Michael Kitces

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  Wanted: Smart Strategies for Wealthy’s Steeper Tax Landscape

  By Jane Wollman Rusoff  |  February 22, 2013

  Not since Jimmy Carter’s presidency have the very well-off been subject to such high tax liability. The increases are permanent.

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  Get Ready for Gender-Based Pricing on LTC Insurance

  By Melanie Waddell, AdvisorOne  |  February 20, 2013

  A new twist is coming to LTC insurance: gender-based pricing, and women can expect to pay 20% to 40% more for coverage than men, says Michael Kitces.

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  Here’s Your Lead Generation Machine

  By Ellen Uzelac  |  January 23, 2013

  Here’s a storyboard you’ll love: Investor checks out financial advisor online and likes what he sees. Investor hires financial advisor.

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  What’s an Advisor’s Value?

  By Michael Finke  |  January 23, 2013

  A recent survey conducted by Fidelity Investments found that only 57% of clients felt their advisor provided value during “recent market conditions.”

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  Fiscal Cliff Deal: ‘A Missed Opportunity’

  By Melanie Waddell, AdvisorOne  |  January 21, 2013

  While the fiscal cliff deal that was approved by the House and Senate on Jan. 1 was good news in that it sent the markets soaring and includes some changes that make financial planning easier, critics of the deal say that it fails to remedy the fiscal challenges that lie...

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  The Future of Financial Advice? Maybe It’s Health Care

  By Bob Clark, AdvisorOne  |  January 16, 2013

  I suspect that financing health care will replace investments as the primary service demanded by advisory firm clients in the all-too-near future.

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  Kitces on the Top 3 Topics for Advisors in 2013—Topic 3: Obamacare

  By Michael E. Kitces  |  January 10, 2013

  This year may mark the beginning of a permanent change in separating employment from health insurance. Why this development in health exchanges holds major implications for you and your clients.

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  Big Boost to 401(k) Roth Conversions in Fiscal Cliff Deal

  By John Sullivan, AdvisorOne  |  January 3, 2013

  The last-minute deal by Congress to avoid the fiscal cliff contains a new option for workers saving for retirement.

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  Fiscal Cliff Deal: The Good, the Bad and the Ugly

  By Melanie Waddell, AdvisorOne  |  January 2, 2013

  The fiscal cliff deal that was approved by Congress sent the markets soaring Wednesday, but lawmakers and industry officials were quick to weigh in with their opinions—positive and negative—on the deal.

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  Is Kitces Right on When a CFP’s Fiduciary Duty Should Apply?

  By Knut A. Rostad  |  December 17, 2012

  Advancing the discussion, Michael Kitces urges the CFP Board to abandon its approach of limiting when a fiduciary standard should apply to certificants.