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Bring your Finances to LIFE

  • Cash Reserves
  • Cash-flow & Budgeting
  • Credit & Debt
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  • Mortgages
  • Money Mishaps
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Home›Author: Kurt J. Rossi

Author: Kurt J. Rossi

Kurt J. Rossi

Simplifying the complexities of your financial life... Kurt brings financial clarity to his clients as the President & CEO of Independent Wealth Management - an independent financial planning firm.  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. Kurt is also an award winning financial columnist and has shared his passion for finance and education as an Adjunct Professor of Finance for Monmouth University’s Business School in the department of Economics, Finance, & Real Estate, teaching on both the graduate and undergraduate levels. Kurt and his wife, Lauren, have three children, Kurt Jr., Camryn and Aubrey. Kurt’s hobbies include spending time with his family and various sports including surfing and jiu jitsu.

  • Money Mishaps, Taxes, Uncategorized
    February 11, 2019
    by Kurt J. Rossi

    New Audit Red Flags for 2019 tax season

    Despite concerns regarding another government shutdown, the IRS is expected to get itself into gear for the upcoming tax season.  While the overall risk of ...
    Read More
  • Cash Reserves, Cash-flow & Budgeting, Money Mishaps, Uncategorized
    January 24, 2019
    by Kurt J. Rossi

    Protect your financial life with a Defensive Budget

      As the Government shutdown continues, nearly 800,000 federal workers will be going without paychecks this week.  According to real estate firm www.Zillow.com, these workers owe ...
    Read More
  • Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Investing, Money Mishaps, Retirement, Uncategorized
    January 2, 2019
    by Kurt J. Rossi

    Smart money moves for 2019

    According to research from the University of Scranton, nearly 45 percent of Americans will make a New Year’s resolution this year. However, making a resolution ...
    Read More
  • Cash-flow & Budgeting, Retirement, Uncategorized
    December 5, 2018
    by Kurt J. Rossi

    The one reason you may want to consider taking Social Security early that no one ...

    Retirees often agonize over determining the optimal time to claim Social Security.  With the average retiree relying on Social Security to provide over 36% of ...
    Read More
  • Investing, Taxes
    November 8, 2018
    by Kurt J. Rossi

    Consider Harvesting Gains and Losses Before Year-End

    After years of below average market fluctuation, volatility has spiked during the 3rd quarter of 2018.  From trade war concerns to Federal reserve rate hikes, ...
    Read More
  • Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Real Estate, Retirement
    October 18, 2018
    by Kurt J. Rossi

    How to Avoid Running out of Money in Retirement

    Running out of money in retirement continues to be a major concern for many Americans.  In fact, a recent report from the Economic Policy Institute ...
    Read More
  • Credit & Debt, Mortgages, Uncategorized
    October 4, 2018
    by Kurt J. Rossi

    With Rates Climbing Higher - Is It Too Late to Refinance High Interest Debt?

    Addressing consumer debt is becoming more difficult with each successive rate hike by the Federal Reserve.  While it was not reasonable to assume that interest ...
    Read More
  • Uncategorized
    September 20, 2018
    by Kurt J. Rossi

    Recession Signals to Keep an Eye On

    We are currently in the midst of the 2nd longest economic expansion in United States history. According to the National Bureau of Economic Research, the ...
    Read More
  • Retirement, Taxes
    September 6, 2018
    by Kurt J. Rossi

    How Does the Trump Retirement Security Executive Order Impact You?

    Planning for retirement remains a challenge and statistics continue to show that many Americans are ill-equipped and unprepared.  With that in mind, President Trump recently ...
    Read More
  • Cash Reserves, Cash-flow & Budgeting, Retirement
    August 23, 2018
    by Kurt J. Rossi

    5 Smart Ways to Feel Secure in Retirement

    Financial success is less about money than you may think. Sure, we all wouldn't mind a little more of it but there is much more ...
    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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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

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