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Home›Posts Tagged "adult children"

Tag: adult children

  • Estate Planning, Money Mishaps, Relationships & Money
    January 27, 2023
    by Kurt J. Rossi

    How to Help Aging Parents with Financial Management

    Next to politics, money is often the last topic that people want to discuss openly – especially when you are speaking to family.  The sensitivity ...
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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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