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Bring your Finances to LIFE

  • Cash Reserves
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Home›Category: "Taxes" (Page 9)

Taxes

  • 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 ...
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  • 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 ...
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  • 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 ...
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  • 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 ...
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  • 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 ...
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  • 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 ...
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  • 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 ...
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  • 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 ...
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  • Reduce your chances of an audit

    Cash-flow & Budgeting, Money Mishaps, Taxes
    February 16, 2014
    by Kurt J. Rossi
    Tax season is upon us and both taxpayers and preparers have begun compiling income tax statements in order to meet the upcoming April 15 deadline. More than 243 million tax ...
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  • Money moves for 2014

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Estate Planning, Investing, Taxes
    January 5, 2014
    by Kurt J. Rossi
    From your health to your wealth, New Year’s resolutions can help jump-start your game plan for 2014. While a recent CBS News poll suggests only half of those Americans who ...
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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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