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Bring your Finances to LIFE

  • Cash Reserves
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Home›Category: "Retirement" (Page 11)

Retirement

  • Roth 401(k) plans give investors more options, potential

    Investing, Retirement, Taxes
    July 22, 2012
    by Kurt J. Rossi
    Employers have begun to broaden their retirement plan offerings by adding the option of a Roth 401(k) to their traditional plans. The Roth 401(k), first introduced in 2006, is finally ...
    Read More
  • How to stretch a dollar

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Retirement
    June 24, 2012
    by Kurt J. Rossi
    Who wouldn’t like their funds to go further? From increasing savings to paying down debt, additional cash flow can be a real game-changer. Unfortunately, the recent elevated levels of unemployment, ...
    Read More
  • Getting ready for retirement

    Cash Reserves, Cash-flow & Budgeting, Insurance, Retirement, Taxes
    June 10, 2012
    by Kurt J. Rossi
    Are you “retirement-ready”? Many people dream of a retirement filled with time spent traveling, enjoying hobbies and making lasting memories with family. However, the realities of retirement can be far ...
    Read More
  • How to invest if tax rates increase

    Estate Planning, Investing, Retirement, Taxes
    May 27, 2012
    by Kurt J. Rossi
    The fiscal cliff is right around the corner. The combination of tax increases and spending cuts which are currently scheduled to occur at the beginning of 2013 could have a ...
    Read More
  • Rebalancing after the stock rally

    Investing, Retirement, Taxes
    April 1, 2012
    by Kurt J. Rossi
    Despite the uncertainties in Europe and the sluggish U.S. economy, the U.S. stock market has seen a dramatic move upward since October of last year. In fact, the market is ...
    Read More
  • Financial Focus: Shedding light on 401(k) fees

    Investing, Retirement
    March 18, 2012
    by Kurt J. Rossi
    A new era in fee disclosure is about to begin in the 401(k) industry. New regulations implemented this year by the U.S. Department of Labor will improve transparency and expose ...
    Read More
  • Money moves for 2012

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Mortgages, Retirement
    January 8, 2012
    by Kurt J. Rossi
    The New Year is a time to take a step back, reflect on the past year and consider what can be done to improve the future. In addition to typical ...
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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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