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Home›Posts Tagged "CARES act"

Tag: CARES act

  • Retirement
    May 1, 2020
    by Kurt J. Rossi

    Navigating the CARES and SECURE Act IRA Distribution Rule Changes for 2020 and Beyond

    In addition to the various forms of relief aid to individuals and businesses, the nearly $2 trillion Coronavirus Aid, Relief and Economic Security (CARES) Act ...
    Read More
  • Mortgages
    April 17, 2020
    by Kurt J. Rossi

    Coronavirus Mortgage Relief Options to Consider

    With nearly 22 million Americans filing for unemployment benefits in the last four weeks, the financial impact of COVID-19 continues to be felt by millions ...
    Read More
  • Education, Insurance
    April 3, 2020
    by Kurt J. Rossi

    What You Need to Know About the $2 Trillion CARES Act

    The Coronavirus Aid, Relief and Economic Security Act (CARES) creates approximately $2 trillion in relief funding, liquidity, tax breaks and loans for individuals and businesses ...
    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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