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  • Cash Reserves
  • Cash-flow & Budgeting
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Home›Category: "Real Estate" (Page 3)

Real Estate

  • Beware of audit red flags this tax season

    Money Mishaps, Real Estate, Taxes
    January 31, 2015
    by Kurt J. Rossi
    Most taxpayers would rather not receive correspondence from the Internal Revenue Service – especially if it's in the form of a dreaded audit letter. While it is believed that IRS ...
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  • New changes may jump-start mortgage approval process

    Credit & Debt, Mortgages, Real Estate
    December 20, 2014
    by Kurt J. Rossi
    Since the end of the financial crisis and subprime mortgage meltdown, obtaining a mortgage has been difficult – to say the least. From increased scrutiny during the underwriting process to ...
    Read More
  • Renting vs. buying a home

    Cash Reserves, Cash-flow & Budgeting, Money Mishaps, Mortgages, Real Estate
    July 20, 2014
    by Kurt J. Rossi
    Is it better to rent or buy a home? Home ownership has always been a cornerstone of the “American Dream.” While it is certainly an accomplishment worth striving to achieve, ...
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  • Retirement account penalties can be costly

    Cash-flow & Budgeting, Credit & Debt, Education, Insurance, Real Estate, Retirement, Taxes
    December 8, 2013
    by Kurt J. Rossi
    Accessing retirement accounts before age 59½ can prove costly, usually resulting in a penalty of 10 percent of the amount withdrawn. While many savers do not intend to tap into ...
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  • In search of tax-friendly states for retirees

    Real Estate, Retirement, Taxes
    September 29, 2013
    by Kurt J. Rossi
    For many retirees, retirement is a bit more challenging than they thought. Interest rates have been low, investment returns have been volatile and health-care costs are on the rise. There ...
    Read More
  • Will mortgage rate increases derail the housing recovery?

    Mortgages, Real Estate
    June 23, 2013
    by Kurt J. Rossi
    The housing market has been on a tear lately. In fact, according to last month’s S&P/Case-Shiller index, a closely watched gauge of national home prices, values increased by 10.9 percent ...
    Read More
  • Now may be a great time to consider rental property purchase

    Cash Reserves, Cash-flow & Budgeting, Insurance, Investing, Mortgages, Real Estate
    May 12, 2013
    by Kurt J. Rossi
    Now may be a great time to look at purchasing a rental property. With interest rates near all-time lows, improving supply and demand dynamics and low real estate prices, the ...
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  • New Year’s a good time to review financial game plan

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Mortgages, Real Estate
    January 6, 2013
    by Kurt J. Rossi
    The arrival of the new year brings both opportunities and financial concerns. Despite the uncertainties that exist, having a solid financial game plan may help you to reach your goals ...
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  • Explore property tax reassessment to counter Hurricane Sandy damage

    Real Estate, Taxes
    November 25, 2012
    by Kurt J. Rossi
    The damage associated with Hurricane Sandy has caused property values in many parts of the state to decline substantially. Despite lower values, many homeowners will still be left paying property ...
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  • Hurricane Sandy may qualify you for a tax deduction

    Insurance, Real Estate, Taxes
    November 11, 2012
    by Kurt J. Rossi
    Sandy may be the most expensive hurricane in United States history. According to economists at Moody’s Analytics, losses are estimated to be near $50 billion with $30 billion attributable to ...
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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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