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The number of widows is declining. The number of women navigating their finances alone is not.
Gray divorce. Never-married women. Longer chronic illness. The solo ager looks different now.
Paula L. Green reports for Rethinking65.
#WomenInFinance #RetirementPlanning #FinancialAdvisors #Rethinking65
Widowhood Is No Longer the Whole Story
More women are becoming solo agers and need to prepare for the uncertainties of managing their finances alone.
rethinking65.com
September 22, 2026 at 10:08 PM
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"If you could be a fly on the wall while one of your clients described you to a friend, what do you think you would hear?"

Jeff Feazell writes for @Rethinking65 on what clients actually say when no one is listening.

#PracticeManagement #Marketing #FinancialAdvisors #Rethinking65
What Your Clients Actually Say About You (And Why It’s Probably Not What You Expect)
Each time someone chooses you, their reason likely has little to do with your paper qualifications, no matter how impressive they are.
rethinking65.com
September 21, 2026 at 1:18 PM
ashokmodi.bsky.social
Typical know it all psychotic oligarch, pardon the redundancy. rethinking65.com/2023/12/07/d...
March 18, 2024 at 10:58 PM
ret65.bsky.social
The gap is not investment management. It is what happens when the person managing everything is suddenly gone.

Linda Aldmon, CFP writes for @Rethinking65 on the question advisors should be asking DIY investors.

#PracticeManagement #FinancialAdvisors #SecondHalfOfLife #Rethinking65
The Question I Ask Every DIY Investor Who Says He Doesn't Need Me
It converts a meaningful number of people who were otherwise unmovable on the conversation, because it reframes what we do.
rethinking65.com
September 21, 2026 at 1:10 PM
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The wealth management industry is approaching the same question Tesla asked about drivers.

What happens when the advisor is no longer required?

Shawn Bostic writes for Rethinking65 on the question every human advisor must answer now.

#AI #PracticeManagement #FinancialAdvisors #Rethinking65
The Question Every Human Advisor Must Answer
The AI advisor is always available, never rushed and remembers every detail of a client’s financial life. What will make clients choose you?
rethinking65.com
September 21, 2026 at 1:35 PM
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Pets can hit 8% of retirement spending. They also reduce loneliness and reveal more about a client than most financial questions. The pet conversation belongs in every retirement review. rethinking65.com/beyond-small...
#RetirementPlanning #FinancialAdvisors #Rethinking65
Beyond Small Talk: How Pets Reveal What Matters Most to Clients
A client's relationship with a pet can offer insights into their priorities, well-being, retirement plans, and financial decision-making.
rethinking65.com
June 5, 2026 at 3:40 PM
ret65.bsky.social
Student loan holders ages 65 to 69 still have 401k balances 28.2% lower than those without debt. The gap never completely closes.

Ed Prince reports for Rethinking65 on what SECURE 2.0's student loan match could mean for workers and advisors.

#StudentLoans #RetirementPlanning #FinancialAdvisors
Student Loans Permanently Set Back Retirement Savings, Study Finds
Workers would gain at least $11.2 billion a year if all employers adopted the SECURE 2.0 Act’s student loan match, EBRI says.
rethinking65.com
September 25, 2026 at 3:19 PM
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Trump is placing a tax on Americans.

That's why New Dems called out these harmful actions and urged him to pursue policies that work in our nation's best interest.

Read more about how Trump is raising prices and how New Dems are working to stop it ⬇️

rethinking65.com/tariffs-are-...
Tariffs Are a Tax That Advisors Must Consider
Investment experts, a tax-policy analyst and bipartisan members of Congress weigh in on how the tariffs can impact the American public.
rethinking65.com
April 25, 2025 at 3:06 PM
ret65.bsky.social
Google's shift to AI-mode search replaced SEO with AEO: answer engine optimization. For financial advisors, it may be the best argument yet for starting a podcast.

Ed Prince reports for Rethinking65 on why authenticity is now the algorithm.

#PracticeManagement #Marketing #Podcasting
Podcasting for Fun and Profit: Why It's Essential to Advisor Outreach
A recent shift in Google search makes podcasting more important than ever for financial firms, a producer says.
rethinking65.com
September 17, 2026 at 4:18 PM
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Accounting enrollment at 4-year programs up 8.9% in spring 2026. Third straight year of increases. Outpacing every other business major. Rethinking65 has the full AICPA data.
rethinking65.com/the-hottest-...
#Accounting #CollegePlanning #Rethinking65
The Hottest Undergraduate Business Major? Accounting
Four-year programs saw a nearly 9% increase over spring 2025 as accounting continues to outpace the growth rate for business majors overall.
rethinking65.com
June 10, 2026 at 12:11 PM
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49% of student athletes lack tax and financial literacy resources. Only 9% have met with a financial counselor. $355 million in NIL deals approved since June 2025.
Ed Prince has the full story for Rethinking65.
rethinking65.com/millions-are...
#NIL #StudentAthletes #FinancialAdvisors #Rethinking65
Millions Are Flowing to Student Athletes, But Few Have Financial Advisors
“Do your homework,” says this advisor who has ventured into the billion-dollar “Wild West” of collegiate sports’ NIL compensation.
rethinking65.com
July 20, 2026 at 2:51 PM
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Pleased to present my second in a series of articles, ‘Federally Employed Clients at a Crossroads’

rethinking65.com/federally-em...
Federally Employed Clients at a Crossroads
With many caught off guard by job eliminations, they need your help to make decisions affecting the rest of their lives. (By Ilene Slatko)
rethinking65.com
February 25, 2025 at 10:18 PM
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Most advisors plan as if every client has kids & grandkids. That’s the “fiduciary void.” It leaves childfree clients underserved. Read how we must evolve. #financialplanning
🔗 rethinking65.com/the-fiduciar...
The ‘Fiduciary Void’
The traditional advice of financial advisors fails childfree clients and creates a fiduciary void. Ask childfree clients these questions.
rethinking65.com
October 15, 2025 at 9:28 AM
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Retirement needs more than $$ — it needs a why. Purpose drives better choices & happier lives. #retirement

