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Home›Category: "Estate Planning" (Page 4)

Estate Planning

  • Prepare financially for a new child

    Cash Reserves, Cash-flow & Budgeting, Education, Estate Planning, Insurance
    January 19, 2014
    by Kurt J. Rossi
    Welcoming a new child to your family is an exciting and joyous event. After deciding on nursery colors, newborn clothes and a crib, it is time to give some serious ...
    Read More
  • Money moves for 2014

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Estate Planning, Investing, Taxes
    January 5, 2014
    by Kurt J. Rossi
    From your health to your wealth, New Year’s resolutions can help jump-start your game plan for 2014. While a recent CBS News poll suggests only half of those Americans who ...
    Read More
  • Debt deal sets up next fiscal fight

    Credit & Debt, Estate Planning, Investing, Money Mishaps, Retirement, Taxes
    October 27, 2013
    by Kurt J. Rossi
    The last-minute debt deal reached by Congress on Oct. 17 reopened the government, extended the debt ceiling and averted a default. While many analysts and investors applauded the resolution, others ...
    Read More
  • Annual gifting can aid estate planning

    Education, Estate Planning, Taxes
    March 31, 2013
    by Kurt J. Rossi
    The annual gift tax exclusion is a simple yet effective tool for reducing estate taxes. In fact, according to IRS statistics for last year, more than $9 billion dollars was ...
    Read More
  • How to invest if tax rates increase

    Estate Planning, Investing, Retirement, Taxes
    May 27, 2012
    by Kurt J. Rossi
    The fiscal cliff is right around the corner. The combination of tax increases and spending cuts which are currently scheduled to occur at the beginning of 2013 could have a ...
    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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Email: kurt.rossi@independentwm.com or 732-280-7550.

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