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, Money Mishaps
    August 5, 2022
    by Kurt J. Rossi

    Mega Millions Jackpot Highlights the Importance of Managing Sudden Wealth Events

    The giant Mega Millions lottery jackpot of $1.34 billion dollars was recently won in Illinois.  Rather than receiving annual payments over 30 years, the winner ...
    Read More
  • Cash-flow & Budgeting, Education
    July 22, 2022
    by Kurt J. Rossi

    4 College Planning Mistakes to Avoid

    College costs continue to rise each and every year.  In fact, according to statistics from the College Board, college costs have grown exponentially over the ...
    Read More
  • Cash Reserves, Cash-flow & Budgeting, Investing
    July 1, 2022
    by Kurt J. Rossi

    With Interest Rates On The Rise, It May Be Time to Review Your Investment Strategy ...

    Now may be a great time to consider revisiting how you are investing your rainy-day fund.  After years of holding short term interest rates at ...
    Read More
  • Cash-flow & Budgeting, Featured Articles, Money Mishaps
    June 16, 2022
    by Kurt J. Rossi

    Address Economic Uncertainty with Defensive Financial Planning

    As the impacts of inflation continue to ripple across the economy, more and more financial analysts are increasing the odds of a recession.  With some ...
    Read More
  • Cash Reserves, Cash-flow & Budgeting, Money Mishaps, Retirement
    June 3, 2022
    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 AIG Life & Retirement ...
    Read More
  • Cash Reserves, Cash-flow & Budgeting, Featured Articles, Money Mishaps
    May 23, 2022
    by Kurt J. Rossi

    How to Prepare for The Next Economic Slowdown

    They say what goes up must come down and unfortunately, the economy is often no different.  While first quarter GDP has already contracted, recessions can ...
    Read More
  • Cash-flow & Budgeting, Relationships & Money
    May 10, 2022
    by Kurt J. Rossi

    Money Issues and Marriage

    Attitudes about money and finances can create significant problems within many marriages and relationships. In fact, according to a recent study by Money magazine, 84 ...
    Read More
  • Cash Reserves, Featured Articles, Insurance
    April 22, 2022
    by Kurt J. Rossi

    10 Transformational Money Habits You Should Consider

    Developing good habits and discipline is important when pursuing any goals, especially when it comes to those that impact your financial life.  In addition to ...
    Read More
  • Credit & Debt, Education, Featured Articles, Money Mishaps
    April 8, 2022
    by Kurt J. Rossi

    Recession Signals to Keep an Eye On

    We are currently in the midst of increasing economic uncertainty and volatility.  As a result, some analysts believe that some sectors of the economy may ...
    Read More
  • Cash-flow & Budgeting, Money Mishaps, Relationships & Money
    March 25, 2022
    by Kurt J. Rossi

    How to Prioritize Your Financial Life

    In financial planning, we are taught to “plan” our finances around an uncertain future.  While planning for the future and being a good steward of ...
    Read More
1 2 3 … 27 →

 

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.