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Home›Posts Tagged "Loss of a spouse"

Tag: Loss of a spouse

  • Estate Planning, Relationships & Money, Uncategorized
    January 11, 2021
    by Kurt J. Rossi

    Financial Planning Considerations After the Loss of a Spouse

    Mourning the loss of a spouse can be one of the most difficult things for a person to experience.  In fact, Psychologists Holmes & Rahe ...
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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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