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Home›Author: Kurt J. Rossi (Page 4)

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, Featured Articles, Investing, Money Mishaps
    December 30, 2022
    by Kurt J. Rossi

    Smart Money Moves for 2023

    2022 has been a financially challenging year for many Americans.  From peaking inflation and the challenges of higher living expenses to increasing interest rates and ...
    Read More
  • Cash-flow & Budgeting, Investing, Taxes
    December 2, 2022
    by Kurt J. Rossi

    Year-End Tax Loss Harvesting May Help Reduce Tax Liability

    2022 has been a turbulent year for the markets.  From concerns about inflation and Federal Reserve rate hikes to fears over an economic slowdown and ...
    Read More
  • Estate Planning, Relationships & Money, Taxes
    October 21, 2022
    by Kurt J. Rossi

    New Gift Tax Rule Will Apply For 2023

    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
  • Cash-flow & Budgeting, Money Mishaps, Retirement
    October 7, 2022
    by Kurt J. Rossi

    Key Personal Finance Statistics You Should Know (But Probably Don’t)

    Do you know your numbers?  When it comes to finances, people often spend more time researching what they will purchase with their money than they ...
    Read More
  • Mortgages, Real Estate
    August 26, 2022
    by Kurt J. Rossi

    Renting versus Buying in Today’s Housing Market

      Home ownership has always been a cornerstone of the “American Dream.” While it is certainly an accomplishment worth striving to achieve, it may not ...
    Read More
  • Cash-flow & Budgeting, Money Mishaps
    August 5, 2022
    by Kurt J. Rossi

    Mega Millions Jackpot Highlights the Importance of Managing Sudden Wealth Events

    The giant Mega Millions lottery jackpot of $1.34 billion dollars was recently won in Illinois.  Rather than receiving annual payments over 30 years, the winner ...
    Read More
  • Cash-flow & Budgeting, Education
    July 22, 2022
    by Kurt J. Rossi

    4 College Planning Mistakes to Avoid

    College costs continue to rise each and every year.  In fact, according to statistics from the College Board, college costs have grown exponentially over the ...
    Read More
  • Cash Reserves, Cash-flow & Budgeting, Investing
    July 1, 2022
    by Kurt J. Rossi

    With Interest Rates On The Rise, It May Be Time to Review Your Investment Strategy ...

    Now may be a great time to consider revisiting how you are investing your rainy-day fund.  After years of holding short term interest rates at ...
    Read More
  • Cash-flow & Budgeting, Featured Articles, Money Mishaps
    June 16, 2022
    by Kurt J. Rossi

    Address Economic Uncertainty with Defensive Financial Planning

    As the impacts of inflation continue to ripple across the economy, more and more financial analysts are increasing the odds of a recession.  With some ...
    Read More
  • Cash Reserves, Cash-flow & Budgeting, Money Mishaps, Retirement
    June 3, 2022
    by Kurt J. Rossi

    How To Avoid Running Out of Money in Retirement

    Running out of money in retirement continues to be a major concern for many Americans.  In fact, a recent report from AIG Life & Retirement ...
    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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