Pinnacle Advisory Group

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  What to Do About New Medicare Taxes: Kitces at FPA Conference

  By John Sullivan, AdvisorOne  |  October 2, 2012

  Michael Kitces, Pinnacle Advisory Group’s managing director of research, took the stage at FPA Experience 2012 on Monday in San Antonio to warn advisors of impending Medicare tax hikes.

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  Five Good Questions for Michael Kitces of Pinnacle

  By Bob Seawright, Madison Avenue Securities  |  August 16, 2012

  The portfolio expert shares his views on wealth management, the 4% rule and a variety of other financial-planning hot topics.

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  Six Conversations With Clients You Need to Have

  By Jane Wollman Rusoff  |  May 24, 2012

  To be a successful financial advisor, you must have the diagnostic acuity of a physician, the perspicacity of an investigative reporter, the problem-solving skills of a psychologist — and, oh yes, the expertise to recommend appropriate investments.

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  How to Get the Most Out of Social Security Planning for Couples: Michael Kitces

  By Joyce Hanson, AdvisorOne  |  May 10, 2012

  Couples can get more out of their Social Security benefits by timing which spouse files first and ensuring that the higher earner delays benefits until age 70, says CFP Michael Kitces.

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  Michael Kitces: The 2012 IA 25 Extended Profile

  By Melanie Waddell, AdvisorOne  |  May 9, 2012

  One of the original founders of NextGen, 34-year-old Michael Kitces not only holds a bevy of financial planning credentials, but the third edition of the book he co-authored, “The Advisor Guide to Annuities,” is due out in May.

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  The 2012 IA 25

  By Editorial Staff  |  April 24, 2012

  Some people ride a wave and some people, like the honorees of the 10th annual IA 25, create a wave.

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  Special Report: The 2012 IA 25

  By Editorial Staff  |  April 24, 2012

  Throughout the rest of April and May, we’ll be publishing extended versions of each profile, including exclusive interviews, on AdvisorOne.

• New Hire Roundup: BondDesk Welcomes Swartz; Kosharek Rises at Raymond James

  By Marlene Y. Satter, AdvisorOne  |  March 28, 2012

  This week in new hires, Donald Swartz went to BondDesk; Jamie Kosharek advanced at Raymond James; and Pinnacle made Michael Kitces a partner.

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  Reconsidering Reverse Mortgages

  By Joyce Hanson, AdvisorOne  |  March 26, 2012

  Times were tough for Dorothy Ariail back in 1977 when she became a young widow with three children.

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  Kitces: Why Niche Marketing Will Make or Break Advisors

  By Gil Weinreich, AdvisorOne  |  March 16, 2012

  ‘If you do everything for everyone, no one calls’ because potential clients don’t understand why you’re relevant to them, says Michael Kitces of Pinnacle Advisory Group.