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Bring your Finances to LIFE

  • Cash Reserves
  • Cash-flow & Budgeting
  • Credit & Debt
  • Education
  • Insurance
  • Investing
  • Real Estate
  • Mortgages
  • Money Mishaps
  • Relationships & Money
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Home›Category: "Education" (Page 4)

Education

  • 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 ...
    Read More
  • 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 ...
    Read More
  • 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 ...
    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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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.

Speaking & Media Inquiries: 732-280-7550

Firm site: www.independentwm.com

Education = Empowerment!

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