Michael Kitces’ writing, research, expertise, and opinions are regularly cited in the press.
2014 – 2020
Ezvid Wiki – May 25, 2020 – 5 Helpful Financial Planning Resources
Financial Advisor Magazine – February 7, 2020 – “Happy Accidents Or Planned, Advisors Enjoy Virtual Practices”
RIABiz – February 7, 2020 – “Schwab execs all but dash RIA hopes for TD Ameritrade VEO One survival by pitting the open-API platform against expediency and an admitted pro-Schwab bias”
Financial Planning – January 29. 2020 – “‘This can be done. Go do it.’: XYPN hires 2, hits 56% women on leadership”
Money Marketing – January 23, 2020 – “What does the next generation of clients want?”
CNBC – January 23, 2020 – “This mistake around new IRA withdrawal rules could leave you with a bigger tax bill”
Money Marketing – January 14, 2020 – “Danby Bloch: ‘Til we e-meet again”
San Francisco Chronicle – December 25, 2019 – “More answers to questions on retirement plans and the Secure Act”
Barron’s – December 17, 2019 – “For Financial Advisor Ads, a New Frontier”
Financial Planning – December 6, 2019 – “Schwab hires small RIA advocate ahead of TD Ameritrade acquisition”
AdvisorHub – December 6, 2019 – “Schwab Hires Ex-TD Ameritrade CEO Tom Bradley on Eve of Merger”
Financial Planning – December 1, 2019 – “The most transformative software for advisors?”
Investment News – November 18, 2019 – “RIA consolidation could put $2.4 trillion in play over next decade”
Financial Advisor – November 14, 2019 – “Kitces To Advisors: Differentiate Yourself Or Die”
RiaBiz – November 7, 2019 – “Goldman Sachs & Co. appoints Rachel Schnoll to yank off United Capital band-aid that Joe Duran didn’t — making FinLife work with non-UC applications”
ThinkAdvisor – November 7, 2019 – “Michael Kitces to Advisors: Differentiate or You’re Doomed”
San Francisco Chronicle – November 2, 2019 – “Sell a house? Cash in an IRA? You may be hit with a surcharge on Medicare premiums”
Investment News – November 1, 2019 – “States considering rules for how advisers charge subscription fees”
Morningstar – October 24, 2019 – “Not OK”
Investment News – October 24, 2019 – “TD’s Skip Schweiss says he’ll do whatever it takes to avoid conflicts as president of FPA”
RiaBiz – October 15, 2019 – “Fidelity’s Abby Johnson took eight days to succumb Chuck Schwab’s commission torpedo but those days may have been put to good use. One big casualty of Fidelity Investments’ buckle on zero-fee commissions may be the zero-fee RIA custody tailwind of three decades duration”
Fosters – October 6, 2019 – “When is 4% less than 4%? – after taxes”
New York Post – October 5, 2019 – “Be careful whom you trust with your money so they don’t Madoff with it”
Investment News – October 4, 2019 – “Price-pressure trend shines new light on RIA-custodian relationships”
Washington Post – October 4, 2019 – “Schwab’s Next Target? Your Financial Adviser”
Investment News – October 3, 2019 – “Schwab’s next target? Financial advisers”
ETF Trends – October 2, 2019 – “E-Trade drops commissions on trades, joining Schwab, TD Ameritrade in brokerage fee war”
ThinkAdvisor – September 20, 2019 – “Kitces Addresses Concerns on XY Planning’s Rapid Growth”
RiaBiz – September 16, 2019 – “How Michael Kitces’ and Alan Moore’s plan to sue the SEC on XY Planning’s dime — on behalf of all RIAs — is a good business risk and a sign of possible FPA impotency”
Investment News – September 16, 2019 – “XY Planning Network firms wonder if group can support them long term”
Consumer Reports – September 2, 2019 – “Why Indexed Annuities May Promise More Than They Deliver”
Financial Advisor – September 1, 2019 – “When Subscription Fees Work”
Kiplinger – August 29, 2019 – “Live Well Without Running Out of Money in Retirement”
ThinkAdvisor – August 23, 2019 – “Why Wealthfront’s Latest Deal Won’t Impact Advisors”
New York Times – August 23, 2019 – “Your Long-Term Care Insurance Rate Spiked. Now What?”
Forbes – August 22, 2019 – “Triple Your FIRE Portfolio’s Size By Using The 3.5% (Not 4%) Rule”
Wealth Management – August 22, 2019 – “Wealthfront Buying RIA, Facet Buying Clients”
RiaBiz – August 19, 2019 – “Abby Johnson set financial services on fire with a 1.91% ‘cash’ offer, drawing ‘first blood’ in an ‘accelerating war of rates,’ analyst says”
Financial Advisor – August 9, 2019 – “Do Men And Women Advisors Get Equal Pay For Equal Work?”
RiaBiz – August 8, 2019 – “Tim Hockey: ‘As we all know, the environment that’s facing our entire industry has gotten a little more interesting.’
Tim Hockey leaves baffled analysts (and everyone else) probing for answers to explain abrupt departure plan as TD Ameritrade CEO; It’s about… nothing!”
AdvisorHub – August 7, 2019 – “Fidelity Stokes New-Account War, Offering 1.9% on Client Cash”
The Telegraph – August 5, 2019 – “Liz Weston: How to mess up a variable annuity”
RiaBiz – August 1, 2019 – “Charesse Hagan has agreed to be an on-call technology coach but not without the ability to pitch for paid gigs.
