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  • Cash Reserves
  • Cash-flow & Budgeting
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Home›Category: "Money Mishaps" (Page 2)

Money Mishaps

  • Tax Scams are on the Rise This Tax Season

    Featured Articles, Money Mishaps, Taxes, Uncategorized
    March 11, 2022
    by Kurt J. Rossi
    The Internal Revenue Service has continued to warn taxpayers about the importance of avoiding the myriad of tax scams and schemes this tax season.  According to the IRS, thousands of ...
    Read More
  • How To Avoid Emotional Investment Mistakes During Difficult Markets

    Cash-flow & Budgeting, Featured Articles, Investing, Money Mishaps
    February 25, 2022
    by Kurt J. Rossi
    Until the tragic developments in Ukraine, the financial markets had continued to march higher in the face of higher valuations, heightened policy uncertainty and inflationary pressures. Increases in the value ...
    Read More
  • Don’t Let Holiday Spending Derail Your Financial Goals

    Cash-flow & Budgeting, Credit & Debt, Money Mishaps
    December 31, 2021
    by Kurt J. Rossi
    We have reached that time of year when retailers finally go into the black and become profitable while many Americans go into the red, having spent more than their income ...
    Read More
  • Does House Flipping Work in Today’s Market?

    Investing, Money Mishaps, Real Estate
    November 19, 2021
    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
  • Protect Yourself from Financial Uncertainty That May Impact Your Life

    Cash Reserves, Insurance, Money Mishaps
    September 20, 2021
    by Kurt J. Rossi
    As we have seen, hurricanes and tropical storms can be unpredictable, with the potential to cause a tremendous amount of physical and financial damage.  Financial storms and financial uncertainty can ...
    Read More
  • How To Avoid The Most Common Mistakes Made by Small Business Owners

    Money Mishaps, Retirement, Taxes
    September 3, 2021
    by Kurt J. Rossi
    The number of small businesses in the United States continues to rise.  In fact, according to the U.S. Small Business Administration, there are 30.2 million small businesses employing an additional ...
    Read More
  • The 3 Most Common Financial Regrets

    Cash-flow & Budgeting, Money Mishaps, Retirement
    December 14, 2020
    by Kurt J. Rossi
    Our lives are filled with an overwhelming number of financial choices and there are certainly some financial matters most of us might have handled differently along the way.  In fact, ...
    Read More
  • Reducing Your Chances of an IRS Audit in 2020

    Money Mishaps, Taxes
    February 24, 2020
    by Kurt J. Rossi
    Tax season is upon us and both taxpayers and preparers have begun compiling income tax statements in order to meet the upcoming April 15th deadline. More than 196 million tax ...
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  • Smart money moves for 2020

    Cash-flow & Budgeting, Credit & Debt, Investing, Money Mishaps, Relationships & Money, Retirement
    January 14, 2020
    by Kurt J. Rossi
    As the New Year begins, many Americans are inspired and motivated to make positive changes in their lives.  Interestingly, a recent poll by research firm IPSOS notes the top two ...
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  • Protecting your credit score during the holidays

    Cash-flow & Budgeting, Credit & Debt, Money Mishaps, Uncategorized
    December 23, 2019
    by Kurt J. Rossi
      For many retailers, the holiday season is the first time during the year that they become profitable. For consumers on the other hand, the holidays often lead to excessive ...
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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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