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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, Cash-flow & Budgeting, Credit & Debt, Retirement
    June 24, 2012
    by Kurt J. Rossi

    How to stretch a dollar

    Who wouldn’t like their funds to go further? From increasing savings to paying down debt, additional cash flow can be a real game-changer. Unfortunately, the ...
    Read More
  • Cash Reserves, Cash-flow & Budgeting, Insurance, Retirement, Taxes
    June 10, 2012
    by Kurt J. Rossi

    Getting ready for retirement

    Are you “retirement-ready”? Many people dream of a retirement filled with time spent traveling, enjoying hobbies and making lasting memories with family. However, the realities ...
    Read More
  • Estate Planning, Investing, Retirement, Taxes
    May 27, 2012
    by Kurt J. Rossi

    How to invest if tax rates increase

    The fiscal cliff is right around the corner. The combination of tax increases and spending cuts which are currently scheduled to occur at the beginning ...
    Read More
  • Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Real Estate
    May 13, 2012
    by Kurt J. Rossi

    It may be time to buy real estate

    Real estate may be one of the most attractive investment opportunities today. With mortgage rates near all-time lows and national real estate values down more ...
    Read More
  • Cash-flow & Budgeting, Credit & Debt
    April 29, 2012
    by Kurt J. Rossi

    Strategies to improve your credit score

    A solid credit score is essential as you navigate through your financial life. From obtaining mortgages, auto loans and credit cards to background checks from ...
    Read More
  • Cash-flow & Budgeting, Credit & Debt, Education, Investing
    April 15, 2012
    by Kurt J. Rossi

    Tackling the college conundrum

    Each spring, students and parents put the finishing touches on their college plans for the fall. After deciding which schools to attend, the next challenge ...
    Read More
  • Investing, Retirement, Taxes
    April 1, 2012
    by Kurt J. Rossi

    Rebalancing after the stock rally

    Despite the uncertainties in Europe and the sluggish U.S. economy, the U.S. stock market has seen a dramatic move upward since October of last year. ...
    Read More
  • 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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Email: kurt.rossi@independentwm.com or 732-280-7550.

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