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  • Cash Reserves
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Home›Category: "Education" (Page 3)

Education

  • 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 ...
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  • 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 ...
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  • 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retirement accounts before age 59½ can prove costly, usually resulting in a penalty of 10 percent of the amount withdrawn.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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  • Tips for new college grads to tackle financial challenges

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Education, Retirement
    April 28, 2013
    by Kurt J. Rossi
    As college seniors wrap up final exams and prepare for graduation, the realities of life after college begin to set in. From securing a job and addressing student loans to ...
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  • Annual gifting can aid estate planning

    Education, Estate Planning, Taxes
    March 31, 2013
    by Kurt J. Rossi
    The annual gift tax exclusion is a simple yet effective tool for reducing estate taxes. In fact, according to IRS statistics for last year, more than $9 billion dollars was ...
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  • Tackling the college conundrum

    Cash-flow & Budgeting, Credit & Debt, Education, Investing
    April 15, 2012
    by Kurt J. Rossi
    Each spring, students and parents put the finishing touches on their college plans for the fall. After deciding which schools to attend, the next challenge is deciding how to pay ...
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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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Send an email or feel free to call - We will do our best to help. Reach us at

Email: kurt.rossi@independentwm.com or 732-280-7550.

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Education = Empowerment!

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