Advancing Knowledge in Financial Planning

Start Here
Become Member
For Advicers
For Consumers
- Gen X/Y
- Retirees
Engage
- Speaking
- Consulting
Research
Resources
Contact
- Reach Out
- Media

Search Term:

Author:

Category:

Date:

Main Menu
Podcasts
Blog Categories

Connect With Me

Podcasts
Blog Categories
Search
Login

Search Term:

Author:

Category:

Date:

Search

Open Update CE Modal

CE numbers not found!

CE numbers are required for Kitces to report your credits. Would you like to add your CE numbers now?

No, thank you.

What would you like to search for?

You might also be interested in some of our recent articles...

Why Childfree People Require A Unique Financial Planning Process
#FA Success Ep 292: Syndicating Private Real Estate Opportunities To Differentiate With HNW Clients, With Matthew Topley
The Latest In Financial #AdvisorTech (August 2022)
Weekend Reading For Financial Planners (July 30-31)
Kitces & Carl Ep 91: Is It Better To Have Clear Goals Or ‘Just’ A Strong Sense Of Direction?

...And can find our content by category too!

Ethics
Human Capital
MailBag
Financial Psychology
Industry News
Annuities
Conferences
Debt & Liabilities
Insurance
Regulation & Compliance
Estate Planning
Nerd's Eye View
Marketing
Personal/Career Development
Kitces & Carl Podcast
Technology & Advisor FinTech
Client Trust & Communication
Investments
General Planning
Planning Profession
Taxes
Retirement Planning
Practice Management
Financial Advisor Success Podcast
Weekend Reading

Join over 50,461 fellow advisors now…

...& receive a free copy of our report:

Quantifying the Value of Financial Planning Advice

How to Find Planning Opportunities When Reviewing A Tax Return

In addition to making updates for 2022 tax forms and new tax laws, we have also made several learning experience improvements based on advisor feedback.

x

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

For Consumers For Advisors

What Michael's Reading

Originals: How Non-Conformists Move the World

- Adam Grant

Michael's Full Book List

Popular Posts

SECURE Act And Tax Extenders Creates Retirement Planning Opportunities And Challenges
Jeff Levine

December 23, 2019 128
Equipment To Create The Ideal Home Videoconferencing Setup – What Financial Advisors Should Use
Bill Winterberg

April 16, 2020 15
How To Do A Backdoor Roth IRA (Safely) And Avoid The IRA Aggregation Rule And Step Transaction Doctrine
Michael Kitces

August 12, 2015 95
Ten Planning Conversations To Help Clients Now During the COVID-19 Pandemic
Jeff Levine

March 25, 2020 7
Managing Personal Productivity When Telecommuting From A Home Office
Michael Kitces

April 30, 2018 1
12 Tips To Survive Your First 12 Months As An Independent Financial Advisor
Shawn Tydlaska

February 12, 2018 12

Nerd’s Eye View Praise

<img src="//www.kitces.com/wp-content/uploads/2015/12/logo-clientwise-180-75.png" alt="ClientWise">

“7 Financial Advisory Blogs that rock”

<img src="//www.kitces.com/wp-content/uploads/2015/12/logo-financialplanning-75.png" alt="Financial Planning">

“Top 10 Influential Blog for Financial Advisors”

<img src="//www.kitces.com/wp-content/uploads/2015/12/advicent_wordmark_75.png" alt="Advicent">

“#1 Favorite Financial Blog for Advisors”

<img src="//www.kitces.com/wp-content/uploads/2015/12/logo-financialsocial-751.png" alt="Financial Social Media">

“Best of the Best for Advisors”

<img src="//www.kitces.com/wp-content/uploads/2015/12/logo_riaz_75.png" alt="RIABiz">

“#1 of Top 10 Industry Blogs”

<img src="//www.kitces.com/wp-content/uploads/2015/12/logo-investmentnews-75.png" alt="Investment News">

