Executive SummaryEnjoy the current installment of “weekend reading for financial planners” – this week’s edition kicks off with the news that the window for the Department of Justice to appeal the DoL fiduciary rule to the Supreme Court has passed, in what most believe is the fiduciary rule’s final...
Executive SummaryGetting started as a financial advisor is difficult, in a world where most job offers to become a financial advisor still require getting all of your own clients from scratch, and compensation is tied to the amount of clients and business the new advisor brings in. But...
I’ve been curious about it for years.  This week, I’m living it for the first time.  Now, I can finally share… I have no idea why I’m fascinated by the “First Week Of Retirement”, and I’m curious if others also wonder about it? ...
Executive SummaryBefore the development of universal life insurance, permanent life insurance was relatively straightforward. Policies had fixed premiums, fixed death benefits, and fixed interest rates generating consistent growth of cash surrender values over time. As a result, determining the internal rate of return (IRR) on policies was relatively...
Executive SummaryWelcome, everyone! Welcome to the 76th episode of the Financial Advisor Success Podcast!My guest on today’s podcast is Kristy Archuleta. Kristy is an Associate Professor in the financial planning program at Kansas State University, with a focus on teaching advisors how to actually change their clients’ behaviors for...
Executive SummaryIn 2008, Kitces.com was first launched as a platform to showcase my new paid newsletter service, The Kitces Report, and to advertise my services as a speaker for financial advisor conferences, with a “grand vision” that my newsletter would help to draw interest for more speaking engagements,...
by Bob French, CFA June 8, 2018 Everyone knows that you’re supposed to start saving for retirement early, but that doesn’t always happen. In fact, if you look at the numbers, it’s actually pretty rare. Most people are woefully unprepared for retirement, but you can change that. Preparing for retirement is...
Executive SummaryEnjoy the current installment of “weekend reading for financial planners” – this week’s edition kicks off with a look at why, nearly 3 months after its surprising decision to vacate the DoL fiduciary rule, the clerk’s office of the 5th Circuit Court of Appeals still has not actually issued its official mandate...
…I sent the tweet shown above, and my Social Media exploded.   The friendships I’ve built through this blog were, appropriately, the final group of friends to celebrate my retirement.  My work days are within hours of ending as I type these words on this plane, but my “new”...
Executive SummaryThe number of female CFP professionals has remained stubbornly pegged at 23% for nearly 15 years, despite an ever-growing effort of the industry to attract more women. Because unfortunately, even as the profession seeks to build awareness and draw more women into financial planning, the positive impact...