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 (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, Investing, Taxes
    February 23, 2024
    by Kurt J. Rossi

    Tax Season Update - Strategies for Making the Most of Your Tax Refund

    The Internal Revenue Service expects more than 146 million tax returns to be filed this year, with nearly three out of four taxpayers receiving a ...
    Read More
  • Retirement, Taxes
    February 13, 2024
    by Kurt J. Rossi

    5 Mistakes Small Business Owners Should Avoid

    The number of small businesses in the United States continues to rise.  In fact, according to the U.S. Small Business Administration, there are 33.3 million ...
    Read More
  • Money Mishaps, Relationships & Money, Taxes
    January 26, 2024
    by Kurt J. Rossi

    IRS and Better Business Bureau Warn of More Sophisticated Tax Scammers This Tax Season

    The Internal Revenue Service and the Better Business Bureau continue sounding the alarm on the importance of avoiding the myriad of tax scams and schemes ...
    Read More
  • Uncategorized
    January 12, 2024
    by Kurt J. Rossi

    Important Gifting Rule Changes for 2024

    The annual gift tax exclusion is one of the most misunderstood financial concepts in the financial world.  Changes in estate tax laws on both the ...
    Read More
  • Cash-flow & Budgeting, Estate Planning, Featured Articles, Retirement, Taxes
    December 29, 2023
    by Kurt J. Rossi

    Smart Money Moves for 2024

    From your health to your wealth, New Year’s resolutions can help jump-start your game plan for 2024. While polls often suggest only half of those ...
    Read More
  • Cash-flow & Budgeting, Retirement, Taxes
    October 20, 2023
    by Kurt J. Rossi

    More Americans are Tapping 401(k) Plans – What to know before you take a loan

    The number of 401(k) participants taking distributions from their retirement plan is on the rise. In fact, a recent study from the Transamerica Center for ...
    Read More
  • Education
    October 20, 2023
    by Kurt J. Rossi

    With College Expenses Rising Parents and Students May Need to Rethink Their Approach

    Developing a plan to pay for college is not getting any easier and with the total costs of some colleges expected to exceed $80,000 a ...
    Read More
  • Cash-flow & Budgeting, Education, Relationships & Money, Retirement
    October 6, 2023
    by Kurt J. Rossi

    An Increased Number of Parents are Endangering Retirement to Financially Support Their Adult Children

    Each year, an increased number of baby boomers find themselves financially supporting their adult children in some way - often to the detriment of their ...
    Read More
  • 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
← 1 2 3 4 … 30 →

 

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.

LPL Financial Form CRS

 

 

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