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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
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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
449 views
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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
460 views
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You can run but you can't hide
Ten 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, CPFA
Apr 4, 20244 min read
846 views
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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
583 views
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