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Bring your Finances to LIFE

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Home›Category: "Taxes" (Page 6)

Taxes

  • Overlooked Tax Breaks You Can't Afford To Miss

    Credit & Debt, Education, Taxes
    February 24, 2017
    by Kurt J. Rossi
    Each year, Americans continue to overlook tax breaks that may have put money back in their pocket.  While many taxpayers would prefer to pay the IRS as little as possible, ...
    Read More
  • How will IRS budget cuts impact your chances of an IRS Audit (and steps to ...

    Taxes
    January 27, 2017
    by Kurt J. Rossi
    The Internal Revenue Service has continued to slash their budget year after year.  In fact, the IRS budget for 2017 is $236 million less than the previous year, representing a ...
    Read More
  • 5 Steps to prevent you from outliving your retirement nest egg

    Money Mishaps, Retirement, Taxes
    January 13, 2017
    by Kurt J. Rossi
    One of the greatest financial fears experienced by retirees is outliving their assets.   The weight of this concern can be so great that it often impairs the ability of retirees ...
    Read More
  • Smart money moves for 2017

    Credit & Debt, Estate Planning, Retirement, Taxes
    December 30, 2016
    by Kurt J. Rossi
    As 2016 comes to a close, it is a good time to reflect on the past while embracing the opportunity of the New Year ahead. For those making resolutions, finances ...
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  • Simplifying the gifting process

    Education, Estate Planning, Retirement, Taxes
    December 6, 2016
    by Kurt J. Rossi
    Despite its perceived simplicity, gifting remains one of the most misunderstood financial concepts. Confusion in this area has led to under-utilization and potentially higher taxes owed by taxpayers each year.  ...
    Read More
  • Social Security changes for 2017

    Retirement, Taxes
    November 4, 2016
    by Kurt J. Rossi
    For many retirees, Social Security serves as the foundation of their income strategy.  In fact, the Social Security Administration estimates that nearly 61 million Americans will receive Social Security payments ...
    Read More
  • Year End Tax Tips for 2016

    Retirement, Taxes
    October 21, 2016
    by Kurt J. Rossi
    With a little over two months left before year-end, the window is closing to address your taxes for 2016. Too often, tax payers take the time to review their tax ...
    Read More
  • Financial Planning for the Surviving Spouse

    Estate Planning, Insurance, Relationships & Money, Retirement, Taxes
    October 7, 2016
    by Kurt J. Rossi
    Mourning the loss of a spouse can be one of the most difficult things for a person to experience.  In fact, Psychologists Holmes & Rahe developed a scale to assess ...
    Read More
  • 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
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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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