FPA keeps adding coaches to its pro-bono roster but quid pro quo makes the medicine go down as mom-and-pop consultants help mom-and-pop advisors”
Nasdaq – August 1, 2019 – “Building a Disruptive Innovation for Advisors”
Financial Planning – July 26, 2019 – “Considering subscription pricing? What you should know first”
Benefits Pro – July 12, 2019 – “Edelman Financial Engines lays first building block in bid to disrupt trillions in flows to IRAs”
RiaBiz – July 8, 2019 – “Vanguard hits back at Fidelity’s loss-leader strategy by courting higher-margin businesses, like China and private equity, and axing low-margin ones like annuities–Wealth management franchises are next”
Kiplinger – July 3, 2019 – “States Step in to Boost 401(k) Savings”
Seeking Alpha – June 26, 2019 – “Retirees, Don’t Say No When The Market Offers You A Nice Bonus”
Forbes – June 19, 2019 – “This One Easy Strategy Can Save Your Retirement From Disaster”
Financial Advisor – June 17, 2019 – “Kitces: Financial Planning Is No Longer Enough To Win Clients Over”
Investment News – June 17, 2019 – “Target-date fund design may be wrong for retirees”
City Wire – June 14, 2019 – “AUM fee model will survive, but there’s a catch”
Financial Advisor – June 13, 2019 – “Strategies For Clients With Retirement Savings Shortfalls”
Investment News – June 13, 2019 – “4 strategies for Roth conversions”
Financial Advisor – June 13, 2019 – “Don’t Like Annuities? You’ll Like Them Even Less When Your Client Dies”
Barron’s – June 7, 2019 – “A Road Map for More Retirement Income”
Investment News – June 4, 2019 – “Oranj and TradeWarrior battle moves beyond the courtroom”
Barron’s – June 3, 2019 – “Worried You’re Going to Retire in a Bear Market? Here’s What to Do.”
Investment News – May 28, 2019 – “SEC to tackle thorny topic: How much advice brokers can give without being an adviser”
Investment News – May 16, 2019 – “Michael Kitces says traditional retirement investment strategy is wrong”
Barron’s – April 18, 2019 – “Michael Kitces: A Whirlwind in Advisor Land”
Financial Planning Magazine – April 17, 2019 – “FPA slows — and could halt — its chapter rollup initiative”
Professional Planner – April 17, 2019 – “Trust, confusion and disclosure: Kitces on US advice today”
City Wire – April 15, 2019 – “‘I was terrible at it’: Inside Michael Kitces’ journey from cold-calling flop to RIA guru”
RiaBiz – April 12, 2019 – “Commonwealth CEO Wayne Bloom brushes off rep pushback, spins off Advisor360 to sell formerly exclusive software and research to competitors”
RiaBiz – April 12, 2019 – “Schwab connected lawyer’s InvestmentNews column erupts like a sudden spring storm, roiling advisors, after firing a warning shot at RIAs without revealing connections”
Morningstar – April 9, 2019 – “Is There an Upside to Sequence of Return Risk?”
City Wire – April 9, 2019 – “Kitces: try charging a percentage of income for advice”
Bloomberg – April 8, 2019 – “Bigger 401(k) Contributions Are Easier for Empty Nesters”
401K Specialist – April 5, 2019 – “The NeverEnding Story—Reg BI and the Latest Fiduciary Folly”
Wall Street Journal – April 5, 2019 – “You Pay for Netflix and Spotify Monthly. What About Financial Planning?”
Investment News – March 29, 2019 – “Schwab moving to subscription fees could be watershed moment for advice industry”
ThinkAdvisor – March 28, 2019 – “Schwab Rolls Out Subscription-Based Financial Advice”
Advisor’s Edge – March 25, 2019 – “Managing risk with the clock ticking”
RiaBiz – March 25, 2019 – “Josh Brown launches by-and-for RIA event, Wealth/Stack, in Arizona but can the super-blogger reform the bastion of intrusive sponsorship”
Wall Street Journal – March 21, 2019 – “WSJ Wealth Adviser Briefing: BlackRock Price Cuts, Green Real Estate, NYC Investor Club”
City Wire USA – March 20, 2019 – “Joe Duran and Michael Kitces team up for new ‘unfiltered’ podcast”
Barron’s – March 19, 2019 – “Kitces: How Advisors Really Spend Their Time”
Investment News – March 14, 2019 – “Envestnet acquires MoneyGuide for $500 million”
The Globe and Mail – February 23, 2019 – “The new retirement challenge: What to do when things go right”
Money Management – February 21, 2019 – “Tech puts value of advice in question”
RiaBiz – February 4, 2019 – “Fidelity Investments takes another leap into the future, enlisting Amazon to turn advisors into virtual reality avatars, but some say it’s pie-in-the-sky”
RiaBiz – January 26, 2019 – “Edelman and Carson mark end of era as ‘last holdouts’ to dump FINRA, but are they jumping from frying pan into fire of SEC scrutiny?”
