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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.

  • Credit & Debt, Education, Featured Articles, Money Mishaps
    April 8, 2022
    by Kurt J. Rossi

    Recession Signals to Keep an Eye On

    We are currently in the midst of increasing economic uncertainty and volatility.  As a result, some analysts believe that some sectors of the economy may ...
    Read More
  • Cash-flow & Budgeting, Money Mishaps, Relationships & Money
    March 25, 2022
    by Kurt J. Rossi

    How to Prioritize Your Financial Life

    In financial planning, we are taught to “plan” our finances around an uncertain future.  While planning for the future and being a good steward of ...
    Read More
  • Featured Articles, Money Mishaps, Taxes, Uncategorized
    March 11, 2022
    by Kurt J. Rossi

    Tax Scams are on the Rise This Tax Season

    The Internal Revenue Service has continued to warn taxpayers about the importance of avoiding the myriad of tax scams and schemes this tax season.  According ...
    Read More
  • Cash-flow & Budgeting, Featured Articles, Investing, Money Mishaps
    February 25, 2022
    by Kurt J. Rossi

    How To Avoid Emotional Investment Mistakes During Difficult Markets

    Until the tragic developments in Ukraine, the financial markets had continued to march higher in the face of higher valuations, heightened policy uncertainty and inflationary ...
    Read More
  • Cash-flow & Budgeting, Credit & Debt, Taxes
    February 11, 2022
    by Kurt J. Rossi

    5 Wise Ways to Use Your Tax Refund

    The Internal Revenue Service kicked off their tax season back on January 24th and expect more than 160 million tax returns to be filled this ...
    Read More
  • Education, Featured Articles, Mortgages
    January 28, 2022
    by Kurt J. Rossi

    Federal Reserve Signals Interest Rates are Moving Higher – What Should You Do About Your ...

    The Federal Reserve hinted that a rate hike may be coming in March.  “With inflation well above 2 percent and a strong labor market, the ...
    Read More
  • Cash-flow & Budgeting, Featured Articles, Investing
    January 14, 2022
    by Kurt J. Rossi

    Smart Money Moves for 2022

    Next to health and wellness, financial resolutions are usually the next most common goal for the New Year. According to the Fidelity Investments 2022 New ...
    Read More
  • Cash-flow & Budgeting, Credit & Debt, Money Mishaps
    December 31, 2021
    by Kurt J. Rossi

    Don’t Let Holiday Spending Derail Your Financial Goals

    We have reached that time of year when retailers finally go into the black and become profitable while many Americans go into the red, having ...
    Read More
  • Cash-flow & Budgeting, Estate Planning, Insurance, Relationships & Money, Retirement
    December 17, 2021
    by Kurt J. Rossi

    Money Moves to Make at Every Age (Part 2: 50s & Beyond)

    This is the second of a two-part series on the financial moves that should be considered at various pivotal points in your life. After reviewing ...
    Read More
  • Cash Reserves, Featured Articles, Investing, Relationships & Money
    December 6, 2021
    by Kurt J. Rossi

    Money Moves to Make At Every Age (Part 1)

    Life is a journey filled with financial choices that ultimately shape your future.  While money may be important to many, it is simply a tool ...
    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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