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  • Cash Reserves
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Home›Category: "Money Mishaps" (Page 6)

Money Mishaps

  • 401(K) LOANS: THE DANGERS OF BORROWING FROM YOURSELF

    Credit & Debt, Money Mishaps, Retirement, Taxes
    August 21, 2017
    by Kurt J. Rossi
    Loaning money to yourself from a 401(k) may seem like a great idea.  After all, these loans result in paying interest to yourself rather than to a lender which may ...
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  • Strategies to sidestep capital gains taxes

    Money Mishaps, Real Estate, Taxes
    July 12, 2017
    by Kurt J. Rossi
    Nothing takes a bite out of investment gains like a capital gains tax.  Unfortunately, investors consistently under-estimate the amount of capital gains taxes that can be owed when they choose ...
    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 ...
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  • 5 Steps to prevent you from outliving your retirement nest egg

    Money Mishaps, Retirement, Taxes
    January 13, 2017
    by Kurt J. Rossi
    One of the greatest financial fears experienced by retirees is outliving their assets.   The weight of this concern can be so great that it often impairs the ability of retirees ...
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  • Overcoming the 3 Biggest Financial Regrets

    Cash Reserves, Credit & Debt, Education, Money Mishaps, Retirement
    December 16, 2016
    by Kurt J. Rossi
    Life is filled with an overwhelming number of financial choices.  Like many decisions in life, there are certainly some financial matters we might have handled differently.  In fact, financial regret ...
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  • Money moves to make at every age – part 1

    Cash-flow & Budgeting, Credit & Debt, Education, Insurance, Money Mishaps, Mortgages, Retirement
    June 17, 2016
    by Kurt J. Rossi
    Life is a journey filled with financial choices that ultimately shape your future.  While money may be important to many, it is simply a tool to help people focus on ...
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  • When to consider downsizing your home?

    Money Mishaps, Mortgages, Real Estate, Retirement
    May 6, 2016
    by Kurt J. Rossi
    If you are thinking about downsizing your home at some point during retirement, chances are you are not alone.  Today, more and more Americans are considering this move.  As children ...
    Read More
  • Financial mistakes to avoid in divorce

    Money Mishaps, Relationships & Money
    March 14, 2016
    by Kurt J. Rossi
    Divorce can be draining both emotionally and financially for all parties involved.  While no one should stay in a relationship simply because of financial matters, there are many misconceptions and misinformation regarding ...
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  • 7 reasons you could be targeted by an IRS audit

    Money Mishaps, Taxes
    February 26, 2016
    by Kurt J. Rossi
    Nothing strikes fear in the hearts of taxpayers more than a tax audit from the IRS.  While both the number of IRS agents and audits have declined by nearly 22 ...
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  • Restricted Stock Unit Misconceptions Can Prove Costly

    Investing, Money Mishaps, Taxes
    January 29, 2016
    by Kurt J. Rossi
    Today, fewer companies are offering traditional stock option plans to their employees than ever before.  Instead, companies continue to migrate toward restricted stock units or RSUs as the preferred method ...
    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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