Investment News – January 14, 2019 – “Factions emerge in OneFPA overhaul”
New York Times – January 7, 2019 – “How to Dodge a Market Dip That Threatens Your Retirement”
The Street – December 26, 2018 – “3 Pitfalls When Making Charity Donations From Your IRA”
Financial Advisor IQ – December 12, 2018 – “Five Big Trends Shaping the Industry”
San Francisco Chronicle – November 24, 2018 – “Here’s something most brokerage firms would rather you ignore”
RiaBiz – November 1, 2018 – “Schwab IMPACT hits speed bumps in its 27th year on the stage, in the kitchen, with long lines and in the hard questions RIAs asked”
Wealth Management – October 30, 2018 – “Free Financial Planning: Gimmick or Groundbreaking?”
Financial Advisor IQ – October 24, 2018 – “Kitces-Led Platform Bets on Regulatory Uncertainty for Fee-Only Advisors”
Financial Advisor IQ – October 23, 2018 – “Advisory Fees Could Be Under Fire From a Surprising Source”
Financial Advisor – October 17, 2018 – “Goals-Based Financial Planning Doesn’t Need to Be So Hard…Or Expensive”
Investment News – October 15, 2018 – “What Elon Musk can teach advisers about social media”
Morningstar – October 11, 2018 – “7 Smart Tax Maneuvers in a (Still-) Lofty Market”
MarketWatch – October 9, 2018 – “What is a ‘real interest rate’ and how does it affect retirees?”
Investment News – October 4, 2018 – “FPA welcomes conference attendees with #MeToo notice”
Wealth Management – October 4, 2018 – “Ten Essentials of Stellar Financial Advisor Websites”
RiaBiz – October 3, 2018 – “Michael Kitces reveals ‘crazy goal’ of on-boarding 10,000 advisors and, yes, it may cause ‘culture’ problems”
Wealth Management – October 1, 2018 – “Michael Kitces on the Biggest Opportunities, Oversold Ideas in Advice”
MarketWatch – September 19, 2018 – “Want a career change? Maybe you should become a certified financial planner”
The Street – September 15, 2018 – “How to Market Your Financial Firm on a Budget”
Investment News – September 15, 2018 – “SEC advice rule contains a huge hole”
Bankrate – September 12, 2018 – “Adding it up: Here’s how much Americans spend on financial vices”
RiaBiz – September 7, 2018 – “After dream of cloud-based PortfolioCenter falters, Schwab Advisor Services makes good by showering small RIAs and third-party software vendors with windfalls”
RiaBiz – September 6, 2018 – “As Principal takes RobustWealth reins, the looming question is whether it follows the Northwestern-LearnVest script, which had a depressing final scene”
Investment News – September 4, 2018 – “Apex will soon custody cryptocurrency assets”
RiaBiz – August 28, 2018 – “Twitter war pits Josh ‘Downtown’ Brown against Michael Kitces over hush-hush issue: Do RIA custodians face Merrill-Lynch style conflicts over advisor custody fees?”
MarketWatch – August 16, 2018 – “What you don’t know about sleep can save you money”
Morningstar – August 16, 2018 – “Could Your Long-Term Care Premiums Be Hiding in Plain Sight?”
ThinkAdvisor – August 16, 2018 – “At 34, and Top-Rated by Forbes, Merrill Advisor Forms His Own Wealth Firm”
MarketWatch – August 13, 2018 – “Give your money only to financial advisers who fit your needs, not theirs”
Investment News – August 9, 2018 – “Custodians ponder charging RIAs asset-based fees”
Financial Planning – August 6, 2018 – “When to show HNW clients the Roth IRA back door”
Kiplinger – August 1, 2018 – “Cutting the Tax Bill on Company Stock”
Financial Advisor – August 1, 2018 – “Kitces On Why The SEC’s Best Interest Proposal Violates The ’40 Act”
MarketWatch – July 31, 2018 – “Big changes to your 401(k) and IRA — and more retirement news”
Investment News – July 31, 2018 – “Climbing the digital mountain”
RiaBiz – July 31, 2018 – “The very millennial reason Shirl Penney snagged Merrill Lynch’s 34 year-old Ayco-killer and his $1B team and why Focus Financial lost out”
Financial Planning – July 12, 2018 – “How outsourced investment strategies are reshaping wealth management”
Wall Street Journal – July 12, 2018 – “Behind on Retirement Savings? It’s Not Too Late to Catch Up”
RiaBiz – July 6, 2018 – “Taking the helm from famous founder, Jay Shah gets Personal Capital out of Vanguard’s shadow with new shape, new deals and a 70% leap in assets”
Investment News – July 2, 2018 – “New digital Fidelity platform will let consulting firms bid for adviser projects”
CardRates – June 25, 2018 – “Things to Consider When Hiring a Financial Advisor — A Conversation with Financial Planning Expert Michael Kitces”
Financial Planning – June 19, 2018 – “LPL takes a shortcut to blockchain”
Financial Advisor – June 19, 2018 – “Please Pass The ‘Catch-Up’: Helping Your Clients Meet Their Retirement Goals”
PR Newswire – June 7, 2018 – “Investopedia Releases List of Most Influential US Financial Advisors”
USA Today – June 6, 2018 – “Social Security: Will I not get spousal benefits because of state retirement pension?”
