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Home›Author: Kurt J. Rossi (Page 27)

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.

  • Retirement, Taxes
    July 21, 2013
    by Kurt J. Rossi

    401(k) loans cost more than you think

    The number of 401(k) participants taking a loan against their retirement plan is on the rise. In fact, according to a survey by Wells Fargo, ...
    Read More
  • Cash-flow & Budgeting, Credit & Debt, Education, Investing, Taxes
    July 7, 2013
    by Kurt J. Rossi

    Improving your child's financial literacy

    Younger generations face an uphill financial battle and federal agencies have begun to take notice. Recently, the U.S. Consumer Financial Protection Bureau outlined recommendations for ...
    Read More
  • Mortgages, Real Estate
    June 23, 2013
    by Kurt J. Rossi

    Will mortgage rate increases derail the housing recovery?

    The housing market has been on a tear lately. In fact, according to last month’s S&P/Case-Shiller index, a closely watched gauge of national home prices, ...
    Read More
  • Education, Taxes
    June 9, 2013
    by Kurt J. Rossi

    Tough choices for funding college tuition

    With tuition costs increasing significantly each year, paying for college gets further out of reach for most parents. Public or state institutions often provided a ...
    Read More
  • Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Insurance, Retirement
    May 26, 2013
    by Kurt J. Rossi

    Signs you may not be ready to retire

    Determining the right time to retire is no easy task. With far-reaching financial and emotional effects, the retirement decision is one of the most critical ...
    Read More
  • Cash Reserves, Cash-flow & Budgeting, Insurance, Investing, Mortgages, Real Estate
    May 12, 2013
    by Kurt J. Rossi

    Now may be a great time to consider rental property purchase

    Now may be a great time to look at purchasing a rental property. With interest rates near all-time lows, improving supply and demand dynamics and ...
    Read More
  • Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Education, Retirement
    April 28, 2013
    by Kurt J. Rossi

    Tips for new college grads to tackle financial challenges

    As college seniors wrap up final exams and prepare for graduation, the realities of life after college begin to set in. From securing a job ...
    Read More
  • Taxes
    April 14, 2013
    by Kurt J. Rossi

    Major differences exist between state and federal taxes

    With the tax-filing deadline upon us, taxpayers are putting the finishing touches on their returns. While most filers make every attempt to complete their returns ...
    Read More
  • Education, Estate Planning, Taxes
    March 31, 2013
    by Kurt J. Rossi

    Annual gifting can aid estate planning

    The annual gift tax exclusion is a simple yet effective tool for reducing estate taxes. In fact, according to IRS statistics for last year, more ...
    Read More
  • Cash-flow & Budgeting, Money Mishaps, Taxes
    March 3, 2013
    by Kurt J. Rossi

    Red flags may prompt IRS audit

    In an effort to increase revenue and combat tax fraud, the federal government actively audits returns. While the overall audit rate for individual returns is ...
    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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