Michael Kitces, MSFS, MTax, CFP, a Financial Planning contributing writer, is head of planning strategy for
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Advisors' best planning skills will go to waste if they can't win over clients.
August 25 -
While the 4% rule was created to set a minimum income floor, that doesn't mean spending can never be raised. Here's a better approach to withdrawal rates.
July 28 -
Unbundling fees might clarify the deductibility of your work, but may be tricky for some firms.
June 15 -
Mutual funds and ETFs with overlapping holdings cloud the waters for rules aimed at tax-loss harvesting in individual securities. Be sure you're not putting clients at risk.
May 26
