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Bring your Finances to LIFE

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

Real Estate

  • 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
  • Raising financially conscious kids in the digital age

    Cash-flow & Budgeting, Credit & Debt, Education, Investing, Real Estate, Taxes
    September 27, 2015
    by Kurt J. Rossi
    Cash is no longer king – at least not like it was in the past.  According to the Federal Reserve Bank of Boston's most recent report of Consumer Payment Choice, ...
    Read More
  • Are mortgage rates climbing higher?

    Credit & Debt, Featured Articles, Mortgages, Real Estate
    June 6, 2015
    by Kurt J. Rossi
    The window may be closing to take advantage of exceptionally low interest rates.  After all, it is not reasonable to assume that rates will remain at these levels forever.  While ...
    Read More
  • 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
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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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