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Home›Category: "Education"

Education

  • With College Expenses Rising Parents and Students May Need to Rethink Their Approach

    Education
    October 20, 2023
    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 $80,000 a year for 2023-2024, choosing the ...
    Read More
  • An Increased Number of Parents are Endangering Retirement to Financially Support Their Adult Children

    Cash-flow & Budgeting, Education, Relationships & Money, Retirement
    October 6, 2023
    by Kurt J. Rossi
    Each year, an increased number of baby boomers find themselves financially supporting their adult children in some way - often to the detriment of their own financial goals.  A recent ...
    Read More
  • 9 Of the Biggest Financial Mistakes to Avoid

    Cash-flow & Budgeting, Education, Estate Planning, Featured Articles, Insurance, Money Mishaps, Retirement
    May 19, 2023
    by Kurt J. Rossi
    Americans continue to worry about their finances. An increasingly complex financial world coupled with a decrease in financial literacy has caused many people to feel less confident about their financial future.  ...
    Read More
  • 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 ...
    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

Education = Empowerment!

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