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Home›Posts Tagged "Money and aging"

Tag: Money and aging

  • Cash Reserves, Featured Articles, Investing, Relationships & Money
    December 6, 2021
    by Kurt J. Rossi

    Money Moves to Make At Every Age (Part 1)

    Life is a journey filled with financial choices that ultimately shape your future.  While money may be important to many, it is simply a tool ...
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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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