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Home›Category: "Taxes" (Page 6)

Taxes

  • 3 Biggest Financial Procrastinations

    Estate Planning, Insurance, Retirement, Taxes
    September 23, 2016
    by Kurt J. Rossi
    When it comes to financial matters, there always seems to be something higher on the priority list. You tell yourself “I’ll get it to next month”.  Then next month becomes ...
    Read More
  • 4 Major Mistakes Parents Make When Planning For College

    Cash-flow & Budgeting, Education, Retirement, Taxes
    August 26, 2016
    by Kurt J. Rossi
    College costs continue to rise each and every year.  In fact, according to statistics from the College Board, college costs have grown exponentially over the last 35 years.  (The last ...
    Read More
  • Retaining key employees with Phantom stock

    Investing, Taxes
    August 12, 2016
    by Kurt J. Rossi
    An improving labor market often forces employers, especially smaller, privately held companies to look for creative ways to reward and retain key talent – especially if your candidates are considering ...
    Read More
  • How to Retire in a State on the "Worst States To Retire In" List

    Cash-flow & Budgeting, Credit & Debt, Real Estate, Retirement, Taxes
    July 18, 2016
    by Kurt J. Rossi
    We have all seen the lists of states to avoid when retiring. Elevated income tax and property rates, higher costs of living and excessive estate and inheritance tax rates are ...
    Read More
  • Plan Now To Reduce Future Financial Stress

    Taxes
    April 8, 2016
    by Kurt J. Rossi
    Tax season can be a stressful time for taxpayers. From the last minute scramble to compile records to the uncertainty associated with whether unexpected money is owed to the IRS, tax ...
    Read More
  • 7 reasons you could be targeted by an IRS audit

    Money Mishaps, Taxes
    February 26, 2016
    by Kurt J. Rossi
    Nothing strikes fear in the hearts of taxpayers more than a tax audit from the IRS.  While both the number of IRS agents and audits have declined by nearly 22 ...
    Read More
  • 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
  • Restricted Stock Unit Misconceptions Can Prove Costly

    Investing, Money Mishaps, Taxes
    January 29, 2016
    by Kurt J. Rossi
    Today, fewer companies are offering traditional stock option plans to their employees than ever before.  Instead, companies continue to migrate toward restricted stock units or RSUs as the preferred method ...
    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
  • Should you invest in a second home

    Cash-flow & Budgeting, Credit & Debt, Investing, Mortgages, Real Estate, Taxes
    November 8, 2015
    by Kurt J. Rossi
    Purchasing a second home is a common goal often heard from clients during the financial planning process.  From a winter retreat in retirement to a house renovation/flip, there are many ...
    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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