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Home›Category: "Education"

Education

  • 4 College Planning Mistakes to Avoid

    Cash-flow & Budgeting, Education
    July 22, 2022
    by Kurt J. Rossi
    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 last 35 years.  While tuition ...
    Read More
  • Recession Signals to Keep an Eye On

    Credit & Debt, Education, Featured Articles, Money Mishaps
    April 8, 2022
    by Kurt J. Rossi
    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 be approaching bubble territory.  Inflationary ...
    Read More
  • Federal Reserve Signals Interest Rates are Moving Higher – What Should You Do About Your ...

    Education, Featured Articles, Mortgages
    January 28, 2022
    by Kurt J. Rossi
    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 Committee expects it will soon ...
    Read More
  • Preparing Your Finances for a New Child

    Cash-flow & Budgeting, Education, Estate Planning, Relationships & Money
    May 28, 2021
    by Kurt J. Rossi
    Welcoming a new child to your family is an exciting and joyous event. After deciding on nursery colors, newborn clothes and a crib, it is time to give some serious ...
    Read More
  • What You Need to Know About the $2 Trillion CARES Act

    Education, Insurance
    April 3, 2020
    by Kurt J. Rossi
    The Coronavirus Aid, Relief and Economic Security Act (CARES) creates approximately $2 trillion in relief funding, liquidity, tax breaks and loans for individuals and businesses that have been affected by ...
    Read More
  • Sweeping Changes to Retirement Savings Rules on Tap for 2020

    Education, Investing, Relationships & Money, Retirement, Uncategorized
    December 31, 2019
    by Kurt J. Rossi
    Congress recently passed one of the most significant changes to retirement savings regulation that has occurred in years.  The “Setting Every Community Up for Retirement Enhancement or “SECURE Act” as ...
    Read More
  • College Planning Strategies for Parents and Students

    Education, Money Mishaps, Relationships & Money, Uncategorized
    September 6, 2019
    by Kurt J. Rossi
      Developing a plan to pay for college is not getting any easier and with the total costs of some colleges expected to exceed $70,000 a year for 2019-2020, choosing ...
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  • Money Apps That Can Help Transform Your Personal Finances

    Cash-flow & Budgeting, Credit & Debt, Education, Money Mishaps
    July 24, 2018
    by Kurt J. Rossi
    The days of balancing checkbooks, organizing receipt piles and using a printing calculator to help manage your finances may all be a thing of the past.  Today, you can find ...
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  • Tax Reform 529 Plans

    Credit & Debt, Education, Taxes
    January 29, 2018
    by Kurt J. Rossi
    New Tax-reform enhances the versatility of 529 education plans Addressing college tuition expenses and ballooning education debt continues to be a challenge for both students and parents.  In fact, according ...
    Read More
  • Can you expect athletic or academic scholarships to be a part of your college funding ...

    Cash-flow & Budgeting, Credit & Debt, Education
    May 11, 2017
    by Kurt J. Rossi
    Determining how to pay for a college education can be one of the most financially challenging decisions a parent or child has to make.  With over $1.3 trillion dollars in outstanding ...
    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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Education = Empowerment!

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