US News – June 6, 2018 – “Why the 4 Percent Withdrawal Rate Is Obsolete”
Investment News – June 2, 2018 – “The legacy of the DOL fiduciary rule: Almost gone, but never forgotten”
Kiplinger – June 1, 2018 – “Follow QCD Rules to Make Your IRA Qualified Charitable Distributions Count”
RiaBiz – May 30, 2018 – “LPL Financial is latest to go the ‘risk number’ route by signing deal with LifeYield, which signed a Riskalyze deal in February”
PhillyNews – May 11, 2018 – “Vanguard’s hybrid robo-advisor creates Amazon-like fear among competitors; Bogleheads say robo can be great training”
Mutual Fund Observer – May 9, 2018 – “Michael Kitces: 4 Ways To Mitigate The Impact Of RMDs”
MarketWatch – May 4, 2018 – “Don’t cheat yourself with the 4% rule”
Investment News – May 2, 2018 – “Advisers must align a client’s portfolio with these 3 personal risk measures”
Financial Advisor – May 1, 2018 – “Emotion-Driven Planning Will Accelerate Soon”
ThinkAdvisor – May 1, 2018 – “2018 IA 25 RIA/Advisory Winners”
Morningstar – April 30, 2018 – “2 Ways to Upgrade Your 401(k) Without Leaving Your Job”
Wealth Management – April 27, 2018 – “Commentary: Fiduciary Duties Need to Include Non-Conflicted Investment Research”
LA Times – April 22, 2018 – “Don’t run out of money in retirement: Here’s how much to use per year, and why”
RiaBiz – April 9, 2018 – “What Tom Bradley’s first post-TD Ameritrade gig says about him is interesting and his specific MaxMyInterest robo mission, more so”
Financial Advisor – April 6, 2018 – “Women Advisors Are Socially Savvier Than Men, But Report Gaining Less AUM”
Morningstar – April 6, 2018 – “Why Buy Annuities?”
Kiplinger – April 4, 2018 – “Find the Right Financial Advice at the Right Price”
Morningstar – April 1 2018 – “4 Reasons Roths Are Right for Younger Investors”
Investment News – March 31, 2018 – “Are annuities finally getting some respect?”
Financial Planning – March 28, 2018 – “What Wealthfront’s reported valuation drop means for indie robo advisors”
Morningstar – March 27, 2018 – “Roth or Traditional: Keep the Decision Personal”
Wall Street Journal – March 25, 2018 – “Six Questions to Ask a Financial Adviser About Fees”
US News – March 20, 2018 – “A New Quagmire for Quarterly U.S. Taxpayers”
WRAL – March 19, 2018 – “Why reverse mortgages are a harder sell now”
CFA Institute – March 18, 2018 – “Time for Financial Professionals to Sharpen Their Saws”
Barron’s – March 17, 2018 – “How to Curb the High Cost of Caregiving”
Wealth Management – March 9, 2018 – “The Markings of a True Destination RIA”
Professional Planner – February 28, 2018 – “Influential US adviser has praise, criticism for Australia”
Seeking Alpha – February 26, 2018 – “An Advisor’s Advisor”
Wall Street Journal – February 22, 2018 – “Why Top-Earning Medicare Users Will Pay More Next Year”
Cuffelinks – February 22, 2018 – “Kitces Part 1: How robo misunderstood the advice model”
Morningstar – February 13, 2018 – “Should Your Clump Your Charitable Donations?”
RiaBiz – February 1, 2018 – “Tim Hockey goes to Florida with an RIA ‘problem’ that’s not RIAs”
Think Advisor – February 1, 2018 – “CFPs Cry Foul Over Proposed 7-Step Planning Process”
RiaBiz – January 25, 2018 – “After PayPal demurs, Michael Kitces and Alan Moore launch online payments firm for RIAs”
Morningstar – January 22, 2018 – “How Empty-Nesters Can Play Retirement Catch-Up”
Investment News – January 17, 2018 – “TD Ameritrade finds momentum in its new model portfolio marketplace”
Think Advisor – January 16, 2018 – “Inside ETFs to Feature Mohamed El-Erian, Serena Williams”
Morningstar – January 9, 2018 – “Retirees: What You Should Watch in 2018”
RiaBiz – January 8, 2018 – “Vanguard’s new CEO Tim Buckley hints the next move for his firm’s RIA’s 30-basis-point fee may be down, down, down”
Reverse Mortgage Daily – January 4, 2018 – “Two More Key Reverse Mortgage Tax Resources”
Think Advisor – January 2, 2018 – “The Ever-Evolving Financial Advisor”
Investment News – January 2, 2018 – “AdvisorEngine acquires Junxure CRM”
CNBC – January 1, 2018 – “8 books to help you become wealthier in 2018”
MarketWatch – December 22, 2017 – “I need a blockchain vacation’ — here’s what looks overhyped in fintech for 2018”
ETF – December 21, 2017 – “Kitces On Financial Advice’s Future”
Insurance News Net – December 19, 2017 – “Advisors Caution About Going Independent Under Tax Reform”
Morningstar – December 19, 2017 – “What the Tax Package Means for Your Financial Plan”
Barron’s – December 19, 2017 – “Tax Bill is Sweet and Sour for Advisors”
New York Times – November 28, 2017 – “This Giving Tuesday, Here’s How to Give”
Investment News – November 21, 2017 – “Wealth managers inundated with questions on Bitcoin”
ETF – November 17, 2017 – “How Advisors Can Compete With Vanguard”
Investment News – October 23, 2017 – “TD Ameritrade triples time before it charges fees on popular ETFs”
RiaBiz – October 9, 2017 – “The 2017 FPA conference lean heavily on a Michael Kitces, unimpressed with the group’s ‘silence’ on the CFP Board”
Chicago Tribune – November 3, 2015 – “The Budget Bill’s Impact on Social Security Benefits”
The Fiscal Times – November 2, 2015 – “Retirees Get Big Lessons On Loopholes From Budget Deal”
Next Avenue – November 2, 2015 – “You May Have Just Lost A Way To Max Social Security Benefits”
Forbes – November 2, 2015 – “Relief on Medicare Premiums, But You May Have Just Lost A Way To Max Social Security Benefits
San Francisco Chronicle – November 2, 2015 – “Budget Law Kills ‘File And Suspend” Strategy For Singles, Too”
New York Times – October 30, 2015 – “Rarely Used Social Security Loopholes, Worth Thousands of Dollars, Closed”
Slate – October 30, 2015 – “The Budget Deal Closed a Social Security Loophole”
San Francisco Chronicle – October 29, 2015 – “Federal Budget Bill Would Kill Social Security Loopholes”
USA Today – October 29, 2015 – “Lawmakers Put Kibosh on Social Security Benefit-Boosting Strategies”
RiaBiz – October 29, 2015 – “Morningstar Report Suggests Jiu-Jitsu Tactic for Buying Annuities: Game Them Right Back By Waiting”
Wall Street Journal – October 28, 2015 – “Budget Deal Ends Key Social Security Claim Strategies”
San Francisco Chronicle – October 26, 2015 – “Congress Nearing Partial Fix For Medicare Part B Fee Increase”
CNBC – October 19, 2015 – “Is the Future For Robo-Advisors Bright…Or A Bust?”
