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Home›Category: "Education" (Page 2)

Education

  • Overlooked Tax Breaks You Can't Afford To Miss

    Credit & Debt, Education, Taxes
    February 24, 2017
    by Kurt J. Rossi
    Each year, Americans continue to overlook tax breaks that may have put money back in their pocket.  While many taxpayers would prefer to pay the IRS as little as possible, ...
    Read More
  • Overcoming the 3 Biggest Financial Regrets

    Cash Reserves, Credit & Debt, Education, Money Mishaps, Retirement
    December 16, 2016
    by Kurt J. Rossi
    Life is filled with an overwhelming number of financial choices.  Like many decisions in life, there are certainly some financial matters we might have handled differently.  In fact, financial regret ...
    Read More
  • Simplifying the gifting process

    Education, Estate Planning, Retirement, Taxes
    December 6, 2016
    by Kurt J. Rossi
    Despite its perceived simplicity, gifting remains one of the most misunderstood financial concepts. Confusion in this area has led to under-utilization and potentially higher taxes owed by taxpayers each year.  ...
    Read More
  • 4 Major Mistakes Parents Make When Planning For College

    Cash-flow & Budgeting, Education, Retirement, Taxes
    August 26, 2016
    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.  (The last ...
    Read More
  • Money moves to make at every age – part 1

    Cash-flow & Budgeting, Credit & Debt, Education, Insurance, Money Mishaps, Mortgages, Retirement
    June 17, 2016
    by Kurt J. Rossi
    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 to help people focus on ...
    Read More
  • Surprising Facts About The Financial Health Of Americans And What You Can Learn From It

    Credit & Debt, Education, Retirement
    June 3, 2016
    by Kurt J. Rossi
    The financial health of many Americans is more surprising than you may think.  While personal finances in this country have improved in the last few years, the recently released Federal ...
    Read More
  • Raising financially conscious kids in the digital age

    Cash-flow & Budgeting, Credit & Debt, Education, Investing, Real Estate, Taxes
    September 27, 2015
    by Kurt J. Rossi
    Cash is no longer king – at least not like it was in the past.  According to the Federal Reserve Bank of Boston's most recent report of Consumer Payment Choice, ...
    Read More
  • Despite improving job market, challenges still lie ahead for Class of 2015

    Credit & Debt, Education, Investing, Retirement
    May 19, 2015
    by Kurt J. Rossi
    A new batch of graduates will soon begin the difficult transition from college student to becoming self-sufficient. From securing employment that pays well enough to address student loan debt to ...
    Read More
  • 7 financially savvy ways to use your tax refund

    Cash Reserves, Credit & Debt, Education, Taxes, Uncategorized
    March 13, 2015
    by Kurt J. Rossi
    Year after year, taxpayers continue to overpay the Internal Revenue Service. In fact, statistics from the IRS show that almost 80 percent of U.S tax filers receive a refund check ...
    Read More
  • Recent slowdown in pace of college tuition increases a positive sign in education

    Credit & Debt, Education
    November 22, 2014
    by Kurt J. Rossi
    The pace of college tuition cost increases is finally slowing – at least in the last two years. According to the College Board’s annual Trends in College Prices report, the ...
    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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