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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.

  • Investing, Retirement
    March 18, 2012
    by Kurt J. Rossi

    Financial Focus: Shedding light on 401(k) fees

    A new era in fee disclosure is about to begin in the 401(k) industry. New regulations implemented this year by the U.S. Department of Labor ...
    Read More
  • Insurance, Mortgages, Taxes
    February 19, 2012
    by Kurt J. Rossi

    Looking twice at tax deductions

    At more than 16,845 pages long and ever-changing, the U.S tax code is one of the most difficult documents for the average American to understand. ...
    Read More
  • Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Mortgages, Retirement
    January 8, 2012
    by Kurt J. Rossi

    Money moves for 2012

    The New Year is a time to take a step back, reflect on the past year and consider what can be done to improve the ...
    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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