USA Today – October 8, 2015 – “Medicare Part B Premiums Rise to Rise 52% For 72 Million Enrollees”
Kiplinger – October 1, 2015 – “A Trick to Saving For Retirement If You Earn Too Much”
Kiplinger – October 1, 2015 – “Make Your Money Last A Lifetime”
Marketwatch – September 29, 2015 – “What Retirees Should Be Asking About QLACs”
Financial Advisor – September 28, 2015 – “Michael Kitces Trades Jabs With Leading Robo-Advisor”
Chicago Tribune – September 16, 2015 – “Retirement: Investing For The Long Haul”
Chicago Tribune – September 1, 2015 – “Obscure Rule May Hike Medicare Premiums For Some”
ThinkAdvisor – August 31, 2015 – “Should Advisors Change How They Charge?”
Reuters – August 27, 2015 – “Young Workers In Target-Date Funds Hit Hard By Market Drop”
Wall Street Journal – August 26, 2015 – “Got Losses? A Tax Break Could Soothe the Pain”
401(k) Specialist – August 24, 2015 – “Why the Time is Right for Rollovers”
Professional Planner – August 21, 2015 – “Strategies to Reduce Retirement Income Uncertainty Amid Market Volatility”
Consumer Reports – August 20, 2015 – “4 Tax-Smart RMD Strategies: How to Save When Making Required Minimum Distributions From Retirement Accounts”
Financial Planning – August 19, 2015 – “In Wealth Management, Big Data Means Big Deals”
Financial Advisor – August 13, 2015 – “Kitces Goes from Paraplanner to Advice-Industry Spokesman”
San Francisco Chronicle – July 29, 2015 – “How to Find an Unbiased Financial Adviser”
Financial Planning – July 24, 2015 – “Dispelling Reverse Mortgage Myths”
Benefits Pro – July 24, 2015 – “RIA Sees Emerging Conflict of Interest For Fee-Only Advisors”
AARP – July 24, 2015 – “2016 Social Security COLA? Don’t Bet On It”
Bloomberg Business – July 22, 2015 – “Millennials Have a Ton of Stock. They Just Don’t Know It”
Bloomberg Business – July 8, 2015 – “Watch an Elite Financial Adviser Hack His Own Retirement”
NPR – July 8, 2015 – “Fact Check: 36 Percent Or Not? Inside Jeb Bush’s Tax Math”
Kansas City Star – July 6, 2015 – “The Journey: Taking a Look at Longevity Annuities in Retirement”
The Motley Fool – June 21, 2015 – “Social Security: Why the 8% “Return” Myth Shouldn’t Make You Wait To Retire”
Financial Planning – June 15, 2015 – “The Advisor With A “275M Firm and a Software Startup”
Financial Planning – June 9, 2015 – “It’s Not About Timing: IRS on Backdoor Roth Conversions”
Wall Street Journal – June 9, 2015 – “Why a Big Raise Today Can Cause Problems Tomorrow”
Reuters – June 5, 2015 – “Reverse Mortgages Worth A Look, If Approached With Caution”
RiaBiz – June 4, 2015 – “Michael Kitces Attacks CNBC For Its Top-100 Fee-Only List Because So Many Listed RIAs Disclose Non-Fee Comp on Their ADVs”
Wall Street Journal – May 31, 2015 – “A Better Way to Tap Your Retirement Savings”
CheatSheet – May 19, 2015 – “5 Easy Ways to Save Enough Money For Retirement”
Bloomberg – May 18, 2015 – “Will You Be Able to Work in Retirement?”
Marketwatch – May 18, 2015 – “Here’s the Advice You Get From Vanguard’s New Robot-Human Hybrid”
New York Times – May 15, 2015 – “Why Stocks Belong in a Retirement Portfolio”
Marketwatch – May 8, 2015 – “Here’s Another Sign That Rock-Star Fund Managers May Be An Endangered Species”
Marketwatch – May 7, 2015 – “How To Save For College In The Age Of Ultron”
Time Money – May 4, 2015 – “Do You Really Need A Long-Term Care Plan?”
