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:

Weekend Reading Sign-Up

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.

Enjoying our Weekend Reading summaries? Sign up to get all of our latest articles directly to your email!

Join over 52,045 fellow advisors now…

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

Quantifying the Value of Financial Planning Advice

Thursday, December 8 | 12:00 – 4:00 PM ET

See How Successful Advisors Are Demonstrating Their Ongoing Value To Clients

PURCHASE YOUR PASS NOW

x

Your client gave you 62 pages of Wills and trusts?
What do you do next?
Learn how to review them quickly and identify potential issues and opportunities.

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

Understanding The Two 5-Year Rules For Roth IRA Contributions And Conversions
Michael Kitces

January 1, 2014 88
Equipment To Create The Ideal Home Videoconferencing Setup – What Financial Advisors Should Use
Bill Winterberg

April 16, 2020 15
The New 1% Advisory Fee: 1% Of Income, Instead Of 1% Of Assets
Michael Kitces

February 11, 2019 1
What Returns Are Safe Withdrawal Rates REALLY Based Upon?
Michael Kitces

August 15, 2012 20
How To Do A Backdoor Roth IRA (Safely) And Avoid The IRA Aggregation Rule And Step Transaction Doctrine
Michael Kitces

August 12, 2015 91
6 Types Of Niches For Financial Advisors To Differentiate Themselves
Stephen Wershing

July 8, 2019 1

Nerd’s Eye View Praise

“Top 10 Influential Blog for Financial Advisors”
“#1 Favorite Financial Blog for Advisors”
“Top 10 Influential Blog for Financial Advisors”
“Best of the Best for Advisors”
“Financial Advisory Blogs that rock”
“#1 of Top 10 Industry Blogs”

Out And About

Dec
8

IF Partners

Speaker: Jeffrey Levine

Location: Tampa, FL

Dec
8

Retirement Management Executive Forum

Speaker: Meghaan Lurtz

Location: Philadelphia, PA

Jan
20

Janney Montgomery Scott

Speaker: Jeffrey Levine

Location: Philadelphia, PA

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 52,045 fellow advisors now…

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

Quantifying the Value of Financial Planning Advice

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

Join 52,045 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

JOIN 52,045 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

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

Username or Email Address

Password

Remember Me

Forgot my password

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.

NASAA Requirement

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

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.

Finally...

Continuing education that actually teaches you something.

Practice management advice and tools relevant for your business.

Join 52,045 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 52,045 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!