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Home›Author: Kurt J. Rossi (Page 2)

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
    August 10, 2020
    by Kurt J. Rossi

    5 Strategies to Prevent Outliving Your Money

    One of the greatest financial fears experienced by retirees is outliving their assets.   The weight of this concern can be so great that it often ...
    Read More
  • Estate Planning, Insurance, Relationships & Money, Retirement
    July 24, 2020
    by Kurt J. Rossi

    Important Strategies to Help Simplify Your Estate Planning

    The loss of a loved one can be one of the most emotionally challenging things for anyone to face.  Unfortunately, before many people have a ...
    Read More
  • Insurance, Uncategorized
    July 10, 2020
    by Kurt J. Rossi

    With Mortgages Reaching Record Lows, is it Time to Refinance?

    Mortgage rates have hit yet another all-time record low. According to the most recent Freddie Mac Primary Mortgage Market Survey, the 30-year fixed rate fell ...
    Read More
  • Investing, Uncategorized
    June 26, 2020
    by Kurt J. Rossi

    What Shape Will Our Economic Recovery Look Like?

    The economic impacts from the COVID-19 Pandemic have been steeper than initially anticipated. According to the National Bureau of Economic Research (NBER), we officially entered ...
    Read More
  • Insurance
    June 12, 2020
    by Kurt J. Rossi

    What You Need to Know About Life Insurance and COVID-19

    Life insurance is a critical component of financial planning process, especially when loved ones rely on you to help support them financially.  With fears associated ...
    Read More
  • Cash-flow & Budgeting, Investing, Taxes
    May 15, 2020
    by Kurt J. Rossi

    Tax Planning Strategies to Consider in the Post-COVID Economy

    The economic impacts of COVID-19 continue to reverberate through the economy as more and more workers and businesses struggle with the financial impacts.  While many ...
    Read More
  • Retirement
    May 1, 2020
    by Kurt J. Rossi

    Navigating the CARES and SECURE Act IRA Distribution Rule Changes for 2020 and Beyond

    In addition to the various forms of relief aid to individuals and businesses, the nearly $2 trillion Coronavirus Aid, Relief and Economic Security (CARES) Act ...
    Read More
  • Mortgages
    April 17, 2020
    by Kurt J. Rossi

    Coronavirus Mortgage Relief Options to Consider

    With nearly 22 million Americans filing for unemployment benefits in the last four weeks, the financial impact of COVID-19 continues to be felt by millions ...
    Read More
  • Education, Insurance
    April 3, 2020
    by Kurt J. Rossi

    What You Need to Know About the $2 Trillion CARES Act

    The Coronavirus Aid, Relief and Economic Security Act (CARES) creates approximately $2 trillion in relief funding, liquidity, tax breaks and loans for individuals and businesses ...
    Read More
  • Cash-flow & Budgeting, Investing
    March 24, 2020
    by Kurt J. Rossi

    Lessons from Previous Market Declines

    The COVID-19 virus has had far reaching health and economic effects on every citizen of the United States and many countries abroad.  From unprecedented strains ...
    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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