Chicago Tribune – May 4, 2015 – “Is An Online Investment Advisory Service Right For You?”
Marketwatch – May 2, 2015 – “Can You Tell A Human Financial Adviser From A Robot?”
Kiplinger – May 1, 2015 – “4 Secrets To Buying Long-Term Care Insurance”
Financial Planning – April 29, 2015 – “Apple Watch Financial Apps: Too Soon?”
CNBC – April 17, 2015 – “Robo Firms Gaining Traction With Traditional Advisors”
New York Times – April 3, 2015 – “Why Paying For Financial Advice Makes Sense”
YahooFinance – April 2, 3015 – “The Battle of the Robo-Advisers Heats Up”
Kiplinger – April 1, 2015 – “Be Wary of “Senior” Experts”
Financial Advisor – April 1, 2015 – “The Long And Short Of It”
Time Money – March 31, 2015 – “Would You Trust Your Retirement To A Machine?”
Reuters – March 30, 2015 – “Three Tax Mistakes Even Smart People Make”
Wall Street Journal – March 27, 2015 – “The Investing Lesson of 1937: Hold Some Cash”
Investment News – March 26, 2015 – “Top 10 Adviser Marketing Myths”
US News – March 25, 2015 – “How Much Cash is Too Much Cash for Your Portfolio?”
Time Money – March 24, 2015 – “The Secrets to Making a $1 Million Retirement Stash Last”
Wall Street Journal – March 15, 2015 – “How to Fund a Roth IRA Through a Standard 401(k)”
Morningstar – March 11, 2015 – “Aftertax 401(k) Contributions Get More Attractive”
Morningstar – March 11, 2015 – “Retirement Planning in Overhauled Markets”
Bankrate – March 4, 2015 – “Take on the 52-Week Money Challenge”
Fiduciary News – March 3, 2015 – “The Best Way Plan Sponsors Should Pay Fees for 401k Fiduciary Advice”
CNBC – March 2, 2015 – “Robo-Advisors Have Yet To Prove Their Worth: Analysts”
RiaBiz – March 1, 2015 – “After Famous Twitter Feud, Jon Stein and Michael Kitces Make Up and Join Forces”
ThinkAdvisor – February 27, 2015 – “XY Planning Brings Betterment Institutional to Next-Gen Clients”
New York Times – February 27, 2015 – “Making Money Decisions When You Lose Your Job”
YahooFinance – February 25, 2015 – “Make Your Retirement Savings Last a Lifetime”
Investment News – February 24, 2015 – “Labor Department Rankles Advisers with Quick Video on Fiduciary”
Time Money – February 20, 2015 – “5 Ways to Invest Smarter at Any Age”
New York Times – February 19, 2015 – “Long-Term Care Insurance: Costs Are Up but Vary Widely”
Radical Personal Finance – February 17, 2015 – “The Massive Impact of Conferences on Personal Career and Income: Interview with Michael Kitces”
Wall Street Journal – February 17, 2015 – “Reaching Out to Clients’ Children Worth the Effort?”
Think Advisor – February 17, 2015 – “Advisory Firms Enter Robo Race”
Fox Business – February 16, 2015 – “How to Avoid Running Out of Money in Retirement”
Wall Street Journal – February 15, 2015 – “Investors Snap Up Online Financial Advisers”
RiaBiz – February 11, 2015 – “What to Make of Fidelity Investments Paying $250 Million Out of the Blue For eMoney”
Wall Street Journal – February 1, 2015 – “Mini-Bonds: More Fun, More Risk”
Morningstar – February 1, 2015 – “Should You Make Aftertax Contributions to Your 401(k)?”
Wall Street Journal – February 1, 2015 – “Cash or Credit? Paying for Big Purchases”
Wall Street Journal – January 26, 2015 – “A Way to Fix Long-Term Care Insurance?”
Investment News – January 21, 2015 – “No More Face-to-Face Meetings”
Wall Street Journal – January 11, 2015 – “A New Savings Plan For The Disabled”
Think Advisor – December 31, 2014 – “6 Top Tax Changes for 2015”
Think Advisor – December 29, 2014 – “XY Planning Makes RIA Compliance Package Free for Members”
Knoxnews – December 27, 2014 – “Paul Fain: Advice From Around The Country for 2015”
CNBC – December 22, 2014 – “How Harvesting Losses Reaps Tax Savings”
Retirement Revised – December 19, 2014 – “Charitable IRA makes a last-minute comeback for 2014”
Bloomberg – December 17, 2014 – “Doing the Charitable Calculus: How to Give – and Get, Too”
ETF.com – December 17, 2014 – “How Investors Win By Being Just Average”
CNBC – December 4, 2014 – “Build An Investment Portfolio, One Dime At A Time”
LifeHealthPro – December 2, 2014 – “DIAs & QLACs: What the New Treasury Regulations Mean For Advisors”
Wall Street Journal – November 30, 2014 – “How To Think About Risk In Retirement”
Wall Street Journal – November 23, 2014 – “How Stocks Test Young Investors”
Yahoo! Finance – November 17, 2014 – “Should You Invest In More Risk As You Age?”
