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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 jiu jitsu.

  • Estate Planning, Investing, Relationships & Money, Retirement
    March 12, 2018
    by Kurt J. Rossi

    Financial Considerations For Age Gap Marriages

    Deciding who to share your life with is usually based upon factors other than retirement planning.  After all, most couples do not begin their relationship ...
    Read More
  • Taxes, Uncategorized
    February 21, 2018
    by Kurt J. Rossi

    New Gift Tax rule applies for 2018

    The annual gift tax exclusion is one of the most misunderstood financial concepts in the financial world.  Changes in estate tax laws on both the ...
    Read More
  • Money Mishaps, Taxes
    February 12, 2018
    by Kurt J. Rossi

    6 IRS audit red flags you cannot overlook

    There are few things taxpayers fear more than an audit letter from the Internal Revenue Service.  Despite the worry an audit can cause, the number ...
    Read More
  • Credit & Debt, Education, Taxes
    January 29, 2018
    by Kurt J. Rossi

    Tax Reform 529 Plans

    New Tax-reform enhances the versatility of 529 education plans Addressing college tuition expenses and ballooning education debt continues to be a challenge for both students ...
    Read More
  • Investing, Taxes
    January 11, 2018
    by Kurt J. Rossi

    What to do if you are missing cost basis information

    As 2017 came to a close, many investors made last minute choices regarding the sale and purchase of various securities.  From tax loss harvesting to ...
    Read More
  • Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Investing, Taxes
    January 3, 2018
    by Kurt J. Rossi

    Smart Money Moves to consider for 2018

      If you find yourself considering resolutions for the New Year, you are not alone.  From health and wellness to a full financial make-over, New ...
    Read More
  • Insurance
    December 14, 2017
    by Kurt J. Rossi

    Avoid the financial challenges that come from too little life insurance

    Losing a loved one can be one of the most challenging things for a family to face.  Unfortunately, many families are thrust into worrying about ...
    Read More
  • Retirement, Taxes
    November 29, 2017
    by Kurt J. Rossi

    Should a Roth 401(k) be a part of your retirement savings plan?

    The number of employers offering a Roth 401(k) option is on the rise.  In fact, a 2017 report from T. Rowe Price Retirement Plan Services ...
    Read More
  • Cash-flow & Budgeting, Credit & Debt, Money Mishaps, Taxes
    November 14, 2017
    by Kurt J. Rossi

    The benefits of choosing a higher payment when financing your next purchase.

    We live in a world of monthly charges.  Not only are conventional expenses like mortgages, auto loans and utilities billed monthly, many businesses have begun ...
    Read More
  • Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Money Mishaps
    October 30, 2017
    by Kurt J. Rossi

    What Washington Redskins QB Kirk Cousins can teach us about the power of living below ...

    Professional athletes often have a reputation for undisciplined spending and financial excess.  While this has been well documented by ESPN and Sports Illustrated who cite ...
    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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