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Bring your Finances to LIFE

  • Cash Reserves
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Home›Category: "Investing" (Page 5)

Investing

  • 4 Smart Ways to Invest Your Tax Refund

    Investing, Money Mishaps, Retirement, Taxes
    March 27, 2018
    by Kurt J. Rossi
    If you are expecting a tax refund this year, you are not alone.  According to the IRS, 155 million tax returns are expected to be filed in 2018 with 70 ...
    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
  • What to do if you are missing cost basis information

    Investing, Taxes
    January 11, 2018
    by Kurt J. Rossi
    As 2017 came to a close, many investors made last minute choices regarding the sale and purchase of various securities.  From tax loss harvesting to rebalancing and profit taking after ...
    Read More
  • Smart Money Moves to consider for 2018

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Investing, Taxes
    January 3, 2018
    by Kurt J. Rossi
      If you find yourself considering resolutions for the New Year, you are not alone.  From health and wellness to a full financial make-over, New Year’s resolutions are quite common.  ...
    Read More
  • AVOID COMPLACENCY IN TODAY'S MARKET

    Investing, Money Mishaps
    October 16, 2017
    by Kurt J. Rossi
    We are in midst of the third longest economic expansion in history.  (If this expansion continues for another year and a half it will be the longest on record). While ...
    Read More
  • Does house flipping really work in today's market?

    Cash-flow & Budgeting, Investing, Real Estate, Taxes
    September 29, 2017
    by Kurt J. Rossi
    If you have watched home design networks such as HGTV or DIY recently, you may have noticed the outrageously large number of house flipping shows. Flip or Flop, Flip this ...
    Read More
  • 7 misconceptions about owning a vacation home

    Cash-flow & Budgeting, Insurance, Investing, Money Mishaps, Mortgages, Real Estate
    April 21, 2017
    by Kurt J. Rossi
    If you have recently watched HGTV’s “Beachfront Bargain Hunt”, you’ll see that purchasing a vacation home may be more financially feasible than you originally thought.  However, recent price appreciation and ...
    Read More
  • Why your portfolio may be overdue for a rebalance

    Investing, Taxes
    March 10, 2017
    by Kurt J. Rossi
      The market has been on a tear since the election.  According to Bloomberg, the rally has added over $2.8 trillion in value to the U.S market and we witnessed ...
    Read More
  • How To Protect Yourself From The Financial Storms That May Come Your Way

    Cash Reserves, Insurance, Investing
    September 12, 2016
    by Kurt J. Rossi
    While Hurricane Hermine may not have lived up to all the hype, parts of the east coast and Florida are still cleaning up.  As we have learned over the years, ...
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  • Retaining key employees with Phantom stock

    Investing, Taxes
    August 12, 2016
    by Kurt J. Rossi
    An improving labor market often forces employers, especially smaller, privately held companies to look for creative ways to reward and retain key talent – especially if your candidates are considering ...
    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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