Patrick Villanova is a Senior Writer at various esteemed outlets, including Yahoo News and KRON-TV. He focuses on finance, personal finance, and the banking, financial services, and insurance (BFSI) sectors, covering topics such as retirement planning, saving and investing, credit health, and debt management. Patrick's work has been featured in notable publications such as Forbes, Yahoo Finance, and the Richmond Times-Dispatch.
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United States (National)
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Patrick Villanova's articles focus on personal finance, particularly retirement planning and investment analysis. He often cites data to support his content and provides how-to guides for financial matters.
Given Patrick’s emphasis on citing data and providing investment analysis, he would likely be interested in pitches from credible financial experts who can provide unique insights backed by relevant data or research. Topics related to retirement planning, estate planning, cost of living trends, and strategies for maximizing savings could potentially resonate with him.
Considering his national geographic focus on the United States, pitches should take into account the relevance of the topic to a U.S. audience.
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By: Patrick Villanova, Tanza Loudenback
Here's where it gets a bit tricky. Even though you've aged out of early withdrawal penalties, there may still be taxes on earnings attributable to those converted funds. It all comes down to when you opened the Roth IRA.
Tax planning software can help you create a more holistic view of your clients' financial plans, making it easier to identify opportunities for optimization.
By: Brandon Renfro, Patrick Villanova
What you're asking doesn't sound unreasonable, but as always, it depends on your individual situation and what your specific needs are. A
By: Rebecca Lake, Patrick Villanova
2024 Kitces report on how financial planners market their services. If you're not utilizing this strategy yet, you may be missing opportunities to expand your visibility and scale your advisory business.
By: Patrick Villanova, Rebecca Lake
recommend annuities to consumers to ensure that they're aligned with client needs. Annuity suitability training, or equivalent best interest training, is required in every state for financial advisors who sell annuity products.
By: Patrick Villanova, Jeremy Suschak
When plugging in our figures into retirement calculators, they seem to focus on the total amounts. Do I just plug in numbers based on my husband's 401(k) accounts?
The Kitces Advisor Services Map is a comprehensive list of outsourcing providers for financial advisors. Learn how to use it grow your firm.
By: Rebecca Lake, Patrick Villanova
Weighing lead quality vs. lead quantity is important if you want to grow while avoiding marketing pitfalls that could hold your business back. Both quality and quantity matter, as you need a sufficient number of leads regularly coming in that match your target audience. Developing buyer personas and tracking
as a registered investment advisor can open the door to greater freedom and flexibility in the way you do business and the clients you serve.
By: Tanza Loudenback, Patrick Villanova
This is the fun (and at times, frustration) of financial planning in your 30s and beyond: what to prioritize.
