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Navigating the Collegiate Journey: Your Financial Compass
More than a dream For many families, the dream of a higher education for their loved ones is a powerful motivator. I can remember those...

Constantine J Kitrinos, CPFA
Jun 45 min read
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End-of-Life Support Co-Pilot with Compassion
The Dreaded Talk It's a conversation many of us shy away from or simply run away whenever the topic comes up. Although not easy by any...

Constantine J Kitrinos, CPFA
Jun 24 min read
27
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LPL's Commentary End March 25'
If you haven't checked out my PennyWise Financial Podcast, watch a clip from a recent episode where I bring on Faith-Based Guru and...

Constantine J Kitrinos, CPFA
Apr 81 min read
99
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Navigating the Tariff Tightrope: Understanding the Market Impact
What's shaking up Wall Street lately – if you're reading this you have probably already read several articles, watched tv programs and...

Constantine J Kitrinos, CPFA
Apr 811 min read
103
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Give me a Quarter and I'll tell you your future; well, maybe
It's an exciting time to be an investor, with opportunities across various asset classes. Does that mean coupons are flying around with...

Constantine J Kitrinos, CPFA
Feb 286 min read
132
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Frugal February
February Financial Boost: Your Path to a Prosperous Year Hey everyone! As we kick off a new year, I want to share a powerful strategy to...

Constantine J Kitrinos, CPFA
Feb 103 min read
147
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Congratulations to the Philadelphia Eagles on their Super Bowl LVII victory!
Historical Facts for Eagles Fans: The Philadelphia Eagles have a rich history dating back to 1933. The team has won three Super Bowls...

Constantine J Kitrinos, CPFA
Feb 103 min read
144
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Navigating Change with Faith
A Biblical Perspective on the New Presidency and Your Investments As we welcome a new president into office, many of us are filled with a...

David T Georgiev, MBA, CKA
Feb 24 min read
155
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Yes - we are absolutely hiring!
Join Our Team: Exciting Opportunity for an Operational Specialist at Monarch Wealth Management! Are you ready to embark on a rewarding...

Constantine J Kitrinos, CPFA
Jan 232 min read
178
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Happiness beyond loss
Unfortunately, we all encounter the loss of a loved one, but there is hope. I promise! It might seem like you'll never be the same again...

Constantine J Kitrinos, CPFA
Jan 236 min read
169
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Start the New Year Right: Financial Tips to Boost Your Wealth in 2025
As we bid farewell to 2024 and welcome 2025, it's the perfect time to reflect on our "Life Goals" and set new resolutions that could enhance

Constantine J Kitrinos, CPFA
Jan 17 min read
326
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Is Your Business Protected? The Importance of Having a Comprehensive Protection Plan
As a seasoned financial professional working with business owners, I’ve seen firsthand the devastating impact of a poorly planned business e

Constantine J Kitrinos, CPFA
Nov 22, 20244 min read
245
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Diversify in Life
Defeating Goliath: Aligning Finances with Your Faith Believe it or not, the Bible talks about diversified investments! Ecclesiastes 11:2...

David T Georgiev, MBA, CKA
Jul 19, 20243 min read
395
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Now hiring!
The gem you didn't know about until now Company Description Monarch Wealth Management, LLC is a financial firm located in Brighton, NY....

Constantine J Kitrinos, CPFA
Jun 20, 20242 min read
520
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Keep more of what you make: Don't allow the tail to wag the dog
The gem you didn't know about until now Direct indexing is an investment strategy that lets you replicate the performance of a market...

Constantine J Kitrinos, CPFA
Jun 10, 20244 min read
432
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New Rules! A Guide to Converting Your 529 Plan to a Roth IRA
Spare change is a beautiful thing, but this is a different type of change. The SECURE 2.0 Act, enacted in December 2022, brought exciting...

Constantine J Kitrinos, CPFA
May 14, 20244 min read
471
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Tools of Success: The Impact of Small Changes in Workplace Efficiency"
From Renovation to Rejuvenation: Why Preparedness is the Key to Financial Success. It's the "little" things that matter. Just like a...

Constantine J Kitrinos, CPFA
May 14, 20244 min read
462
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Taming the Tide: Strategies to Conquer Debt in a High-Interest Rate Environment
The winds of economic change have shifted, and for many of us, that means facing a new reality: high interest rates. Ready or not,...

Constantine J Kitrinos, CPFA
May 13, 20244 min read
463
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Beyond Tacos and Tequila: The True Meaning of Cinco de Mayo
¡Olé! But Do You Know Why We Celebrate Cinco de Mayo? Fiesta flags, vibrant decorations, and the sounds of mariachi music fill the air –...

Constantine J Kitrinos, CPFA
May 5, 20243 min read
473
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Holding On or Letting Go: Lessons from the Ageless Family Christmas Tree (and Your Investment Portfolio)
If you were to visit my house sometime soon you might think it's still December. Never mind the gray skies, cold weather and bear trees....

Constantine J Kitrinos, CPFA
Apr 30, 20245 min read
482
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