Top Menu

  • Learn more about Kurt

Main Menu

  • Cash Reserves
  • Cash-flow & Budgeting
  • Credit & Debt
  • Education
  • Insurance
  • Investing
  • Real Estate
  • Mortgages
  • Money Mishaps
  • Relationships & Money
  • Retirement
  • Estate Planning
  • Taxes
  • Learn more about Kurt
logo

Bring your Finances to LIFE

  • Cash Reserves
  • Cash-flow & Budgeting
  • Credit & Debt
  • Education
  • Insurance
  • Investing
  • Real Estate
  • Mortgages
  • Money Mishaps
  • Relationships & Money
  • Retirement
  • Estate Planning
  • Taxes
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.

  • Cash-flow & Budgeting, Retirement, Taxes
    September 8, 2023
    by Kurt J. Rossi

    Overcoming Common Retirement Misconceptions

    Are you “retirement-ready”? Many people dream of a retirement filled with time spent traveling, enjoying hobbies and making lasting memories with family. However, it is ...
    Read More
  • Cash Reserves, Cash-flow & Budgeting, Real Estate
    August 25, 2023
    by Kurt J. Rossi

    With Property Values Up, Is Now the Time To Consider Downsizing Your Home?

    If you are thinking about downsizing your home at some point during your life, chances are you are not alone.  Today, more and more Americans ...
    Read More
  • Insurance
    July 28, 2023
    by Kurt J. Rossi

    Protecting your Loved Ones with Life Insurance

    From funeral costs and paying down debt to replacing income and educating children, the bills can add up quickly for a family dealing with the ...
    Read More
  • Cash Reserves, Cash-flow & Budgeting, Investing
    July 17, 2023
    by Kurt J. Rossi

    Consider These Mid-year Money Moves

    A mid-year financial review can be a great time to stop and assess your financial progress.  Are you on track for your savings and investing ...
    Read More
  • Cash Reserves, Cash-flow & Budgeting, Investing, Mortgages, Retirement
    June 16, 2023
    by Kurt J. Rossi

    Financial Rules of Thumb to Consider Breaking

    Wouldn't it be nice if financial planning was simple and the same financial strategies were applicable to most everyone? Unfortunately, there are no cookie-cutter approaches ...
    Read More
  • Uncategorized
    June 2, 2023
    by Kurt J. Rossi

    Managing Your Own Personal Debt Ceiling

    With the United States within days of reaching the debt ceiling limit, politicians worked to get a deal done to essentially raise our credit limit ...
    Read More
  • Cash-flow & Budgeting, Education, Estate Planning, Featured Articles, Insurance, Money Mishaps, Retirement
    May 19, 2023
    by Kurt J. Rossi

    9 Of the Biggest Financial Mistakes to Avoid

    Americans continue to worry about their finances. An increasingly complex financial world coupled with a decrease in financial literacy has caused many people to feel less ...
    Read More
  • Cash-flow & Budgeting, Relationships & Money, Retirement
    May 6, 2023
    by Kurt J. Rossi

    The Impact of Age Differences on Your Financial Planning

    Deciding who to share your life with is usually based upon factors other than retirement planning.  After all, most couples do not begin their relationship ...
    Read More
  • Investing, Real Estate, Taxes
    April 21, 2023
    by Kurt J. Rossi

    Should You Invest In A Second Home

    Purchasing a second home is a common goal often heard from clients during the financial planning process.  From a warm weather retreat in retirement to ...
    Read More
  • Retirement
    February 24, 2023
    by Kurt J. Rossi

    Don’t Wait for Retirement to Begin Living Your Best Life

      For many Americans, retirement is the time when you are supposed to kick back and start enjoying life.  Children are often financially independent and ...
    Read More
1 2 3 … 28 →

 

Searching for a specific topic? Try our search bar…

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.

Join Our Financial Empowerment Newsletter

* indicates required

Post Categories

Ready to take your finances to the next level?

Do you have a money question that you need answered?

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

Education = Empowerment!

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, DE, FL, GA, IL, IN, LA, MA, MD, MN, NC, NJ, OH, PA, RI, SC, VA.

 

 

  • HomePage
  • About us
© Copyright Bring Your Finances to Life. All rights reserved.