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Home›Category: "Taxes" (Page 2)

Taxes

  • Tax Scams are on the Rise This Tax Season

    Featured Articles, Money Mishaps, Taxes, Uncategorized
    March 11, 2022
    by Kurt J. Rossi
    The Internal Revenue Service has continued to warn taxpayers about the importance of avoiding the myriad of tax scams and schemes this tax season.  According to the IRS, thousands of ...
    Read More
  • 5 Wise Ways to Use Your Tax Refund

    Cash-flow & Budgeting, Credit & Debt, Taxes
    February 11, 2022
    by Kurt J. Rossi
    The Internal Revenue Service kicked off their tax season back on January 24th and expect more than 160 million tax returns to be filled this year with nearly 115 million ...
    Read More
  • How To Avoid The Most Common Mistakes Made by Small Business Owners

    Money Mishaps, Retirement, Taxes
    September 3, 2021
    by Kurt J. Rossi
    The number of small businesses in the United States continues to rise.  In fact, according to the U.S. Small Business Administration, there are 30.2 million small businesses employing an additional ...
    Read More
  • Is a Roth 401(k) Better than a Traditional 401(k)?

    Retirement, Taxes
    August 20, 2021
    by Kurt J. Rossi
      The number of employers offering a Roth 401(k) option is on the rise.  In fact, a report from The Plan Sponsor Council of America suggests that 70 percent 401(k) plans ...
    Read More
  • Rebalancing After the Rally – Is it Time to Review Your Allocations?

    Investing, Retirement, Taxes
    May 14, 2021
    by Kurt J. Rossi
    Despite the global impacts of the pandemic, the U.S. stock market has seen a dramatic move upward since March of last year. While it is certainly encouraging for investors to ...
    Read More
  • Cash Balance Plans – How Business Owners Can Supercharge Savings

    Retirement, Taxes
    April 5, 2021
    by Kurt J. Rossi
    According to the U.S Small Business Administration, there are nearly 30.2 million small businesses in the U.S. Unfortunately, only 56 percent offer 401(k) plans and even fewer offer defined benefit ...
    Read More
  • 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
  • 6 Mistakes to Avoid When Considering Divorce

    Cash-flow & Budgeting, Relationships & Money, Taxes
    November 30, 2020
    by Kurt J. Rossi
    For couples choosing to go their separate ways, divorce can be draining both emotionally and financially for all parties involved.  While it may not make sense to stay in a ...
    Read More
  • Take Advantage of Tax-Loss Harvesting Opportunities in 2020

    Taxes
    October 30, 2020
    by Kurt J. Rossi
    2020 has been a turbulent year for the markets and our economy.  From concerns regarding the economic and social impacts from Covid-19 to fears over the upcoming election, volatility has ...
    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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