New Rules! A Guide to Converting Your 529 Plan to a Roth IRA
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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
- 44 minutes ago
- 4 min
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...
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Constantine J Kitrinos, CPFA
- 1 day ago
- 4 min
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,...
40
Constantine J Kitrinos, CPFA
- May 5
- 3 min
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 –...
180
Constantine J Kitrinos, CPFA
- Apr 30
- 5 min
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....
250
Constantine J Kitrinos, CPFA
- Apr 30
- 4 min
Main Street Blues: How Inflation is Crippling America's Small Businesses
The American dream has long been synonymous with small business ownership. Who wouldn't want something they're proud of? From cozy cafes...
230
Constantine J Kitrinos, CPFA
- Apr 25
- 4 min
Contrarian Investor with a Social Conscience
🥳 Happy Birthday Leon Cooperman! Just who is Mr. Cooperman you might ask. Not all know him, but regardless if you agree with his outlook...
350
Constantine J Kitrinos, CPFA
- Apr 25
- 6 min
I'm retired now, so what
Rethinking Retirement: Exploring Alternative Investments for a Sustainable Future For as long as many can remember traditional retirement...
330
David T Georgiev, MBA, CKA
- Apr 24
- 4 min
Credit Cards- Discipline or Disaster
Defeating Goliath: Aligning Finances with Your Faith In today’s blog we will be discussing the evil one himself, the credit card!! LOL,...
480
Constantine J Kitrinos, CPFA
- Apr 22
- 3 min
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...
350
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