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Use the "Monarch Side Door" Please
...Doesn't seem like using the term "wealth" for your take-home money is appropriate anymore. You know you need a tax-free fortress, whether for today or tomorrow. Then you have that aha moment: you need a Roth IRA, right?! But then you remember, you look at the IRS income limits, run the math, and feel like the door got slammed in your face. Understandably, you get frustrated, annoyed, and feel defeated. The only thing left to do is throw your hands up in the air. All you ca
Constantine J Kitrinos, CPFA
2 days ago9 min read
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 8, 202511 min read
I'm retired now, so what
Rethinking Retirement: Exploring Alternative Investments for a Sustainable Future For as long as many can remember traditional retirement...
Constantine J Kitrinos, CPFA
Apr 25, 20246 min read
Go big or Go Home
Small guys falling down Small Caps Stumble: Is the Dream of Rate Cuts Dead? The party might be over for small and mid-cap stocks. After...
Constantine J Kitrinos, CPFA
Apr 22, 20243 min read
Traditional vs. Roth IRA Tax & More
Choosing the Right Tax-Driven Retirement Savings Vehicle Planning for retirement is crucial, and Individual Retirement Accounts (IRAs)...
Constantine J Kitrinos, CPFA
Mar 5, 20244 min read
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