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Home›Author: Kurt J. Rossi (Page 21)

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, Credit & Debt, Investing, Mortgages, Real Estate, Taxes
    November 8, 2015
    by Kurt J. Rossi

    Should you invest in a second home

    Purchasing a second home is a common goal often heard from clients during the financial planning process.  From a winter retreat in retirement to a ...
    Read More
  • Investing, Taxes
    October 11, 2015
    by Kurt J. Rossi

    Year-end Tax loss harvesting may help reduce tax liability

    2015 has been a turbulent year for the markets.  From concerns about economic slowdowns in China to fears over the Federal Reserve ending their accommodative ...
    Read More
  • Cash-flow & Budgeting, Credit & Debt, Education, Investing, Real Estate, Taxes
    September 27, 2015
    by Kurt J. Rossi

    Raising financially conscious kids in the digital age

    Cash is no longer king – at least not like it was in the past.  According to the Federal Reserve Bank of Boston's most recent ...
    Read More
  • Insurance, Investing, Money Mishaps, Retirement
    September 11, 2015
    by Kurt J. Rossi

    Unclaimed property rates are on the rise

    Do you or members of your family have unclaimed property that is sitting in the hands of the state?  With statistics from the National Association ...
    Read More
  • Investing, Money Mishaps, Retirement
    August 28, 2015
    by Kurt J. Rossi

    Don't let your emotions rule your investments

    The recent slew of negative economic news has sent the financial markets into a tailspin. From China's surprise devaluation of their currency and concerns about ...
    Read More
  • Cash Reserves, Cash-flow & Budgeting, Investing, Retirement
    August 14, 2015
    by Kurt J. Rossi

    Stress-testing your finances may help prepare you for the unexpected

    Each year the Federal Reserve releases the results of financial stress tests on 31 of the largest banks. Popularized in the U.S. during the financial ...
    Read More
  • Retirement, Taxes
    July 31, 2015
    by Kurt J. Rossi

    New Roth conversion strategy may help retirees minimize taxes

    Taking advantage of pre-tax retirement savings within a 401(k) or similar account is a great way to reduce your current taxable income while socking away ...
    Read More
  • Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Money Mishaps, Relationships & Money
    July 17, 2015
    by Kurt J. Rossi

    4 financial issues to address before tying the knot

    Nearly 2.3 million couples will get married this year in the U.S. While we have all heard statistics on the alarming number of marriages that ...
    Read More
  • Insurance, Retirement
    July 2, 2015
    by Kurt J. Rossi

    How do your company benefits stack up?

    As the unemployment rate continues to fall, wages are beginning to rise and for the first time in years, many companies are improving their benefits ...
    Read More
  • Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Estate Planning, Insurance, Investing, Mortgages, Retirement, Taxes
    June 22, 2015
    by Kurt J. Rossi

    5 financial rules of thumb to consider breaking

    Wouldn't it be nice if financial planning was simple and the same financial strategies were applicable to most everyone? Unfortunately, there are no cookie-cutter approaches ...
    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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