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Home›Category: "Estate Planning" (Page 2)

Estate Planning

  • Important Strategies to Help Simplify Your Estate Planning

    Estate Planning, Insurance, Relationships & Money, Retirement
    July 24, 2020
    by Kurt J. Rossi
    The loss of a loved one can be one of the most emotionally challenging things for anyone to face.  Unfortunately, before many people have a chance to mourn this loss, ...
    Read More
  • 10 Money Habits To Integrate in Your Life

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Estate Planning, Investing, Money Mishaps
    November 7, 2019
    by Kurt J. Rossi
      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 benefiting your financial bottom-line, ...
    Read More
  • ABLE accounts – A Tax Advantaged Tool For Special Needs Planning

    Estate Planning, Investing, Relationships & Money, Uncategorized
    April 22, 2019
    by Kurt J. Rossi
    Each year, millions of Americans with disabilities and their families rely on public benefits to help provide for income, health care, food and housing assistance.  Since eligibility for assistance through ...
    Read More
  • How to Assist Aging Parents With Their Finances

    Estate Planning, Investing, Money Mishaps, Relationships & Money, Retirement, Uncategorized
    March 8, 2019
    by Kurt J. Rossi
    Next to politics, money is often the last topic that people want to discuss openly – especially when you are speaking to family.  The sensitivity of this topic is often ...
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  • Preparing Young Beneficiaries to Handle an Inheritance

    Cash-flow & Budgeting, Estate Planning, Investing, Money Mishaps
    June 28, 2018
    by Kurt J. Rossi
    Dealing with the loss of a loved one is never easy.  In addition to the emotional challenges of loss, many people are thrust into dealing with financial complexities.  This can ...
    Read More
  • Financial Considerations For Age Gap Marriages

    Estate Planning, Investing, Relationships & Money, Retirement
    March 12, 2018
    by Kurt J. Rossi
    Deciding who to share your life with is usually based upon factors other than retirement planning.  After all, most couples do not begin their relationship by considering strategies for claiming ...
    Read More
  • Simple strategies to simplify your estate

    Estate Planning, Taxes
    June 27, 2017
    by Kurt J. Rossi
    The loss of a loved one can be one of the most emotionally challenging things for anyone to face.  Unfortunately, before many people have a chance to mourn this loss, ...
    Read More
  • Best & Worst states for taxes

    Estate Planning, Real Estate, Retirement, Taxes
    April 28, 2017
    by Kurt J. Rossi
    When it comes to income, it’s not what you make, but what you keep that counts. While many taxpayers think of Federal taxes as the larger percentage of taxes paid, ...
    Read More
  • 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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  • Simplifying the gifting process

    Education, Estate Planning, Retirement, Taxes
    December 6, 2016
    by Kurt J. Rossi
    Despite its perceived simplicity, gifting remains one of the most misunderstood financial concepts. Confusion in this area has led to under-utilization and potentially higher taxes owed by taxpayers each year.  ...
    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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