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Bring your Finances to LIFE

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Home›Posts Tagged "Protecting finances"

Tag: Protecting finances

  • Cash-flow & Budgeting, Relationships & Money
    March 11, 2021
    by Kurt J. Rossi

    How to Prepare your Finances and Your Portfolio for the Unexpected

    Each year the Federal Reserve releases the results of financial stress tests on 31 of the largest banks. Popularized in the U.S. during the financial ...
    Read More
  • Cash-flow & Budgeting, Relationships & Money
    November 7, 2020
    by Kurt J. Rossi

    Protecting your Finances from the Unexpected

    The Federal Reserve board recently released the results of financial stress tests on the largest banks in our country. Popularized during the financial crisis, the ...
    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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