Welcome everyone! Welcome to the 486th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Lisa...

The Roth-vs.-Traditional IRA question has a clear answer for most people once you walk through six yes/no decisions but each step is gated...

The Department of Education confirmed Monday that Graduate PLUS loans will count toward the new $257,500 student loan lifetime borrowing...

An advisor’s initial years present a valuable opportunity to learn the planning process and slowly progress in the firm. Yet Kitces...

High-yield savings account rates finally saw their first major dips of 2026 – with about a half-dozen banks reducing their savings...

For those who work in AI, let me share a cautionary tale based on history. You may be getting incredibly rich right now, but there’s...

Are you looking for ways to build wealth? When people hear the phrase “build wealth,” they usually think of something big and...

Key Points About one in four graduate borrowers currently takes on student loans that exceed the new limits set by the One Big Beautiful...

A Louisiana bill would require college students to repay their TOPS (Taylor Opportunity Program for Students) scholarship money if they...

Key Points No federal law requires students to report private scholarships to their college. The reporting requirement comes from college...