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Home›Author: Kurt J. Rossi (Page 3)

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.

  • Insurance
    June 12, 2020
    by Kurt J. Rossi

    What You Need to Know About Life Insurance and COVID-19

    Life insurance is a critical component of financial planning process, especially when loved ones rely on you to help support them financially.  With fears associated ...
    Read More
  • Cash-flow & Budgeting, Investing, Taxes
    May 15, 2020
    by Kurt J. Rossi

    Tax Planning Strategies to Consider in the Post-COVID Economy

    The economic impacts of COVID-19 continue to reverberate through the economy as more and more workers and businesses struggle with the financial impacts.  While many ...
    Read More
  • Retirement
    May 1, 2020
    by Kurt J. Rossi

    Navigating the CARES and SECURE Act IRA Distribution Rule Changes for 2020 and Beyond

    In addition to the various forms of relief aid to individuals and businesses, the nearly $2 trillion Coronavirus Aid, Relief and Economic Security (CARES) Act ...
    Read More
  • Mortgages
    April 17, 2020
    by Kurt J. Rossi

    Coronavirus Mortgage Relief Options to Consider

    With nearly 22 million Americans filing for unemployment benefits in the last four weeks, the financial impact of COVID-19 continues to be felt by millions ...
    Read More
  • Education, Insurance
    April 3, 2020
    by Kurt J. Rossi

    What You Need to Know About the $2 Trillion CARES Act

    The Coronavirus Aid, Relief and Economic Security Act (CARES) creates approximately $2 trillion in relief funding, liquidity, tax breaks and loans for individuals and businesses ...
    Read More
  • Cash-flow & Budgeting, Investing
    March 24, 2020
    by Kurt J. Rossi

    Lessons from Previous Market Declines

    The COVID-19 virus has had far reaching health and economic effects on every citizen of the United States and many countries abroad.  From unprecedented strains ...
    Read More
  • Investing
    March 10, 2020
    by Kurt J. Rossi

    How to Avoid Portfolio Panic During Difficult Markets

    Until recent Coronavirus fears took hold, the financial markets had continued to march higher in the face of higher valuations and heightened policy and trade ...
    Read More
  • Money Mishaps, Taxes
    February 24, 2020
    by Kurt J. Rossi

    Reducing Your Chances of an IRS Audit in 2020

    Tax season is upon us and both taxpayers and preparers have begun compiling income tax statements in order to meet the upcoming April 15th deadline. ...
    Read More
  • Cash-flow & Budgeting, Credit & Debt, Investing, Taxes, Uncategorized
    February 7, 2020
    by Kurt J. Rossi

    5 SMART WAYS TO INVEST YOUR TAX RETURN

    The Internal Revenue Service expects more than 155 million tax returns to be filled this year with nearly 112 million taxpayers receiving a refund. That’s ...
    Read More
  • Taxes
    January 24, 2020
    by Kurt J. Rossi

    New Tax Law May Help New Jersey Businesses Bypass Limits on SALT Tax Deductions

      The 2017 Federal Tax Cuts and Jobs Act was met with mixed fanfare.  While some businesses and tax payers experienced a reduction in their ...
    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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