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Home›Author: Kurt J. Rossi (Page 20)

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.

  • Taxes
    April 8, 2016
    by Kurt J. Rossi

    Plan Now To Reduce Future Financial Stress

    Tax season can be a stressful time for taxpayers. From the last minute scramble to compile records to the uncertainty associated with whether unexpected money is ...
    Read More
  • Retirement
    March 24, 2016
    by Kurt J. Rossi

    Top 5 retirement plans for entrepreneurs

    For many entrepreneurs and small business owners, retirement planning is not on the top of the priority list.  Instead, they are often buried in the ...
    Read More
  • Money Mishaps, Relationships & Money
    March 14, 2016
    by Kurt J. Rossi

    Financial mistakes to avoid in divorce

    Divorce can be draining both emotionally and financially for all parties involved.  While no one should stay in a relationship simply because of financial matters, there ...
    Read More
  • Money Mishaps, Taxes
    February 26, 2016
    by Kurt J. Rossi

    7 reasons you could be targeted by an IRS audit

    Nothing strikes fear in the hearts of taxpayers more than a tax audit from the IRS.  While both the number of IRS agents and audits ...
    Read More
  • Investing, Retirement, Taxes
    February 12, 2016
    by Kurt J. Rossi

    IRA Tips for Tax Season

    Individual retirement accounts play a vital role in the retirement plans of many Americans.  In fact, according to the latest figures from the Employee Benefits ...
    Read More
  • Investing, Money Mishaps, Taxes
    January 29, 2016
    by Kurt J. Rossi

    Restricted Stock Unit Misconceptions Can Prove Costly

    Today, fewer companies are offering traditional stock option plans to their employees than ever before.  Instead, companies continue to migrate toward restricted stock units or ...
    Read More
  • Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Retirement
    January 3, 2016
    by Kurt J. Rossi

    6 Smart Money Moves for 2016

    Next to health and wellness, Financial resolutions are usually the next most common goal for the New Year. In fact, a recent survey by GOBanking ...
    Read More
  • Investing
    December 17, 2015
    by Kurt J. Rossi

    The most dangerous risk to your nest egg may be yourself

    The most dangerous risk to your nest egg may be yourself There is no shortage of investment dangers for investors to worry about. From the ...
    Read More
  • Investing, Retirement, Taxes
    December 4, 2015
    by Kurt J. Rossi

    7 year-end tax tips for Individuals

    The holiday season is upon us and tax planning is probably the furthest thing from your mind. For many taxpayers, more time and effort was ...
    Read More
  • Credit & Debt
    November 23, 2015
    by Kurt J. Rossi

    Does it pay to monitor your identity & credit?

    Incidents of identity theft are on the rise.  According to the Federal Trade Commission, approximately 19 people fall victim to identity theft every minute with ...
    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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