“Power Tweeter”

Out And About

Aug
4

FPA NCA NexGen Retreat

Speaker: Michael Kitces

Location: Vienna, VA

Aug
24

Cedar Brook Group

Speaker: Michael Kitces

Location: Mayfield Heights, OH

Aug
31

FPA Greater Kansas City

Speaker: Michael Kitces

Location: Olathe, KS

View Full Schedule

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

For Consumers
For Advisors

Join over 50,461 fellow advisors now…

...& receive a free copy of our report:

Quantifying the Value of Financial Planning Advice

Nerd’s Eye View Praises

<img src="//www.kitces.com/wp-content/uploads/2015/12/logo-clientwise-180-75.png" alt="ClientWise">

“7 Financial Advisory Blogs that rock”

<img src="//www.kitces.com/wp-content/uploads/2015/12/logo-financialplanning-75.png" alt="Financial Planning">

“Top 10 Influential Blog for Financial Advisors”

<img src="//www.kitces.com/wp-content/uploads/2015/12/advicent_wordmark_75.png" alt="Advicent">

“#1 Favorite Financial Blog for Advisors”

<img src="//www.kitces.com/wp-content/uploads/2015/12/logo-financialsocial-751.png" alt="Financial Social Media">

“Best of the Best for Advisors”

<img src="//www.kitces.com/wp-content/uploads/2015/12/logo_riaz_75.png" alt="RIABiz">

“#1 of Top 10 Industry Blogs”

<img src="//www.kitces.com/wp-content/uploads/2015/12/logo-investmentnews-75.png" alt="Investment News">

“Power Tweeter”

Our Team
About Michael
Career Opportunities
Advicer Manifesto
Permissions / Reprints
Disclosures / Disclaimers
Privacy Policy
Terms of Use

Showcase YOUR Expertise

Submit Podcast Guest
Submit Guest Webinar
Submit Guest Post
Submit Summit Guest Presentation

Stay In Touch

Questions?

General Inquiries: [email protected]

Members Assistance: [email protected]

All Other Questions,
Or Reach Michael Directly:

Contact Michael

© 2022 Kitces.com. All Rights Reserved

This browser is no longer supported by Microsoft and may have performance, security, or missing functionality issues. For the best experience using Kitces.com we recommend using one of the following browsers.

Microsoft Edge
Mozilla Firefox
Google Chrome
Safari for Mac

To complete this Course purchase, you must log in to your Kitces.com account, or create a Reader account if you don't already have one.

Login to Kitces.com

Username or Email Address

Password

Remember Me

Forgot my password

Don't have an account?

Set up a free Reader Account to save articles and purchase courses.

Log in to Kitces.com to complete the purchase of your Course

Username or Email Address

Password

Remember Me

Forgot my password

NASAA Requirement

I confirm that I am registered under an RIA as an IAR in Maryland, Mississippi, or Vermont.

JOIN 50,461 FELLOW FINANCIAL ADVICERS

RECEIVING OUR LATEST RESEARCH AS IT IS RELEASED!

Sign up now & receive a free copy of The Kitces Report: Quantifying the Value of Financial Planning Advice

Join 50,461 fellow financial advicers getting our latest research as it's released, and receive a free copy of The Kitces Report on "Quantifying the Value of Financial Planning Advice"!

X

Finally...

Continuing education that actually teaches you something.

Practice management advice and tools relevant for your business.

Join 50,461 of your fellow financial

advicers getting the latest Nerd's Eye View blog

content as it's released.

Sign up now and get a free sample issue of The Kitces Report on "Quantifying the Value of Financial Planning Advice" as well!

Finally...

Continuing education that actually teaches you something.

Practice management advice and tools relevant for your business.

Join 50,461 of your fellow financial

advicers getting the latest Nerd's Eye View blog

content as it's released.

Sign up now and get a free sample issue of The Kitces Report on "Quantifying the Value of Financial Planning Advice" as well!