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Home›Author: Kurt J. Rossi (Page 23)

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 Reserves, Insurance, Retirement, Taxes
    January 3, 2015
    by Kurt J. Rossi

    Smart money moves for 2015

    The new year is often used as a time to reflect and establish goals for 2015. From health and wellness to financial and family goals, ...
    Read More
  • Credit & Debt, Mortgages, Real Estate
    December 20, 2014
    by Kurt J. Rossi

    New changes may jump-start mortgage approval process

    Since the end of the financial crisis and subprime mortgage meltdown, obtaining a mortgage has been difficult – to say the least. From increased scrutiny ...
    Read More
  • Cash-flow & Budgeting, Credit & Debt, Money Mishaps
    December 6, 2014
    by Kurt J. Rossi

    How much your holiday debt will really cost you

    With Black Friday and Cyber Monday behind us, the holiday retail season is now in full swing. We have reached that time of year when ...
    Read More
  • Credit & Debt, Education
    November 22, 2014
    by Kurt J. Rossi

    Recent slowdown in pace of college tuition increases a positive sign in education

    The pace of college tuition cost increases is finally slowing – at least in the last two years. According to the College Board’s annual Trends ...
    Read More
  • Cash Reserves, Retirement
    November 8, 2014
    by Kurt J. Rossi

    Small Social Security increase for 2015 highlights need to have a plan B

    The federal government recently announced that Social Security payments will increase in 2015 for the nearly 60 million Americans receiving benefits. The bad news is ...
    Read More
  • Investing, Retirement, Taxes
    October 25, 2014
    by Kurt J. Rossi

    Now is the time for year-end tax planning

    The ideal time to address 2014 tax planning is in – you guessed it – 2014. Unfortunately, many taxpayers wait until the tax preparation months ...
    Read More
  • Cash-flow & Budgeting, Insurance, Relationships & Money
    October 11, 2014
    by Kurt J. Rossi

    How to financially protect your spouse

    When it comes to household finances, it is not uncommon for one spouse to take a more active role. While it is often advisable for ...
    Read More
  • Insurance
    September 27, 2014
    by Kurt J. Rossi

    Open enrollment season may help with skyrocketing health care costs

    It’s that time of year again – open enrollment season. From employee health benefits to Medicare and health insurance purchased through the Affordable Care Act ...
    Read More
  • Cash Reserves, Credit & Debt, Investing, Retirement
    September 13, 2014
    by Kurt J. Rossi

    Millennials invest more conservatively than retirees

    Despite the technological gap and years between them, young people today have something in common with their grandparents that may surprise you: They invest like ...
    Read More
  • Estate Planning, Taxes
    September 2, 2014
    by Kurt J. Rossi

    Death and taxes - Understanding how 'step-up in basis' works

    It is often said the only certainties in life are death and taxes. Thanks to estate and inheritance tax, it is not uncommon for them ...
    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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