Investors.com – October 31, 2014 – “6 Steps to Help Financial Advisers Win Clients’ Trust”
Wall Street Journal – October 27, 2014 – “How To Pump Up a Roth IRA”
US News & World Report – October 27, 2014 – “Financial Advisors vs. Robo-Advisors: Which Is Right For You?”
CNBC – October 27, 2014 – “Weighing the Pros and Cons of Annual Tax-Loss Harvesting”
Financial Planning – October 20, 2014 – “New Job Board for Independent Firms Launched”
Time Money – October 16, 2014 – “The Conventional Money Wisdom That Millennials Should Ignore”
Yahoo! Finance – October 14, 2014 – “When Switching to ETFs from Mutual Funds Make Sense”
The Globe & Mail – October 5, 2014 – “Playing Defense: Two Ways to Plan for Retirement”
Washington Post – September 29, 2014 – “How to Stay on Point with Target-Date Funds”
Wall Street Journal – September 26, 2014 – “The Roth-IRA Math for 50-Somethings”
Forbes – September 26, 2014 – “7 Steps to Stock Investing Without Too Much Risk”
CNBC – September 23, 2014 – “Focusing on Niches Adds Value, Fuels Returns”
Living On The Cheap – September 18, 2014 – “When To Claim Social Security”
Bankrate – September 17, 2014 – “File And Suspend Is Your Friend”
The Globe & Mail – September 9, 2014 – “Can You Live Better In Retirement Than Conventional Wisdom Suggests?”
Wall Street Journal – September 7, 2014 – “Beware Leaving a Roth for Heirs”
Dallas News – September 5, 2014 – “Human vs Machine: Which Financial Adviser To Choose?”
Bankrate – September 3, 2014 – “New IRA Rules That Close Up Some Loopholes”
Wall Street Journal – September 2, 2014 – “Can Your Financial Advisor Solve Your Retirement Puzzle?”
CNBC – September 2, 2014 – “Niche Knack: Looking To Grow, Advisors Start To Specialize”
Think Advisor – August 25, 2014 – “The Freewheeling Life of the Virtual Advisor”
Think Advisor – August 25, 2014 – “TD Ameritrade Fee Rebates: A Win or a Loss for Investors, Advisors?”
Wall Street Journal – August 23, 2014 – “Insurance Against Outliving Your Retirement Savings”
Professional Planner – August 20, 2014 – “Introducing Financial Planning ‘Finology’ – Where Investing Meets Investors”
Financial Standard – August 19, 2014 – “Licensees Must Be More Open To Social Media: AFA”
Wall Street Journal – August 16, 2014 – “Hate Earning No Interest? Here’s Why Cash Isn’t Trash”
The Globe & Mail – August 8, 2014 – “Three Retirement Strategies For A Low-Yield World”
US News & World Report – August 8, 2014 – “To Claim Or Not To Claim: When Should You Take Social Security?”
Bankrate – August 1, 2014 – “Turning On The Retirement Income Spigot”
Bankrate – July 23, 2014 – “Longevity Annuities for Retirees”
Morningstar – July 20, 2014 – “Should You Add Longevity Protection to Your Retirement Plan?”
Money Magazine – July 10, 2014 – “3 Ways to Make Your Money Last As Long As You Do”
Wall Street Journal – July 6, 2014 – “Essential Financial Steps for Young Workers”
Financial Advisor IQ – July 2, 2014 – “A Business Model Designed for Young Advisors”
Think Advisor – July 1, 2014 – “Kitces’ NPR Announces First CFP Exam Scholarship Winners”
Financial Advisor IQ – June 26, 2014 – “Is Monthly Billing the Key to Young Clients’ Hearts?”
Financial Advisor – June 24, 2014 – “NAPFA, XY Planning Network Team Up To Help Gen X And Y Advisors”
Investment News – June 23, 2014 – “40 Under 40 Profile”
Wealth Management – June 19, 2014 – “Where’s the Real Money? In Delaying Social Security”
Financial Advisor IQ – June 17, 2014 – “Online Referral Services Under Microscope”
MarketWatch – June 17, 2014 – “Retirement: Is the 4% Solution Right For You?”
RIABiz – June 15, 2014 – “Thoughts on Robo-Advisors Served Cold”
Morningstar – June 11, 2014 – “Don’t Let Your Standard of Living Outrun Your Savings”
Yahoo Finance – June 6, 2014 – “11 Best Financial Calculators for Millennials”
CNBC – June 3, 2014 – “Buffeted By Winds Of Change, Firms Rethink Strategies, Cast Wider Nets”
Yahoo Finance – June 2, 2014 – “Is It Smart To Sell Mutual Funds and Buy ETFs?”
CNBC – May 27, 2014 – “Technology to Spark Big Changes in Financial Services”
Investment News – May 14, 2014 – “What’s an Alternative Investment, Anyway?”
New York Times – May 14, 2014 – “Playing Catch-Up While Retirement Remains Far Off”
Investment News – May 11, 2014 – “Delaying Social Security Can Outperform Investment Returns”
The Wall Street Journal – May 4, 2014 – “At Age 50, ‘Senior’ Benefits Begin for IRAs and 401(k)s for Retirement”
The Wall Street Journal – May 4, 2014 – “‘Hybrid’ Long-Term Care Policies: How to Tell If They’re Right for You”
Morningstar – May 4, 2014 – “Why Adding To Stocks In Retirement Is A Good Idea”
Yahoo! Finance – May 2, 2014 – “Your Practice: Why financial advisers should choose a niche”
USA Today – May 2, 2014 – “Investing: When to take Social Security payments”
Bankrate – May 1, 2014 – “Should I Try A Digital Financial Adviser?”
