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  • Cash Reserves
  • Cash-flow & Budgeting
  • Credit & Debt
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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 fishing.

  • Mortgages, Real Estate
    February 22, 2021
    by Kurt J. Rossi

    Important Strategies for First Time Homebuyers in a Red-Hot Market

    Real estate values continue to climb.   Historically interest rates coupled with shrinking housing supplies has caused home values to increase in many markets, especially those ...
    Read More
  • 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, Estate Planning, Real Estate, Retirement, Taxes
    January 25, 2021
    by Kurt J. Rossi

    Retirement Strategies to Address Higher Costs of Living

    Retiring in a state with a higher cost of living isn’t easy. Elevated income tax and property rates, higher costs of living and excessive estate ...
    Read More
  • 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
  • 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
  • Cash-flow & Budgeting, Money Mishaps, Retirement
    December 14, 2020
    by Kurt J. Rossi

    The 3 Most Common Financial Regrets

    Our lives are filled with an overwhelming number of financial choices and there are certainly some financial matters most of us might have handled differently ...
    Read More
  • Cash-flow & Budgeting, Relationships & Money, Taxes
    November 30, 2020
    by Kurt J. Rossi

    6 Mistakes to Avoid When Considering Divorce

    For couples choosing to go their separate ways, divorce can be draining both emotionally and financially for all parties involved.  While it may not make ...
    Read More
  • Cash-flow & Budgeting, Retirement
    November 13, 2020
    by Kurt J. Rossi

    5 Signs You are Ready to Retire Early

    For many Americans, early retirement may seem more like a dream than a reality.  Sure, it would nice to be able to eliminate the stress ...
    Read More
  • Cash-flow & Budgeting, Relationships & Money
    November 7, 2020
    by Kurt J. Rossi

    Protecting your Finances from the Unexpected

    The Federal Reserve board recently released the results of financial stress tests on the largest banks in our country. Popularized during the financial crisis, the ...
    Read More
  • Taxes
    October 30, 2020
    by Kurt J. Rossi

    Take Advantage of Tax-Loss Harvesting Opportunities in 2020

    2020 has been a turbulent year for the markets and our economy.  From concerns regarding the economic and social impacts from Covid-19 to fears over ...
    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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