Constantine J Kitrinos, CPFAMay 144 minFinancial Model BlogNew Rules! A Guide to Converting Your 529 Plan to a Roth IRASpare 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, CPFAApr 44 minFinancial Model BlogYou can run but you can't hideTen days left to file or extend. The tax man will find you It's funny how fast April 15th sneaks up on us. The tax deadline looms like a...
Constantine J Kitrinos, CPFAJul 11, 20224 minNoise is just that; noise!Don't let it get the best of you As your financial advisor, there are things we subject ourselves to that we prefer most don't. Thinks...