👉 rethinking65.com/whats-your-retired-clients-why/
What’s Your Retired Clients’ ‘Why’?
Clients who get stuck in their pre-retirement identities, rather than reshaping them, are more likely to make poor financial decisions.
rethinking65.com
September 23, 2025 at 9:39 AM
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Advisor fees are rising sharply. And the way advisors charge is changing just as fast.

rethinking65.com/financial-ad...

#advisorfees #retirementplanning #financialadvisors #WealthManagement #rethinking65
Financial Advisors Are Sharply Raising Fees, Shifting Gears
A new study published by Envestnet finds that RIA advisors are raising some fees far more aggressively than their non-RIA competitors.
rethinking65.com
May 6, 2026 at 12:27 PM
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Volunteering isn’t just good—it can make you a better advisor. 💡
New article by Karen Altfest shows how community work boosts empathy, leadership & insight. #financialplanning #givingback
rethinking65.com/volunteering...
Volunteering Can Make You a Better Advisor
Contributing time to your community can deliver returns as valuable as any profitable financial investment.
rethinking65.com
September 19, 2025 at 9:45 AM
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Gray divorce is rising. The financial disentanglement is usually the most contentious part. Sarene B. Arias writes for @Rethinking65 on how advisors can help clients ask better questions before the battle begins. #GrayDivorce #FinancialAdvisors

rethinking65.com/helping-clie...
Helping Divorcing Clients Make Better Decisions, Not Bigger Battles
Here's how to reduce tension, improving decision-making, and helping clients achieve better financial and personal outcomes during divorce.
rethinking65.com
July 23, 2026 at 8:45 PM
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Retirement can trigger deep and confusing financial anxiety, but as an advisor you can help clients transition less stressfully. #financialplanning #retirement

rethinking65.com/finding-new-...
rethinking65.com
March 21, 2025 at 10:06 AM
ret65.bsky.social
The retirement “magic number” just jumped to $1.46M...
That is a $200K increase in a single year.
Yet nearly half of Americans do not think they will be ready.
rethinking65.com/americans-re...
#Rethinking65 #RetirementPlanning #FinancialAdvisors
American's Retirement Security ‘Magic Number’ Increases $200K to $1.46M
Outliving savings and the continued viability of Social Security are top retirement concerns, according to a Northwest Mutual study.
rethinking65.com
April 3, 2026 at 1:24 PM
ret65.bsky.social
A new DOJ lawsuit against SeaWorld’s parent company highlights a growing issue: accessibility gaps in public-facing businesses.

Find the full article in the comments below.

#Rethinking65
March 27, 2026 at 12:54 PM
ret65.bsky.social
276,000 donors. $1.75 billion raised. The Michael J. Fox Foundation's All Grit. No Quit campaign is more than halfway to its $2.5 billion goal for Parkinson's research.

Parkinson's cases are projected to double globally by 2040. Full story:
rethinking65.com/michael-j-fo...
September 18, 2026 at 1:12 PM
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Robo-advisors can crunch numbers—but can they comfort a worried client or navigate tough emotions? 🤖❤️ Discover why emotional intelligence still gives human advisors the edge. #financialplanning #AI

rethinking65.com/why-robo-adv...
Why Robo-Advisors Will Never Replace Emotional Intelligence
AI may be better at crunching numbers, but only human advisors can provide the insight needed for meaningful retirement planning.
rethinking65.com
July 22, 2025 at 9:33 AM
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66% of eligible workers who aren't contributing to their retirement plan think they are. Up from 59% in 2023.

Principal Financial Group calls it "participant illusion." Ed Prince has the full data for Rethinking65.

rethinking65.com/more-workers...
#RetirementPlanning #FinancialAdvisors
More Workers Erroneously Think They're Saving for Retirement
Failure to understand their retirement plans has some workers overconfident that they’re saving when they're not, a new study finds.
rethinking65.com
June 24, 2026 at 1:08 PM
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"Predicting rain doesn't count. Building the ark does." Warren Buffett. As Buffett begins retirement at 95, Christopher Baccella writes for Rethinking65 on his nine best quotes and the stop-loss discipline advisors should be using right now. rethinking65.com/warren-buffe...
#InvestmentStrategy
Warren Buffett's Wisdom and the Case for Stop-Loss Discipline
These nine gems and this multifunction tool could prepare your clients to handle whatever the market throws their way.
rethinking65.com
June 16, 2026 at 12:29 PM
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Feed: "Rethinking65"
By: Dave Buck on Friday, September 19, 2025
What’s Your Retired Clients’ ‘Why’?
Clients who get stuck in their pre-retirement identities, rather than reshaping them, are more likely to make poor financial decisions.
rethinking65.com
September 19, 2025 at 9:19 PM