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Home›Posts Tagged "Unclaimed property"

Tag: Unclaimed property

  • Estate Planning, Money Mishaps, Real Estate
    September 20, 2024
    by Kurt J. Rossi

    Unclaimed Property Reaches $70 Billion – How to Know If You or Your Family Are ...

    Do you or your family members have unclaimed property sitting in the hands of the state?  With statistics from the National Association of Unclaimed Property ...
    Read More
  • Estate Planning, Investing, Real Estate
    July 23, 2021
    by Kurt J. Rossi

    Unclaimed Property Reaches a Record $58 Billion – How to Know If You or Your ...

    Do you or members of your family have unclaimed property that is sitting in the hands of the state?  With statistics from the National Association ...
    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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