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Bring your Finances to LIFE

  • Cash Reserves
  • Cash-flow & Budgeting
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Home›Posts Tagged "income"

Tag: income

  • Estate Planning, Relationships & Money, Uncategorized
    January 11, 2021
    by Kurt J. Rossi

    Financial Planning Considerations After the Loss of a Spouse

    Mourning the loss of a spouse can be one of the most difficult things for a person to experience.  In fact, Psychologists Holmes & Rahe ...
    Read More
  • Money Mishaps, Taxes
    February 24, 2020
    by Kurt J. Rossi

    Reducing Your Chances of an IRS Audit in 2020

    Tax season is upon us and both taxpayers and preparers have begun compiling income tax statements in order to meet the upcoming April 15th deadline. ...
    Read More
  • Cash Reserves, Relationships & Money, Uncategorized
    March 22, 2019
    by Kurt J. Rossi

    Why You May Never Feel "Wealthy" - Understanding Money and Happiness

    For many Americans, money is associated with having “peace of mind” and is often placed as a top priority in their life. While this shouldn’t ...
    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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