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Bring your Finances to LIFE

  • Cash Reserves
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Home›Category: "Retirement" (Page 5)

Retirement

  • The one reason you may want to consider taking Social Security early that no one ...

    Cash-flow & Budgeting, Retirement, Uncategorized
    December 5, 2018
    by Kurt J. Rossi
    Retirees often agonize over determining the optimal time to claim Social Security.  With the average retiree relying on Social Security to provide over 36% of their retirement income (Social Security ...
    Read More
  • How to Avoid Running out of Money in Retirement

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Real Estate, Retirement
    October 18, 2018
    by Kurt J. Rossi
    Running out of money in retirement continues to be a major concern for many Americans.  In fact, a recent report from the Economic Policy Institute notes that 60 percent of ...
    Read More
  • How Does the Trump Retirement Security Executive Order Impact You?

    Retirement, Taxes
    September 6, 2018
    by Kurt J. Rossi
    Planning for retirement remains a challenge and statistics continue to show that many Americans are ill-equipped and unprepared.  With that in mind, President Trump recently issued an executive order that ...
    Read More
  • 5 Smart Ways to Feel Secure in Retirement

    Cash Reserves, Cash-flow & Budgeting, Retirement
    August 23, 2018
    by Kurt J. Rossi
    Financial success is less about money than you may think. Sure, we all wouldn't mind a little more of it but there is much more to living a secure retirement ...
    Read More
  • Critical Steps to Take Before Choosing to Retire

    Cash-flow & Budgeting, Investing, Retirement
    April 19, 2018
    by Kurt J. Rossi
    Determining the most ideal time to retire is no easy task.  In fact, transitioning from a typical workweek and paycheck to the uncertainty associated with how your life will change ...
    Read More
  • 4 Smart Ways to Invest Your Tax Refund

    Investing, Money Mishaps, Retirement, Taxes
    March 27, 2018
    by Kurt J. Rossi
    If you are expecting a tax refund this year, you are not alone.  According to the IRS, 155 million tax returns are expected to be filed in 2018 with 70 ...
    Read More
  • Financial Considerations For Age Gap Marriages

    Estate Planning, Investing, Relationships & Money, Retirement
    March 12, 2018
    by Kurt J. Rossi
    Deciding who to share your life with is usually based upon factors other than retirement planning.  After all, most couples do not begin their relationship by considering strategies for claiming ...
    Read More
  • Should a Roth 401(k) be a part of your retirement savings plan?

    Retirement, Taxes
    November 29, 2017
    by Kurt J. Rossi
    The number of employers offering a Roth 401(k) option is on the rise.  In fact, a 2017 report from T. Rowe Price Retirement Plan Services suggests that 61 percent of ...
    Read More
  • Tips for managing sudden wealth

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Money Mishaps, Retirement, Taxes
    September 7, 2017
    by Kurt J. Rossi
    The largest single lottery jackpot in the United States was won on August 23rd - a cool $758.7 million dollars.  Rather than receiving annual payments over 30 years, the winner ...
    Read More
  • 401(K) LOANS: THE DANGERS OF BORROWING FROM YOURSELF

    Credit & Debt, Money Mishaps, Retirement, Taxes
    August 21, 2017
    by Kurt J. Rossi
    Loaning money to yourself from a 401(k) may seem like a great idea.  After all, these loans result in paying interest to yourself rather than to a lender which may ...
    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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