When ‘Feelings Are Data’ To Navigate Clients’ Financial Planning Trade-Offs: Kitces & Carl 196
Some decisions are largely matters of data and analysis. Yet more often, that analysis informs a decision with trade-offs, such ...
Friday, September 11, 2026
Tag: Planning
DuPont anticipates Q3 2026 adjusted EPS of $1.80 to $1.90 while planning a $250M share repurchase (NYSE:DD)
Earnings Call Insights: DuPont de Nemours, Inc. (DD) Q2 2026 Management View CEO Lori Koch said the company “again exceeded ...
Navigating Succession Planning That Doesn’t Turn Out As Expected (Even When You’re Doing Everything Right): #FASuccess Ep 501 With Rick Kahler
Welcome everyone! Welcome to the 501st episode of the Financial Advisor Success Podcast! My guest on today's podcast is Rick ...
Research suggests that planning on paper and planning through a phone can engage the mind differently: paper may encourage a broader, internally organised view of the day, while apps make it easier to rely on external reminders and prompts.
Planning a day involves two different kinds of mental work. First comes arrangement: seeing what competes for the same hour, ...
Why women’s retirement planning requires a different approach
Women face distinct retirement planning challenges: They typically earn less over their careers, receive smaller Social Security benefits than men, ...
Assisted reproduction is fertile ground for financial planning missteps
The rising number of women and couples using assisted reproductive technology, or ART, to start or grow families has created ...
AI and Estate Planning: What You Should and Shouldn’t Trust
Have you ever asked ChatGPT a legal question just to see what it would say? If so, you’re part of ...
When to Start Estate Planning
By Herzog Law FirmNobody wakes up excited to plan their estate. It tends to sit on the to-do list for ...
Alzheimer’s & Estate Planning: Herzog Shares on CBS6 Albany
By Herzog Law FirmThis month, Herzog Law Firm was featured on CBS6 Albany (WRGB) as part of the station’s Together ...
What the World Cup teaches us about proactive tax planning
Why the best tax strategies, like championship teams, are built on preparation, adaptability, and smart decision-making. Highlights Great advisory starts ...
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