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Bring your Finances to LIFE

  • Cash Reserves
  • Cash-flow & Budgeting
  • Credit & Debt
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Home›Category: "Retirement" (Page 4)

Retirement

  • Cash Balance Plan – How To Make 10 years’ worth of retirement contributions in one ...

    Retirement, Taxes
    June 20, 2017
    by Kurt J. Rossi
    According to the U.S Small Business Administration, there are nearly 28 million small businesses in the U.S. Unfortunately, only 44 percent offer 401(k) plans and even fewer offer defined benefit ...
    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
  • 6 Retirement roadblocks that could disrupt your plans

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Insurance, Retirement
    April 7, 2017
    by Kurt J. Rossi
    The definition of retirement is evolving. Advances in technology and healthcare have contributed toward longer life spans and in turn, a change in retiree habits.   From working longer to living ...
    Read More
  • 5 Smart ways to invest your tax return

    Cash Reserves, Credit & Debt, Retirement, Taxes
    March 23, 2017
    by Kurt J. Rossi
    The Internal Revenue Service expects more than 153 million tax returns to be filled this year with nearly 111 million taxpayers receiving a refund. That’s right – over 70 percent ...
    Read More
  • How does your retirement account stack up?

    Retirement
    February 10, 2017
    by Kurt J. Rossi
    It’s natural to wonder how you compare to your peers – especially when it comes to financial matters.  From the amount of debt to the level of your retirement account, ...
    Read More
  • 5 Steps to prevent you from outliving your retirement nest egg

    Money Mishaps, Retirement, Taxes
    January 13, 2017
    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 ...
    Read More
  • Smart money moves for 2017

    Credit & Debt, Estate Planning, Retirement, Taxes
    December 30, 2016
    by Kurt J. Rossi
    As 2016 comes to a close, it is a good time to reflect on the past while embracing the opportunity of the New Year ahead. For those making resolutions, finances ...
    Read More
  • Overcoming the 3 Biggest Financial Regrets

    Cash Reserves, Credit & Debt, Education, Money Mishaps, Retirement
    December 16, 2016
    by Kurt J. Rossi
    Life is filled with an overwhelming number of financial choices.  Like many decisions in life, there are certainly some financial matters we might have handled differently.  In fact, financial regret ...
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  • Simplifying the gifting process

    Education, Estate Planning, Retirement, Taxes
    December 6, 2016
    by Kurt J. Rossi
    Despite its perceived simplicity, gifting remains one of the most misunderstood financial concepts. Confusion in this area has led to under-utilization and potentially higher taxes owed by taxpayers each year.  ...
    Read More
  • 6 Steps to take after losing your job

    Cash Reserves, Cash-flow & Budgeting, Insurance, Retirement
    November 18, 2016
    by Kurt J. Rossi
    Facing unemployment can be one of the most overwhelming challenges in life.  From concerns over handling basic necessities like day to day living expenses to addressing healthcare and other benefits, ...
    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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