxes
    January 29, 2018
    by Kurt J. Rossi

    Tax Reform 529 Plans

    New Tax-reform enhances the versatility of 529 education plans Addressing college tuition expenses and ballooning education debt continues to be a challenge for both students ...
    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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