Michael Kitces’ Post

Every insurance and financial planning professional runs into situations outside their scope of services or licenses. Medicare BackOffice (MBO) has your back for those situations. Learn more about how MBO can help you in our blog. https://hubs.li/Q02y72jB0

The idea of a manifest distinction between financial advisers and financial planners has gathered momentum over the past few years. As a result, broad definitions – adopted both within our industry and by sections of the media – have emerged. In this article we explore the dangers of the Financial Adviser/Planner divide. #trulyindependent #financialadvisers #IFA

Because you’re busy navigating your world and choices, you may think you have to put off serious financial planning. But now is the ideal time to start preparing a financial strategy that matches your values for today and down the road. Reach out to our Financial Services team to talk about the tools and ideas that can best help you. Click here --> www.appleservices.com/ #credituniondifference #creditunion #financialeducation #genzfinance #northernvirginiacreditunion #savings #millennialmoney

Are you making the most of your HSA? HSAs offer a triple tax advantage: 💲 tax-free contributions 💲 tax-free growth 💲 tax-free withdrawals for medical expenses Whether you’re using a cash HSA for immediate needs or an investment HSA for future growth, it’s a powerful tool for your financial security. Wondering how to leverage these benefits? Let’s chat about maximizing your HSA’s potential. Schedule a no-strings-attached consultation with us at https://lnkd.in/gWppsfEU or by calling (269) 218-2100. #HealthSavingsAccount #HSA #WealthAdvisor #FinancialAdvisor

Financial advisors, step up your game, edge out your competition, and help prevent client meltdowns. Plan benchmarking helps ensure your clients’ 401(k) plans will pass IRS testing with flying colors. They'll have peace of mind, and you’ll look pretty good too. Learn more in this webinar 👉 https://bit.ly/3TAL9h7 #FinancialAdvisors #401k

Lately, I'm getting asked more frequently about how I make money. It is important to work with an advisor that you can trust, which requires full transparency on how they make money. Here's a quick guide on how Financial Advisors get compensated. https://bit.ly/4aH5C9P

We believe that financial planning means so much more than investing and managing your money. 💰 It starts with knowing you — your life, your challenges, your goals. There’s no one-size-fits-all financial strategy, so every member gets our undivided attention, from planning to execution to follow-up. Our knowledgeable VCU Financial advisors aren't just that. They're community members who take pride in connecting with their neighbours. 🤝 💬 Swipe to see what kind of questions our VCU Financial advisors are happy to answer... Connect with a VCU Financial advisor today ➡️ https://loom.ly/orXg3mM #VCUFinancial #VisionCU #WeSeeBankingDifferently #FinancialPlanning

Reviewing your Medicare coverage is part of a sound financial strategy. Take advantage of the Open Enrollment period for October 15th- December 7th to make changes. Reach out to one of our seasoned professionals today to discuss your options. #ftf #openenrollment #stayinformed

Another 5-star review! 🌟 We're thrilled to see our clients succeed and feel the relief they deserve. Thank you for trusting IRS Trouble Solvers with your journey to financial freedom! #FiveStarReview #TaxRelief #ClientSuccess #IRSHelp #TaxResolutionExperts

The advice industry has broadly welcomed the legislative groundwork surrounding the latest set of financial advice reforms, although they note “the devil’s in the details”. https://lnkd.in/efFjpYv3