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Bring your Finances to LIFE

  • Cash Reserves
  • Cash-flow & Budgeting
  • Credit & Debt
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  • Mortgages
  • Money Mishaps
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Home›Category: "Real Estate" (Page 2)

Real Estate

  • Are You Thinking About Selling Your Home? Now May Be a Good Time

    Mortgages, Real Estate, Relationships & Money
    April 8, 2019
    by Kurt J. Rossi
      It is not easy or advisable to “time the market” with any investment.  However, when it comes to housing, timing does matter and now may be an opportune time ...
    Read More
  • How to Avoid Running out of Money in Retirement

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Real Estate, Retirement
    October 18, 2018
    by Kurt J. Rossi
    Running out of money in retirement continues to be a major concern for many Americans.  In fact, a recent report from the Economic Policy Institute notes that 60 percent of ...
    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
  • 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 Strategies for first time home buyers

    Cash Reserves, Cash-flow & Budgeting, Mortgages, Real Estate, Taxes
    May 31, 2017
    by Kurt J. Rossi
    The real estate market continues to heat up.   Historically low unemployment and interest rates coupled with shrinking housing supplies has caused home values to increase in many markets.  In fact, ...
    Read More
  • Best & Worst states for taxes

    Estate Planning, Real Estate, Retirement, Taxes
    April 28, 2017
    by Kurt J. Rossi
    When it comes to income, it’s not what you make, but what you keep that counts. While many taxpayers think of Federal taxes as the larger percentage of taxes paid, ...
    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
  • How to Retire in a State on the "Worst States To Retire In" List

    Cash-flow & Budgeting, Credit & Debt, Real Estate, Retirement, Taxes
    July 18, 2016
    by Kurt J. Rossi
    We have all seen the lists of states to avoid when retiring. Elevated income tax and property rates, higher costs of living and excessive estate and inheritance tax rates are ...
    Read More
  • 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
  • Should you invest in a second home

    Cash-flow & Budgeting, Credit & Debt, Investing, Mortgages, Real Estate, Taxes
    November 8, 2015
    by Kurt J. Rossi
    Purchasing a second home is a common goal often heard from clients during the financial planning process.  From a winter retreat in retirement to a house renovation/flip, there are many ...
    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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