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Bring your Finances to LIFE

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Home›Posts Tagged "Social security"

Tag: Social security

  • Cash-flow & Budgeting, Retirement, Taxes
    September 8, 2023
    by Kurt J. Rossi

    Overcoming Common Retirement Misconceptions

    Are you “retirement-ready”? Many people dream of a retirement filled with time spent traveling, enjoying hobbies and making lasting memories with family. However, it is ...
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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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