Top Menu

  • Learn more about Kurt

Main Menu

  • Cash Reserves
  • Cash-flow & Budgeting
  • Credit & Debt
  • Education
  • Insurance
  • Investing
  • Real Estate
  • Mortgages
  • Money Mishaps
  • Relationships & Money
  • Retirement
  • Estate Planning
  • Taxes
  • Learn more about Kurt
logo

Bring your Finances to LIFE

  • Cash Reserves
  • Cash-flow & Budgeting
  • Credit & Debt
  • Education
  • Insurance
  • Investing
  • Real Estate
  • Mortgages
  • Money Mishaps
  • Relationships & Money
  • Retirement
  • Estate Planning
  • Taxes
Home›Author: Kurt J. Rossi (Page 28)

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, Relationships & Money
    February 17, 2013
    by Kurt J. Rossi

    Facing money issues could save your marriage

    Attitudes about money and finances can create significant problems within many marriages and relationships. In fact, according to a recent study by Money magazine, 84 ...
    Read More
  • Investing
    January 20, 2013
    by Kurt J. Rossi

    Avoiding portfolio pitfalls the key to successful investing

    It’s no simple task to put together and carry out a comprehensive investment plan. In fact, the process of matching a portfolio to the current ...
    Read More
  • Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Mortgages, Real Estate
    January 6, 2013
    by Kurt J. Rossi

    New Year’s a good time to review financial game plan

    The arrival of the new year brings both opportunities and financial concerns. Despite the uncertainties that exist, having a solid financial game plan may help ...
    Read More
  • Retirement, Taxes
    January 1, 2013
    by Kurt J. Rossi

    In search of tax friendly states for retirees

    For many retirees, retirement is a bit more challenging than they thought. Interest rates have been low, investment returns have been volatile and health-care costs ...
    Read More
  • Retirement, Taxes
    December 23, 2012
    by Kurt J. Rossi

    Five last-minute financial moves before 2012 ends

    There is still time to take advantage of last-minute financial planning opportunities before 2012 comes to a close. While you will have to act fast, ...
    Read More
  • Taxes
    December 9, 2012
    by Kurt J. Rossi

    Holiday donations help giver and receiver

    The holidays are a time when people think of those less fortunate. Many are coming together this season to help those in need, such as ...
    Read More
  • Real Estate, Taxes
    November 25, 2012
    by Kurt J. Rossi

    Explore property tax reassessment to counter Hurricane Sandy damage

    The damage associated with Hurricane Sandy has caused property values in many parts of the state to decline substantially. Despite lower values, many homeowners will ...
    Read More
  • Insurance, Real Estate, Taxes
    November 11, 2012
    by Kurt J. Rossi

    Hurricane Sandy may qualify you for a tax deduction

    Sandy may be the most expensive hurricane in United States history. According to economists at Moody’s Analytics, losses are estimated to be near $50 billion ...
    Read More
  • Insurance, Investing, Taxes
    October 28, 2012
    by Kurt J. Rossi

    How the presidential election may affect the fragile economy

    The upcoming U.S. presidential election may have significant effects on our already fragile economy. Tax law changes, spending cuts, health care reform and the “fiscal ...
    Read More
  • Cash-flow & Budgeting, Credit & Debt, Insurance
    October 14, 2012
    by Kurt J. Rossi

    Life insurance worth the price, effort

    From funeral costs and paying down debt to replacing income and educating children, the bills add up for a family dealing with the loss of ...
    Read More
← 1 … 26 27 28 29 30 →

 

Searching for a specific topic? Try our search bar…

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.

Join Our Financial Empowerment Newsletter

* indicates required

Post Categories

Ready to take your finances to the next level?

Do you have a money question that you need answered?

Send an email or feel free to call - We will do our best to help. Reach us at

Email: kurt.rossi@independentwm.com or 732-280-7550.

Speaking & Media Inquiries: 732-280-7550

Firm site: www.independentwm.com

Education = Empowerment!

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, DE, FL, GA, IL, IN, LA, MA, MD, MN, NC, NJ, OH, PA, RI, SC, VA.

LPL Financial Form CRS

 

 

  • HomePage
  • About us
© Copyright Bring Your Finances to Life. All rights reserved.