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  • Cash Reserves
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Home›Category: "Credit & Debt" (Page 4)

Credit & Debt

  • 5 Smart ways to invest your tax return

    Cash Reserves, Credit & Debt, Retirement, Taxes
    March 23, 2017
    by Kurt J. Rossi
    The Internal Revenue Service expects more than 153 million tax returns to be filled this year with nearly 111 million taxpayers receiving a refund. That’s right – over 70 percent ...
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  • Overlooked Tax Breaks You Can't Afford To Miss

    Credit & Debt, Education, Taxes
    February 24, 2017
    by Kurt J. Rossi
    Each year, Americans continue to overlook tax breaks that may have put money back in their pocket.  While many taxpayers would prefer to pay the IRS as little as possible, ...
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  • Smart money moves for 2017

    Credit & Debt, Estate Planning, Retirement, Taxes
    December 30, 2016
    by Kurt J. Rossi
    As 2016 comes to a close, it is a good time to reflect on the past while embracing the opportunity of the New Year ahead. For those making resolutions, finances ...
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  • Overcoming the 3 Biggest Financial Regrets

    Cash Reserves, Credit & Debt, Education, Money Mishaps, Retirement
    December 16, 2016
    by Kurt J. Rossi
    Life is filled with an overwhelming number of financial choices.  Like many decisions in life, there are certainly some financial matters we might have handled differently.  In fact, financial regret ...
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  • 10 Steps To Boost Your Credit Score

    Cash-flow & Budgeting, Credit & Debt
    July 29, 2016
    by Kurt J. Rossi
    Americans continue to rely on debt to finance many of their consumer purchases.  In fact, according to the Federal Reserve, total U.S. outstanding consumer debt is nearly $3.62 trillion.  Because ...
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  • How to Retire in a State on the "Worst States To Retire In" List

    Cash-flow & Budgeting, Credit & Debt, Real Estate, Retirement, Taxes
    July 18, 2016
    by Kurt J. Rossi
    We have all seen the lists of states to avoid when retiring. Elevated income tax and property rates, higher costs of living and excessive estate and inheritance tax rates are ...
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  • Money moves to make at every age – 50s & beyond

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Estate Planning, Insurance, Retirement
    June 30, 2016
    by Kurt J. Rossi
    Money moves to make at every age – 50s & beyond This is the second of a two-part series on the financial moves that should be considered at various pivotal ...
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  • Money moves to make at every age – part 1

    Cash-flow & Budgeting, Credit & Debt, Education, Insurance, Money Mishaps, Mortgages, Retirement
    June 17, 2016
    by Kurt J. Rossi
    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 to help people focus on ...
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  • Surprising Facts About The Financial Health Of Americans And What You Can Learn From It

    Credit & Debt, Education, Retirement
    June 3, 2016
    by Kurt J. Rossi
    The financial health of many Americans is more surprising than you may think.  While personal finances in this country have improved in the last few years, the recently released Federal ...
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  • 5 Signs you are ready to retire early

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Retirement
    May 20, 2016
    by Kurt J. Rossi
    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 of working sooner rather than ...
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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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Email: kurt.rossi@independentwm.com or 732-280-7550.

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