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Bring your Finances to LIFE

  • Cash Reserves
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Home›Category: "Retirement" (Page 2)

Retirement

  • IRA Strategies for Tax Season

    Retirement, Taxes
    February 8, 2021
    by Kurt J. Rossi
    Individual retirement accounts play a vital role in the retirement plans of many Americans.  In fact, according to the latest figures from the Tax Policy Center, nearly 29 percent of ...
    Read More
  • Retirement Strategies to Address Higher Costs of Living

    Cash-flow & Budgeting, Estate Planning, Real Estate, Retirement, Taxes
    January 25, 2021
    by Kurt J. Rossi
    Retiring in a state with a higher cost of living isn’t easy. Elevated income tax and property rates, higher costs of living and excessive estate and inheritance tax rates are ...
    Read More
  • The 3 Most Common Financial Regrets

    Cash-flow & Budgeting, Money Mishaps, Retirement
    December 14, 2020
    by Kurt J. Rossi
    Our lives are filled with an overwhelming number of financial choices and there are certainly some financial matters most of us might have handled differently along the way.  In fact, ...
    Read More
  • 5 Signs You are Ready to Retire Early

    Cash-flow & Budgeting, Retirement
    November 13, 2020
    by Kurt J. Rossi
    For many Americans, early retirement may seem more like a dream than a reality.  Sure, it would nice to be able to eliminate the stress of working - but is ...
    Read More
  • Is It Time to Consider “Right-sizing” Your Home?

    Mortgages, Real Estate, Retirement
    August 21, 2020
    by Kurt J. Rossi
    If you are thinking about downsizing your home at some point during your life, chances are you are not alone.  Today, more and more Americans are considering this move.  As ...
    Read More
  • 5 Strategies to Prevent Outliving Your Money

    Cash-flow & Budgeting, Retirement
    August 10, 2020
    by Kurt J. Rossi
    One of the greatest financial fears experienced by retirees is outliving their assets.   The weight of this concern can be so great that it often impairs the ability of retirees ...
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  • Important Strategies to Help Simplify Your Estate Planning

    Estate Planning, Insurance, Relationships & Money, Retirement
    July 24, 2020
    by Kurt J. Rossi
    The loss of a loved one can be one of the most emotionally challenging things for anyone to face.  Unfortunately, before many people have a chance to mourn this loss, ...
    Read More
  • Navigating the CARES and SECURE Act IRA Distribution Rule Changes for 2020 and Beyond

    Retirement
    May 1, 2020
    by Kurt J. Rossi
    In addition to the various forms of relief aid to individuals and businesses, the nearly $2 trillion Coronavirus Aid, Relief and Economic Security (CARES) Act also modified IRA distribution rules ...
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  • Smart money moves for 2020

    Cash-flow & Budgeting, Credit & Debt, Investing, Money Mishaps, Relationships & Money, Retirement
    January 14, 2020
    by Kurt J. Rossi
    As the New Year begins, many Americans are inspired and motivated to make positive changes in their lives.  Interestingly, a recent poll by research firm IPSOS notes the top two ...
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  • Sweeping Changes to Retirement Savings Rules on Tap for 2020

    Education, Investing, Relationships & Money, Retirement, Uncategorized
    December 31, 2019
    by Kurt J. Rossi
    Congress recently passed one of the most significant changes to retirement savings regulation that has occurred in years.  The “Setting Every Community Up for Retirement Enhancement or “SECURE Act” as ...
    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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