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  • Cash Reserves
  • Cash-flow & Budgeting
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Home›Author: Kurt J. Rossi (Page 6)

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-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
  • Investing, Money Mishaps, Real Estate
    November 19, 2021
    by Kurt J. Rossi

    Does House Flipping Work in Today’s Market?

    If you have watched home design networks such as HGTV or DIY recently, you may have noticed the outrageously large number of house flipping shows. ...
    Read More
  • Retirement
    November 5, 2021
    by Kurt J. Rossi

    5 Surprising Retirement Statistics and How to Address Them

    Many hard-working Americans dream of one day reaching financial independence – the time when they are no longer forced to work out of necessity. Unfortunately ...
    Read More
  • Cash-flow & Budgeting, Featured Articles, Retirement, Uncategorized
    October 25, 2021
    by Kurt J. Rossi

    5 Strategies to Feel More Secure About Your Retirement

    Financial success isn’t just about money. Sure, we all wouldn't mind a little more of it but there is much more to living a secure ...
    Read More
  • Cash Reserves, Insurance, Money Mishaps
    September 20, 2021
    by Kurt J. Rossi

    Protect Yourself from Financial Uncertainty That May Impact Your Life

    As we have seen, hurricanes and tropical storms can be unpredictable, with the potential to cause a tremendous amount of physical and financial damage.  Financial ...
    Read More
  • Money Mishaps, Retirement, Taxes
    September 3, 2021
    by Kurt J. Rossi

    How To Avoid The Most Common Mistakes Made by Small Business Owners

    The number of small businesses in the United States continues to rise.  In fact, according to the U.S. Small Business Administration, there are 30.2 million ...
    Read More
  • Retirement, Taxes
    August 20, 2021
    by Kurt J. Rossi

    Is a Roth 401(k) Better than a Traditional 401(k)?

      The number of employers offering a Roth 401(k) option is on the rise.  In fact, a report from The Plan Sponsor Council of America suggests ...
    Read More
  • Estate Planning, Relationships & Money
    August 10, 2021
    by Kurt J. Rossi

    Choosing the Right Executor for Your Estate Plan

    Taking the time to address how your financial affairs will be handled when you are gone can be overwhelming. After all, you are making decisions ...
    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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