Constantine J Kitrinos, CPFAJun 104 min readFinancial Model BlogKeep more of what you make: Don't allow the tail to wag the dogThe 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, CPFAMay 144 min readFinancial 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 305 min readFinancial Model BlogHolding 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, CPFAApr 34 min readFinancial 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, CPFAMar 44 min readFinancial Model BlogTraditional vs. Roth IRA Tax & More Choosing the Right Tax-Driven Retirement Savings Vehicle Planning for retirement is crucial, and Individual Retirement Accounts (IRAs)...