Bottom Line Publications – May 1, 2014 – “Daring Strategy to Protect Your Nest Egg”
CNBC – April 30, 2014 – “Exit strategy: Why retirees need a withdrawal policy statement”
Research Magazine – April 28, 2014 – “Honing the Advisor’s Tech Edge”
Investor Advisor Magazine – April 28, 2014 – “The IA 25 for 2014”
The Wall Street Journal – April 25, 2014 – “Does Switching to a Roth 401(k) Make Sense?”
Reuters – April 24, 2014 – “Why the IRS wants you to watch your IRA rollovers”
Financial Advisor – April 24, 2014 – “Five Easy-To-Use Tech Tools For Advisors”
AdvisorWebsites – April 23, 2014 – “Integrating Technology Into Your Advisory Firm”
CNN Money – April 23, 2014 – “Ready to start saving? Here’s how to do it right”
Wall Street Journal – April 13, 2014 – “Mistakes to Avoid When Shopping for Long-Term Care Insurance”
New York Times – April 11, 2014 – “Financial Advice for People Who Aren’t Rich”
Morningstar – April 5, 2014 – “Traditional or Roth IRA? 4 Things to Look At”
Wealth Management – April 4, 2014 – “XY Planning Network Opens for Young Advisors”
jeffbullas.com – April 2, 2014 – “The Social Media Marketing Secrets of Smart Savvy Bloggers”
Kiplinger – April 1, 2014 – “Boost Your After-Tax Investment Returns”
Investment Executive – April 1, 2014 – “Convention Wisdom”
American Association of Individual Investors – April 1, 2014 – “Reduce Stock Exposure in Retirement, or Gradually Increase It?”
CNBC.com – March 30, 2014 – “Are you a stock or a bond in life?”
Financial Planning – March 27, 2014 – “New Kitces Network to Target Planners for Gen X & Y”
Financial Times – March 25, 2014 – “Advisers Cautious About Social Media”
MSN Money – March 19, 2014 – “Where to save after maxing out your 401k and Roth IRA”
MSN Money – March 17, 2014 – “Do target-date funds have it backward?”
Morningstar – March 12, 2014 – “Key Factors in the IRA Debate”
Yahoo! Finance – March 7, 2014 – “Your Practice – The Rise and Rise of the Virtual Financial Adviser”
Financial Planning – March 1, 2014 – “Persuade Clients to Do the Right Thing”
CNN Money – February 28, 2014 – “Plan for the critical first decade of retirement”
The Street – February 28, 2014 – “Are Target-Date Retirement Funds Doing Things Backward?”
Detroit Free Press – February 22, 2014 – “Do you have ‘financial advisor anxiety’? Get over it”
Dave Terpening Insurance Agency, Inc. – February 12, 2014 – “Nickels and Dimes: Budgeting for Healthcare”
The New York Times – February 10, 2014 – “Sites to Manage Personal Wealth Gaining Ground”
LA Times – February 9, 2014 – “Financial Pointers for the 99%”
The New York Times – February 7, 2014 – “Minimizing the Tax Drag on Your Investments”
Reuters – February 6, 2014 – “How Obamacare is creating new pathways to retirement”
Investment News – February 6, 2014 – “New CFP Board chairman stands firm on fee-only definition, sets goals for group’s growth”
Investment News – February 6, 2014 – “Kitces, Wealthfront trade punches over online tax-loss-harvesting feature”
The Reverse Review – February 1, 2014 – “Spotlight: Breaking Down the Barriers”
The Wall Street Journal – February 2, 2014 – “More Answers to IRA Questions”
Bloomberg Personal Finance – January 29, 2014 – “There’s Something About MyRA”
New York Magazine – January 29, 2014 – “Did President Obama’s “MyRA” Proposal Just Solve Two Huge Problems With Retirement Saving?”
Asklizweston.com – January 28, 2014 – “Reverse Mortgages: No Longer A Last Resort?”
Financial Planning – January 27, 2014 – “Judge Rules Against CFP Board in Camardas Lawsuit”
Star Tribune – January 25, 2014 – “A Wealth of Options For Money Advice”
ThinkAdvisor.com – January 17, 2014 – “Did CFP Board Shorten Exams to Lure Certificants?”
RIABiz.com – January 14, 2014 – “The RIABiz top 10 Industry Blogs — and which bloggers they recommend”
Betterment – January 14, 2014 – “Where Will You Get Your Financial Advice in the Future?”
Investment News – January 14, 2014 – “Robo-advisor Wealthfront grows, but is it mainstream or just a niche?”
The Wall Street Journal – January 12, 2014 – “What You Know About Retirement Investing Is Wrong”
The Wall Street Journal – January 9, 2014 – “Fund Investors, Don’t Forget Embedded Gains (and Losses)
AARP – January 1, 2014 – “Securing Income for Life”
CNN.com – January 1, 2014 – “How Much Should You Hold In Stocks?”
ThinkAdvisor.com – January 1, 2014 – “Is Cash Value Life Insurance Disappearing?”
Journal of Financial Planning – January 1, 2014 – “Reducing Retirement Risk with a Rising Equity Glide Path”
