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Home›Category: "Education" (Page 3)

Education

  • 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 ...
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  • Class of 2014 dealing with the realities of graduating in challenging economy

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Education
    May 25, 2014
    by Kurt J. Rossi
    College graduates may have less to celebrate this year. Between the challenging job market and the elevated levels of debt that many face, it is easy to see how it ...
    Read More
  • 529 plan powerful tool in college savings

    Credit & Debt, Education, Investing, Taxes
    April 13, 2014
    by Kurt J. Rossi
    Too many options make selecting the right 529 plan a challenge for parents. Sky-high college tuition costs continue to be a significant roadblock for parents hoping to provide a college ...
    Read More
  • Missing overlooked deductions can be costly

    Education, Money Mishaps, Mortgages, Taxes
    March 16, 2014
    by Kurt J. Rossi
    Each year, the complexities of our tax code cause many taxpayers to leave money on the table when filing their returns. As they say, you must pay taxes but you ...
    Read More
  • Prepare financially for a new child

    Cash Reserves, Cash-flow & Budgeting, Education, Estate Planning, Insurance
    January 19, 2014
    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
  • Retirement account penalties can be costly

    Cash-flow & Budgeting, Credit & Debt, Education, Insurance, Real Estate, Retirement, Taxes
    December 8, 2013
    by Kurt J. Rossi
    Accessing retirement accounts before age 59½ can prove costly, usually resulting in a penalty of 10 percent of the amount withdrawn. While many savers do not intend to tap into ...
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  • Improving your child's financial literacy

    Cash-flow & Budgeting, Credit & Debt, Education, Investing, Taxes
    July 7, 2013
    by Kurt J. Rossi
    Younger generations face an uphill financial battle and federal agencies have begun to take notice. Recently, the U.S. Consumer Financial Protection Bureau outlined recommendations for financial education for grades K-12. ...
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  • Tough choices for funding college tuition

    Education, Taxes
    June 9, 2013
    by Kurt J. Rossi
    With tuition costs increasing significantly each year, paying for college gets further out of reach for most parents. Public or state institutions often provided a more affordable alternative to private ...
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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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