As George Santayana said, "Those who cannot remember the past are condemned to repeat it," but fortunately we don't need to remember the past ourselves, at least when it comes to financial planning. E. Denby Brandon, Jr., and H. Oliver Welch, have done it for us in their new book "The History of Financial Planning: The Transformation of Financial Services."



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Monday, November 2nd, 2009 Posted by Michael Kitces in Planning Profession | 0 Comments

Michael E. Kitces

I write about financial planning strategies and practice management ideas, and have created several businesses to help people implement them.

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Thursday, June 4th, 2015

*Cutting Edge Tax Planning Developments & Opportunities in Long-Term Care Insurance *Trends & Developments in Long-Term Care Insurance @ FPA Central Virginia/Richmond

Wednesday, June 10th, 2015

*Setting a Proper Asset Allocation Glidepath in Retirement @ AICPA

Thursday, June 11th, 2015

*Income Tax Planning Update @ Private Event

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