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Home›Category: "Retirement" (Page 10)

Retirement

  • Money moves for 2012

    Cash Reserves, Cash-flow & Budgeting, Credit & Debt, Mortgages, Retirement
    January 8, 2012
    by Kurt J. Rossi
    The New Year is a time to take a step back, reflect on the past year and consider what can be done to improve the future. In addition to typical ...
    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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