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Home›Category: "Investing" (Page 7)

Investing

  • 5 financial rules of thumb to consider breaking

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Estate Planning, Insurance, Investing, Mortgages, Retirement, Taxes
    June 22, 2015
    by Kurt J. Rossi
    Wouldn't it be nice if financial planning was simple and the same financial strategies were applicable to most everyone? Unfortunately, there are no cookie-cutter approaches to financial management.  From investment ...
    Read More
  • Despite improving job market, challenges still lie ahead for Class of 2015

    Credit & Debt, Education, Investing, Retirement
    May 19, 2015
    by Kurt J. Rossi
    A new batch of graduates will soon begin the difficult transition from college student to becoming self-sufficient. From securing employment that pays well enough to address student loan debt to ...
    Read More
  • Strategies to minimize investment tax liability

    Investing, Taxes
    April 12, 2015
    by Kurt J. Rossi
    As taxpayers wrap up their returns for 2014, many have been faced with paying higher taxes on their investments. The run-up in the markets over the last few years has ...
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  • Home buying mistakes to avoid

    Cash-flow & Budgeting, Credit & Debt, Investing, Money Mishaps, Mortgages, Real Estate
    February 28, 2015
    by Kurt J. Rossi
    Low interest rates and a stronger job market continue to fuel growth in housing. While the number of national home sales declined slightly in 2014 (3 percent) to 4.93 million, ...
    Read More
  • Now is the time for year-end tax planning

    Investing, Retirement, Taxes
    October 25, 2014
    by Kurt J. Rossi
    The ideal time to address 2014 tax planning is in – you guessed it – 2014. Unfortunately, many taxpayers wait until the tax preparation months of March and April of ...
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  • Millennials invest more conservatively than retirees

    Cash Reserves, Credit & Debt, Investing, Retirement
    September 13, 2014
    by Kurt J. Rossi
    Despite the technological gap and years between them, young people today have something in common with their grandparents that may surprise you: They invest like them. In fact, numerous surveys ...
    Read More
  • 529 plan powerful tool in college savings

    Credit & Debt, Education, Investing, Taxes
    April 13, 2014
    by Kurt J. Rossi
    Too many options make selecting the right 529 plan a challenge for parents. Sky-high college tuition costs continue to be a significant roadblock for parents hoping to provide a college ...
    Read More
  • Small business retirement plans attractive for employees and employer

    Investing, Retirement, Taxes
    February 22, 2014
    by Kurt J. Rossi
    As our economy slowly improves, many small businesses have begun to see light at the end of the economic tunnel and are more optimistic about 2014. In fact, a recent ...
    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 ...
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  • 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
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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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