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  • Cash Reserves
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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.

  • Cash Reserves, Cash-flow & Budgeting, Insurance
    May 26, 2026
    by Kurt J. Rossi

    The Importance of Protecting Yourself Against Financial Storms

    As we have seen time and time again, tropical storms and hurricanes can be unpredictable, with the potential to cause both physical and financial damage. ...
    Read More
  • Estate Planning, Money Mishaps, Real Estate
    September 20, 2024
    by Kurt J. Rossi

    Unclaimed Property Reaches $70 Billion – How to Know If You or Your Family Are ...

    Do you or your family members have unclaimed property sitting in the hands of the state?  With statistics from the National Association of Unclaimed Property ...
    Read More
  • Cash-flow & Budgeting, Credit & Debt, Retirement
    May 31, 2024
    by Kurt J. Rossi

    How to Overcome the Three Most Common Financial Regrets

    Our lives are filled with an overwhelming number of financial choices and there are certainly some financial matters most of us might have handled differently ...
    Read More
  • Cash-flow & Budgeting, Taxes
    April 19, 2024
    by Kurt J. Rossi

    Strategies to Boost Your Credit Score

    Americans continue to rely on debt to finance many of their consumer purchases.  In fact, according to the Federal Reserve, the total U.S. outstanding consumer ...
    Read More
  • Estate Planning, Money Mishaps, Relationships & Money
    April 5, 2024
    by Kurt J. Rossi

    Helping Beneficiaries to Avoid Mistakes with an Inheritance

    Dealing with the loss of a loved one is never easy.  In addition to the emotional challenges of loss, many people are thrust into dealing ...
    Read More
  • Retirement
    March 22, 2024
    by Kurt J. Rossi

    Planning to retire in 2024? Key Strategies to Consider

    Deciding when to retire may be one of the most important financial decisions that you will make during your life. Walking away from a regular ...
    Read More
  • Cash-flow & Budgeting, Investing, Taxes
    February 23, 2024
    by Kurt J. Rossi

    Tax Season Update - Strategies for Making the Most of Your Tax Refund

    The Internal Revenue Service expects more than 146 million tax returns to be filed this year, with nearly three out of four taxpayers receiving a ...
    Read More
  • Money Mishaps, Relationships & Money, Taxes
    January 26, 2024
    by Kurt J. Rossi

    IRS and Better Business Bureau Warn of More Sophisticated Tax Scammers This Tax Season

    The Internal Revenue Service and the Better Business Bureau continue sounding the alarm on the importance of avoiding the myriad of tax scams and schemes ...
    Read More
  • Cash-flow & Budgeting, Estate Planning, Featured Articles, Retirement, Taxes
    December 29, 2023
    by Kurt J. Rossi

    Smart Money Moves for 2024

    From your health to your wealth, New Year’s resolutions can help jump-start your game plan for 2024. While polls often suggest only half of those ...
    Read More
  • Cash-flow & Budgeting, Retirement, Taxes
    October 20, 2023
    by Kurt J. Rossi

    More Americans are Tapping 401(k) Plans – What to know before you take a loan

    The number of 401(k) participants taking distributions from their retirement plan is on the rise. In fact, a recent study from the Transamerica Center for ...
    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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