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Home›Author: Kurt J. Rossi (Page 19)

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, Education, Retirement, Taxes
    August 26, 2016
    by Kurt J. Rossi

    4 Major Mistakes Parents Make When Planning For College

    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
  • Investing, Taxes
    August 12, 2016
    by Kurt J. Rossi

    Retaining key employees with Phantom stock

    An improving labor market often forces employers, especially smaller, privately held companies to look for creative ways to reward and retain key talent – especially ...
    Read More
  • Cash-flow & Budgeting, Credit & Debt
    July 29, 2016
    by Kurt J. Rossi

    10 Steps 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, total U.S. outstanding consumer debt ...
    Read More
  • Cash-flow & Budgeting, Credit & Debt, Real Estate, Retirement, Taxes
    July 18, 2016
    by Kurt J. Rossi

    How to Retire in a State on the "Worst States To Retire In" List

    We have all seen the lists of states to avoid when retiring. Elevated income tax and property rates, higher costs of living and excessive estate ...
    Read More
  • Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Estate Planning, Insurance, Retirement
    June 30, 2016
    by Kurt J. Rossi

    Money moves to make at every age – 50s & beyond

    Money moves to make at every age – 50s & beyond This is the second of a two-part series on the financial moves that should ...
    Read More
  • Cash-flow & Budgeting, Credit & Debt, Education, Insurance, Money Mishaps, Mortgages, Retirement
    June 17, 2016
    by Kurt J. Rossi

    Money moves to make at every age – part 1

    Life is a journey filled with financial choices that ultimately shape your future.  While money may be important to many, it is simply a tool ...
    Read More
  • Credit & Debt, Education, Retirement
    June 3, 2016
    by Kurt J. Rossi

    Surprising Facts About The Financial Health Of Americans And What You Can Learn From It

    The financial health of many Americans is more surprising than you may think.  While personal finances in this country have improved in the last few ...
    Read More
  • Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Retirement
    May 20, 2016
    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
  • Money Mishaps, Mortgages, Real Estate, Retirement
    May 6, 2016
    by Kurt J. Rossi

    When to consider downsizing your home?

    If you are thinking about downsizing your home at some point during retirement, chances are you are not alone.  Today, more and more Americans are ...
    Read More
  • Investing, Relationships & Money, Retirement
    April 22, 2016
    by Kurt J. Rossi

    How to make the most of an inherited retirement account

    As the number of defined benefit pension plans continues to fall, the value of assets in defined contribution plans like 401(k)s and IRAs continues to ...
    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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Email: kurt.rossi@independentwm.com or 732-280-7550.

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