Our latest webinar on "Generating Tax Alpha With Effective Asset Location" is now available in the Members Section!
The June CFP CE quiz is now available in the Members Section!

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."

Continue Reading...

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.

For ConsumersFor Advisors

Blog Updates by Email

Nerd’s Eye View Praise

@MichaelKitces Twitter


Out and About

Tuesday, July 14th, 2015

*Expanding the Framework of Safe Withdrawal Rates @ Private Event

Saturday, July 18th, 2015

*Future of Financial Planning in the Digital Age @ Private Event

Tuesday, July 28th, 2015

*Generating Alpha Tax with Effective Asset Location *Social Security Benefits Planning For Couples @ MetLife Annual Symposium

VIEW FULL SCHEDULE