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Home›Author: Kurt J. Rossi (Page 5)

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.

  • Retirement, Taxes
    April 5, 2021
    by Kurt J. Rossi

    Cash Balance Plans – How Business Owners Can Supercharge Savings

    According to the U.S Small Business Administration, there are nearly 30.2 million small businesses in the U.S. Unfortunately, only 56 percent offer 401(k) plans and ...
    Read More
  • Investing
    March 23, 2021
    by Kurt J. Rossi

    Portfolio Pitfalls to Avoid

    It’s no simple task to put together and carry out a comprehensive investment plan – especially in the current economy. In fact, the process of ...
    Read More
  • Cash-flow & Budgeting, Relationships & Money
    March 11, 2021
    by Kurt J. Rossi

    How to Prepare your Finances and Your Portfolio for the Unexpected

    Each year the Federal Reserve releases the results of financial stress tests on 31 of the largest banks. Popularized in the U.S. during the financial ...
    Read More
  • Mortgages, Real Estate
    February 22, 2021
    by Kurt J. Rossi

    Important Strategies for First Time Homebuyers in a Red-Hot Market

    Real estate values continue to climb.   Historically interest rates coupled with shrinking housing supplies has caused home values to increase in many markets, especially those ...
    Read More
  • Retirement, Taxes
    February 8, 2021
    by Kurt J. Rossi

    IRA Strategies for Tax Season

    Individual retirement accounts play a vital role in the retirement plans of many Americans.  In fact, according to the latest figures from the Tax Policy ...
    Read More
  • Cash-flow & Budgeting, Estate Planning, Real Estate, Retirement, Taxes
    January 25, 2021
    by Kurt J. Rossi

    Retirement Strategies to Address Higher Costs of Living

    Retiring in a state with a higher cost of living isn’t easy. Elevated income tax and property rates, higher costs of living and excessive estate ...
    Read More
  • Estate Planning, Relationships & Money, Uncategorized
    January 11, 2021
    by Kurt J. Rossi

    Financial Planning Considerations After the Loss of a Spouse

    Mourning the loss of a spouse can be one of the most difficult things for a person to experience.  In fact, Psychologists Holmes & Rahe ...
    Read More
  • Cash-flow & Budgeting, Mortgages, Relationships & Money
    December 28, 2020
    by Kurt J. Rossi

    Smart Money Moves for 2021

    2020 has been an incredibly difficult year for people across the world.  From health concerns related to COVID to impact of the pandemic on the ...
    Read More
  • Cash-flow & Budgeting, Money Mishaps, Retirement
    December 14, 2020
    by Kurt J. Rossi

    The 3 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, Relationships & Money, Taxes
    November 30, 2020
    by Kurt J. Rossi

    6 Mistakes to Avoid When Considering Divorce

    For couples choosing to go their separate ways, divorce can be draining both emotionally and financially for all parties involved.  While it may not make ...
    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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