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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: "Uncategorized" (Page 4)

Uncategorized

  • Auto Leasing VS Buying

    Cash-flow & Budgeting, Investing, Uncategorized
    April 9, 2018
    by Kurt J. Rossi
    Should you purchase or lease your next vehicle? Auto buyers often have preconceived notions about whether it is better to lease or buy a vehicle. While there has never been ...
    Read More
  • New Gift Tax rule applies for 2018

    Taxes, Uncategorized
    February 21, 2018
    by Kurt J. Rossi
    The annual gift tax exclusion is one of the most misunderstood financial concepts in the financial world.  Changes in estate tax laws on both the federal and state level have ...
    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
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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.

Speaking & Media Inquiries: 732-280-7550

Firm site: www.independentwm.com

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