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Bring your Finances to LIFE

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Home›Posts Tagged "2021"

Tag: 2021

  • Retirement, Taxes
    February 8, 2021
    by Kurt J. Rossi

    IRA Strategies for Tax Season

    Individual retirement accounts play a vital role in the retirement plans of many Americans.  In fact, according to the latest figures from the Tax Policy ...
    Read More
  • Cash-flow & Budgeting, Mortgages, Relationships & Money
    December 28, 2020
    by Kurt J. Rossi

    Smart Money Moves for 2021

    2020 has been an incredibly difficult year for people across the world.  From health concerns related to COVID to impact of the pandemic on the ...
    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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