Advisor Helps Ballplayer Prepare for Life's Curveballs

Apr 03, 2019

Pitcher Tyler Skaggs and his wife learned a valuable lesson when their wedding was almost destroyed by wildfires.

Michael Kitces' #FASuccess Podcast: Fishing for Prospects With Jared Reynolds

Apr 02, 2019

Jared Reynolds found his niche in working with bass fishermen.

Help Clients Avoid Family Business Fractures

Apr 01, 2019

Opening the door to honest communication is key.

Financial Planning for Widows and Widowers

Mar 29, 2019

There is a lot of financial uncertainty in the immediate aftermath of losing a spouse.

Income-Based Fees Make A 'Comeback'

Mar 27, 2019

A handful of veteran advisors say the recent move to charge clients income-based fees has been tried before, and offer some cautionary advice of their own.

How to Create a Meaningful and Successful Client Relationship

Mar 27, 2019

Pay attention to the emotional impact of the planning process

Michael Kitces' #FASuccess Podcast: Forming A Specialized Advice Process To Add Real Value In Serving Small Business Owners. with Josh Patrick

Mar 22, 2019

Josh has leveraged his experiences as a small business owner to give him a unique perspective while transitioning into financial planning as a second career.

How Smart Are You About Tax Credits?

Mar 15, 2019

The Tax Cuts and Jobs Act introduced new rules that dramatically shuffle the tax landscape. How informed are you about them?

Delicately Handling Family Loans and Gifts

Mar 15, 2019

The devil is in the details when clients help out relatives.

The New Family Business Ownership Model

Mar 15, 2019

A new way of looking at ownership to assist advisors working with family businesses.