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Home›Posts Tagged "Taxes 2022"

Tag: Taxes 2022

  • Cash-flow & Budgeting, Investing, Taxes
    December 2, 2022
    by Kurt J. Rossi

    Year-End Tax Loss Harvesting May Help Reduce Tax Liability

    2022 has been a turbulent year for the markets.  From concerns about inflation and Federal Reserve rate hikes to fears over an economic slowdown and ...
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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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