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Home›Posts Tagged "Youngbeneficiary"

Tag: Youngbeneficiary

  • Estate Planning, Money Mishaps, Relationships & Money
    April 5, 2024
    by Kurt J. Rossi

    Helping Beneficiaries to Avoid Mistakes with an Inheritance

    Dealing with the loss of a loved one is never easy.  In addition to the emotional challenges of loss, many people are thrust into dealing ...
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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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