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  • Cash Reserves
  • Cash-flow & Budgeting
  • Credit & Debt
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  • Mortgages
  • Money Mishaps
  • Relationships & Money
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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.

  • Cash-flow & Budgeting, Investing, Retirement
    October 18, 2024
    by Kurt J. Rossi

    Is a Roth 401(k) Better Than a Traditional 401(k)?

    The number of employers offering a Roth 401(k) option is on the rise.  In fact, a report from The Plan Sponsor Council of America suggests that ...
    Read More
  • Estate Planning, Money Mishaps, Real Estate
    September 20, 2024
    by Kurt J. Rossi

    Unclaimed Property Reaches $70 Billion – How to Know If You or Your Family Are ...

    Do you or your family members have unclaimed property sitting in the hands of the state?  With statistics from the National Association of Unclaimed Property ...
    Read More
  • Cash Reserves, Cash-flow & Budgeting
    September 6, 2024
    by Kurt J. Rossi

    How to Prepare Your Finances for an Economic Slowdown

    With the latest economic expansion just over four years old, some economists have suggested that our growth trajectory may run out of steam.  In fact, ...
    Read More
  • Cash Reserves, Cash-flow & Budgeting, Insurance
    July 26, 2024
    by Kurt J. Rossi

    The Importance of Protecting Yourself Against Financial Storms

    As we saw with Hurricane Beryl a few weeks ago, tropical storms and hurricanes can be unpredictable, with the potential to cause both physical and ...
    Read More
  • Cash-flow & Budgeting, Credit & Debt, Retirement
    May 31, 2024
    by Kurt J. Rossi

    How to Overcome the Three 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
  • Uncategorized
    May 17, 2024
    by Kurt J. Rossi

    Why Wait Until Retirement to Add Balance to Your 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 there ...
    Read More
  • Cash-flow & Budgeting, Featured Articles, Investing
    May 3, 2024
    by Kurt J. Rossi

    How to Prepare Your Financial Plan and Portfolio for the Unexpected

    In the first quarter of this year, the Federal Reserve board released the results of its annual financial stress tests on the largest banks in ...
    Read More
  • Cash-flow & Budgeting, Taxes
    April 19, 2024
    by Kurt J. Rossi

    Strategies to Boost Your Credit Score

    Americans continue to rely on debt to finance many of their consumer purchases.  In fact, according to the Federal Reserve, the total U.S. outstanding consumer ...
    Read More
  • Estate Planning, Money Mishaps, Relationships & Money
    April 5, 2024
    by Kurt J. Rossi

    Helping Beneficiaries to Avoid Mistakes with an Inheritance

    Dealing with the loss of a loved one is never easy.  In addition to the emotional challenges of loss, many people are thrust into dealing ...
    Read More
  • Retirement
    March 22, 2024
    by Kurt J. Rossi

    Planning to retire in 2024? Key Strategies to Consider

    Deciding when to retire may be one of the most important financial decisions that you will make during your life. Walking away from a regular ...
    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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