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  • Cash Reserves
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Home›Category: "Money Mishaps" (Page 8)

Money Mishaps

  • Reduce your chances of an audit

    Cash-flow & Budgeting, Money Mishaps, Taxes
    February 16, 2014
    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 15 deadline. More than 243 million tax ...
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  • Managing your own personal debt ceiling

    Cash-flow & Budgeting, Credit & Debt, Money Mishaps
    February 3, 2014
    by Kurt J. Rossi
    With the United States officially reaching its debt ceiling limit of $16.4 trillion, Congress has been working to allow the Treasury Department to borrow new money until mid-May. This essentially ...
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  • Don't let the holidays ruin your credit

    Cash-flow & Budgeting, Credit & Debt, Money Mishaps
    December 22, 2013
    by Kurt J. Rossi
    For many retailers, the holiday season is the first time during the year when they become profitable. For consumers on the other hand, the holidays often lead to excessive spending ...
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  • Flexible spending accounts can help tax burden

    Cash-flow & Budgeting, Credit & Debt, Insurance, Money Mishaps, Taxes
    November 24, 2013
    by Kurt J. Rossi
    Year-end is an ideal time to assess your benefit options for 2014 including life, health, and other cafeteria plans that may help reduce your tax liability. One effective, yet often ...
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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 ...
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  • Red flags may prompt IRS audit

    Cash-flow & Budgeting, Money Mishaps, Taxes
    March 3, 2013
    by Kurt J. Rossi
    In an effort to increase revenue and combat tax fraud, the federal government actively audits returns. While the overall audit rate for individual returns is approximately 1 percent, ignoring the ...
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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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