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Home›Category: "Retirement" (Page 8)

Retirement

  • 5 Signs you are ready to retire early

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Retirement
    May 20, 2016
    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 sooner rather than ...
    Read More
  • When to consider downsizing your home?

    Money Mishaps, Mortgages, Real Estate, Retirement
    May 6, 2016
    by Kurt J. Rossi
    If you are thinking about downsizing your home at some point during retirement, chances are you are not alone.  Today, more and more Americans are considering this move.  As children ...
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  • How to make the most of an inherited retirement account

    Investing, Relationships & Money, Retirement
    April 22, 2016
    by Kurt J. Rossi
    As the number of defined benefit pension plans continues to fall, the value of assets in defined contribution plans like 401(k)s and IRAs continues to rise.  In fact, according to ...
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  • Top 5 retirement plans for entrepreneurs

    Retirement
    March 24, 2016
    by Kurt J. Rossi
    For many entrepreneurs and small business owners, retirement planning is not on the top of the priority list.  Instead, they are often buried in the day to day aspects of ...
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  • IRA Tips for Tax Season

    Investing, Retirement, Taxes
    February 12, 2016
    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 Employee Benefits Research Institute, nearly 25 percent ...
    Read More
  • 6 Smart Money Moves for 2016

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Retirement
    January 3, 2016
    by Kurt J. Rossi
    Next to health and wellness, Financial resolutions are usually the next most common goal for the New Year. In fact, a recent survey by GOBanking Rates noted that over 57 ...
    Read More
  • 7 year-end tax tips for Individuals

    Investing, Retirement, Taxes
    December 4, 2015
    by Kurt J. Rossi
    The holiday season is upon us and tax planning is probably the furthest thing from your mind. For many taxpayers, more time and effort was put into their Cyber-Monday shopping ...
    Read More
  • Unclaimed property rates are on the rise

    Insurance, Investing, Money Mishaps, Retirement
    September 11, 2015
    by Kurt J. Rossi
    Do you or members of your family have unclaimed property that is sitting in the hands of the state?  With statistics from the National Association of Unclaimed Property Administrators estimating ...
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  • Don't let your emotions rule your investments

    Investing, Money Mishaps, Retirement
    August 28, 2015
    by Kurt J. Rossi
    The recent slew of negative economic news has sent the financial markets into a tailspin. From China's surprise devaluation of their currency and concerns about global growth to Greece's economic ...
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  • Stress-testing your finances may help prepare you for the unexpected

    Cash Reserves, Cash-flow & Budgeting, Investing, Retirement
    August 14, 2015
    by Kurt J. Rossi
    Each year the Federal Reserve releases the results of financial stress tests on 31 of the largest banks. Popularized in the U.S. during the financial crisis, the analysis serves as ...
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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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