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 8)

Taxes

  • Now is the time for year-end tax planning

    Investing, Retirement, Taxes
    October 25, 2014
    by Kurt J. Rossi
    The ideal time to address 2014 tax planning is in – you guessed it – 2014. Unfortunately, many taxpayers wait until the tax preparation months of March and April of ...
    Read More
  • Death and taxes - Understanding how 'step-up in basis' works

    Estate Planning, Taxes
    September 2, 2014
    by Kurt J. Rossi
    It is often said the only certainties in life are death and taxes. Thanks to estate and inheritance tax, it is not uncommon for them to occur simultaneously. However, there ...
    Read More
  • Don't tap retirement funds too soon

    Credit & Debt, Money Mishaps, Retirement, Taxes
    July 6, 2014
    by Kurt J. Rossi
    A 401(k) plan should never be viewed as a pre-retirement piggy bank. Unfortunately, more and more savers tap retirement accounts prior to their retirement. In fact, a recent study by ...
    Read More
  • N.J. among the worst states to retire in

    Estate Planning, Retirement, Taxes
    June 22, 2014
    by Kurt J. Rossi
    Figuring out where your retirement dollars will go furthest just got a little easier. For the first time, the Commerce Department’s Bureau of Economic Analysis released price-adjusted estimates of personal ...
    Read More
  • Social Security misconceptions often lead to poor retirement choices

    Cash-flow & Budgeting, Retirement, Taxes
    May 11, 2014
    by Kurt J. Rossi
    Retirees continue to lean on Social Security benefits in order to fund retirement. According to the Social Security Administration, it is expected that 38 million retired workers will collect annual ...
    Read More
  • 529 plan powerful tool in college savings

    Credit & Debt, Education, Investing, Taxes
    April 13, 2014
    by Kurt J. Rossi
    Too many options make selecting the right 529 plan a challenge for parents. Sky-high college tuition costs continue to be a significant roadblock for parents hoping to provide a college ...
    Read More
  • How to choose the right executor for your estate

    Credit & Debt, Estate Planning, Taxes
    March 30, 2014
    by Kurt J. Rossi
    Taking the time to address how your financial affairs will be handled when you are gone can be overwhelming. After all, you are making decisions that affect family, friends and ...
    Read More
  • Missing overlooked deductions can be costly

    Education, Money Mishaps, Mortgages, Taxes
    March 16, 2014
    by Kurt J. Rossi
    Each year, the complexities of our tax code cause many taxpayers to leave money on the table when filing their returns. As they say, you must pay taxes but you ...
    Read More
  • Avoid costly mistakes with sudden wealth

    Cash-flow & Budgeting, Credit & Debt, Money Mishaps, Retirement, Taxes
    March 2, 2014
    by Kurt J. Rossi
    The winner of last week’s Powerball lottery took home a cool $425 million dollars (before taxes of course). While most of us might not expect to win the lottery, it ...
    Read More
  • Small business retirement plans attractive for employees and employer

    Investing, Retirement, Taxes
    February 22, 2014
    by Kurt J. Rossi
    As our economy slowly improves, many small businesses have begun to see light at the end of the economic tunnel and are more optimistic about 2014. In fact, a recent ...
    Read More
← 1 … 6 7 8 9 10 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.