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Home›Author: Kurt J. Rossi (Page 25)

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.

  • Credit & Debt, Education, Investing, Taxes
    April 13, 2014
    by Kurt J. Rossi

    529 plan powerful tool in college savings

    Too many options make selecting the right 529 plan a challenge for parents. Sky-high college tuition costs continue to be a significant roadblock for parents ...
    Read More
  • Credit & Debt, Estate Planning, Taxes
    March 30, 2014
    by Kurt J. Rossi

    How to choose the right executor for your estate

    Taking the time to address how your financial affairs will be handled when you are gone can be overwhelming. After all, you are making decisions ...
    Read More
  • Education, Money Mishaps, Mortgages, Taxes
    March 16, 2014
    by Kurt J. Rossi

    Missing overlooked deductions can be costly

    Each year, the complexities of our tax code cause many taxpayers to leave money on the table when filing their returns. As they say, you ...
    Read More
  • Cash-flow & Budgeting, Credit & Debt, Money Mishaps, Retirement, Taxes
    March 2, 2014
    by Kurt J. Rossi

    Avoid costly mistakes with sudden wealth

    The winner of last week’s Powerball lottery took home a cool $425 million dollars (before taxes of course). While most of us might not expect ...
    Read More
  • Investing, Retirement, Taxes
    February 22, 2014
    by Kurt J. Rossi

    Small business retirement plans attractive for employees and employer

    As our economy slowly improves, many small businesses have begun to see light at the end of the economic tunnel and are more optimistic about ...
    Read More
  • Cash-flow & Budgeting, Money Mishaps, Taxes
    February 16, 2014
    by Kurt J. Rossi

    Reduce your chances of an audit

    Tax season is upon us and both taxpayers and preparers have begun compiling income tax statements in order to meet the upcoming April 15 deadline. ...
    Read More
  • Cash-flow & Budgeting, Credit & Debt, Money Mishaps
    February 3, 2014
    by Kurt J. Rossi

    Managing your own personal debt ceiling

    With the United States officially reaching its debt ceiling limit of $16.4 trillion, Congress has been working to allow the Treasury Department to borrow new ...
    Read More
  • Cash Reserves, Cash-flow & Budgeting, Education, Estate Planning, Insurance
    January 19, 2014
    by Kurt J. Rossi

    Prepare financially for a new child

    Welcoming a new child to your family is an exciting and joyous event. After deciding on nursery colors, newborn clothes and a crib, it is ...
    Read More
  • Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Estate Planning, Investing, Taxes
    January 5, 2014
    by Kurt J. Rossi

    Money moves for 2014

    From your health to your wealth, New Year’s resolutions can help jump-start your game plan for 2014. While a recent CBS News poll suggests only ...
    Read More
  • Cash-flow & Budgeting, Credit & Debt, Money Mishaps
    December 22, 2013
    by Kurt J. Rossi

    Don't let the holidays ruin your credit

    For many retailers, the holiday season is the first time during the year when they become profitable. For consumers on the other hand, the holidays ...
    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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Firm site: www.independentwm.com

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