Wealth Management

FEBRUARY 6, 2025

Keller will step down on April 30, 2026, with the Board planning a search for his successor in the coming year. In a LinkedIn post, Keller wrote that leading well means leaving well.

CFP 253

CFP Retirement Planning 253

Abnormal Returns

JULY 3, 2023

kitces.com) Estate planning Four things to consider in anticipation of 2026. kitces.com) How the NAPFA, CFP and FPA define 'no fee' is increasingly controversial. (matts-newsletter-7a3f46.beehiiv.com) beehiiv.com) A round-up of the past month's advisor-tech news including Vanilla's new "estate advisory" platform.

Estate Planning 240

Estate Planning Recruitment Wealth Management Startup 240

Wealth Management

FEBRUARY 6, 2025

Keller will step down on April 30, 2026, with the Board planning a search for his successor in the coming year. In a LinkedIn post, Keller wrote that leading well means leaving well.

CFP 130

CFP Retirement Planning 130

Darrow Wealth Management

JULY 1, 2024

Although a number of these provisions will negatively impact taxpayers starting in 2026, there a few changes that will be positive. Here’s a summary of the major tax law changes coming in 2026 and some steps individuals and business owners can take to prepare. In 2026, this is all expected to change (again).

Taxes 101

Taxes Tax Planning Planning Estate Planning 101

Nerd's Eye View

JANUARY 13, 2025

And also make it easier for us to redesign the Nerd's Eye View blog side of the website as well, in 2026!) And we continue to expand the types of CE we provide as well, including the ability for Canadian CFP certificants to earn CE credit from Kitces (effective immediately for 2025!),

Financial Advice 148

Financial Advice Ethics Financial Planning Education 148

Darrow Wealth Management

JULY 1, 2024

Although a number of these provisions will negatively impact taxpayers starting in 2026, there a few changes that will be positive. Here’s a summary of the major tax law changes coming in 2026 and some steps individuals and business owners can take to prepare. In 2026, this is all expected to change (again).

Taxes 52

Taxes Tax Planning Planning Estate Planning 52

NAIFA Advisor Today

AUGUST 1, 2024

NAIFA’s Committee on Governance has nominated John Wheeler , CFP, CLU, ChFC, CRPC, LACP, CLTC, LUTCF, Executive Senior Partner at Totus Wealth Management LLC in Houston, Texas, to be the 2025 NAIFA Secretary. As incoming Secretary, Wheeler will be in line to serve as President-Elect in 2026 and President in 2027.

CFP 52

CFP Wealth Management Government Management 52