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Home›Author: Kurt J. Rossi (Page 24)

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, Mortgages
    August 27, 2014
    by Kurt J. Rossi

    Mortgage mistakes to avoid

    For most Americans, the purchase of a home is the single largest investment made during their life. In order to make the dream of home ...
    Read More
  • Cash-flow & Budgeting, Credit & Debt, Estate Planning, Insurance, Money Mishaps, Retirement
    August 17, 2014
    by Kurt J. Rossi

    Major money mishaps

    Americans continue to fret about their finances. An increasingly complex financial world coupled with a decrease in financial literacy has caused many people to feel ...
    Read More
  • Cash-flow & Budgeting, Credit & Debt, Money Mishaps
    August 3, 2014
    by Kurt J. Rossi

    Leasing vs. buying a car

    Americans are buying more automobiles than they have in years. In fact, according to J.D. Power and Associates, the auto industry is on track to ...
    Read More
  • Cash Reserves, Cash-flow & Budgeting, Money Mishaps, Mortgages, Real Estate
    July 20, 2014
    by Kurt J. Rossi

    Renting vs. buying a home

    Is it better to rent or buy a home? Home ownership has always been a cornerstone of the “American Dream.” While it is certainly an ...
    Read More
  • Credit & Debt, Money Mishaps, Retirement, Taxes
    July 6, 2014
    by Kurt J. Rossi

    Don't tap retirement funds too soon

    A 401(k) plan should never be viewed as a pre-retirement piggy bank. Unfortunately, more and more savers tap retirement accounts prior to their retirement. In ...
    Read More
  • Estate Planning, Retirement, Taxes
    June 22, 2014
    by Kurt J. Rossi

    N.J. among the worst states to retire in

    Figuring out where your retirement dollars will go furthest just got a little easier. For the first time, the Commerce Department’s Bureau of Economic Analysis ...
    Read More
  • Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Estate Planning, Insurance, Retirement
    June 8, 2014
    by Kurt J. Rossi

    Key strategies for those planning to retire in 2014

    Deciding when to retire may be one of the most important financial decisions that you will make during your life. Walking away from a regular ...
    Read More
  • Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Education
    May 25, 2014
    by Kurt J. Rossi

    Class of 2014 dealing with the realities of graduating in challenging economy

    College graduates may have less to celebrate this year. Between the challenging job market and the elevated levels of debt that many face, it is ...
    Read More
  • Cash-flow & Budgeting, Retirement, Taxes
    May 11, 2014
    by Kurt J. Rossi

    Social Security misconceptions often lead to poor retirement choices

    Retirees continue to lean on Social Security benefits in order to fund retirement. According to the Social Security Administration, it is expected that 38 million ...
    Read More
  • Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Money Mishaps, Mortgages
    April 27, 2014
    by Kurt J. Rossi

    Mortgage mistakes to avoid

    For most Americans, the purchase of a home is the single largest investment made during their life. In order to make the dream of home ...
    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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