Top Menu

  • Learn more about Kurt

Main Menu

  • Cash Reserves
  • Cash-flow & Budgeting
  • Credit & Debt
  • Education
  • Insurance
  • Investing
  • Real Estate
  • Mortgages
  • Money Mishaps
  • Relationships & Money
  • Retirement
  • Estate Planning
  • Taxes
  • Learn more about Kurt
logo

Bring your Finances to LIFE

  • Cash Reserves
  • Cash-flow & Budgeting
  • Credit & Debt
  • Education
  • Insurance
  • Investing
  • Real Estate
  • Mortgages
  • Money Mishaps
  • Relationships & Money
  • Retirement
  • Estate Planning
  • Taxes
Home›Category: "Taxes" (Page 4)

Taxes

  • The benefits of choosing a higher payment when financing your next purchase.

    Cash-flow & Budgeting, Credit & Debt, Money Mishaps, Taxes
    November 14, 2017
    by Kurt J. Rossi
    We live in a world of monthly charges.  Not only are conventional expenses like mortgages, auto loans and utilities billed monthly, many businesses have begun transitioning to a monthly subscription ...
    Read More
  • Does house flipping really work in today's market?

    Cash-flow & Budgeting, Investing, Real Estate, Taxes
    September 29, 2017
    by Kurt J. Rossi
    If you have watched home design networks such as HGTV or DIY recently, you may have noticed the outrageously large number of house flipping shows. Flip or Flop, Flip this ...
    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
  • DO THESE FINANCIAL RULES OF THUMB APPLY TO YOU?

    Cash Reserves, Cash-flow & Budgeting, Mortgages, Retirement, Taxes
    August 7, 2017
    by Kurt J. Rossi
    For many Americans, getting a handle on complex financial topics can sometimes feel like trying to understand another language.  In response to this, financial pundits created “rules of thumb” with ...
    Read More
  • Strategies to sidestep capital gains taxes

    Money Mishaps, Real Estate, Taxes
    July 12, 2017
    by Kurt J. Rossi
    Nothing takes a bite out of investment gains like a capital gains tax.  Unfortunately, investors consistently under-estimate the amount of capital gains taxes that can be owed when they choose ...
    Read More
  • Simple strategies to simplify your estate

    Estate Planning, Taxes
    June 27, 2017
    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
  • 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
  • 7 Strategies for first time home buyers

    Cash Reserves, Cash-flow & Budgeting, Mortgages, Real Estate, Taxes
    May 31, 2017
    by Kurt J. Rossi
    The real estate market continues to heat up.   Historically low unemployment and interest rates coupled with shrinking housing supplies has caused home values to increase in many markets.  In fact, ...
    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
← 1 2 3 4 5 6 … 11 →

 

Searching for a specific topic? Try our search bar…

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.

Join Our Financial Empowerment Newsletter

* indicates required

Post Categories

Ready to take your finances to the next level?

Do you have a money question that you need answered?

Send an email or feel free to call - We will do our best to help. Reach us at

Email: kurt.rossi@independentwm.com or 732-280-7550.

Speaking & Media Inquiries: 732-280-7550

Firm site: www.independentwm.com

Education = Empowerment!

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, DE, FL, GA, IL, IN, LA, MA, MD, MN, NC, NJ, OH, PA, RI, SC, VA.

 

 

  • HomePage
  • About us
© Copyright Bring Your Finances to Life. All rights reserved.