Her advice on making it work as you age is worth a read.
#Retirement #Travel #FinancialPlanning #Rethinking65
Her advice on making it work as you age is worth a read.
#Retirement #Travel #FinancialPlanning #Rethinking65
63% of advisors say the right move is to change nothing.
Nationwide Retirement Institute data via Rethinking65.
#RetirementPlanning #FinancialAdvisors #Rethinking65
63% of advisors say the right move is to change nothing.
Nationwide Retirement Institute data via Rethinking65.
#RetirementPlanning #FinancialAdvisors #Rethinking65
The strategy that pays the most over a lifetime is rarely the best one.
Ash Ahluwalia at Rethinking65 explains the difference.
#RetirementPlanning #FinancialAdvisors #Rethinking65
The strategy that pays the most over a lifetime is rarely the best one.
Ash Ahluwalia at Rethinking65 explains the difference.
#RetirementPlanning #FinancialAdvisors #Rethinking65
The gap was $22K in gifts to adult children they had stopped thinking of as discretionary.
Mike Casey, CFP® at Rethinking65 on why expenses beat income-replacement rules every time.
#RetirementPlanning
The gap was $22K in gifts to adult children they had stopped thinking of as discretionary.
Mike Casey, CFP® at Rethinking65 on why expenses beat income-replacement rules every time.
#RetirementPlanning
Yet 70% to 90% of their net worth is locked in the business.
Kimberly Foss at Rethinking65 on the retirement gap advisors need to close.
#RetirementPlanning #FinancialAdvisors #Rethinking65
Yet 70% to 90% of their net worth is locked in the business.
Kimberly Foss at Rethinking65 on the retirement gap advisors need to close.
#RetirementPlanning #FinancialAdvisors #Rethinking65
rethinking65.com/beyond-the-b...
#WomenAndMoney #FinancialPlanning
rethinking65.com/beyond-the-b...
#WomenAndMoney #FinancialPlanning
Investors no longer have to choose between a mutual fund and an ETF.
#ETFs #FixedIncome #FinancialAdvisors #Rethinking65
Investors no longer have to choose between a mutual fund and an ETF.
#ETFs #FixedIncome #FinancialAdvisors #Rethinking65
The application used to be a front door. Now it is a dead end.
#AI #CareerPlanning #FinancialAdvisors #Rethinking65
The application used to be a front door. Now it is a dead end.
#AI #CareerPlanning #FinancialAdvisors #Rethinking65
It almost never works.
Beverly Flaxington writes for @Rethinking65 on what is actually behind difficult client behavior and how to defuse it.
#PracticeManagement #ClientRelationships #FinancialAdvisors
It almost never works.
Beverly Flaxington writes for @Rethinking65 on what is actually behind difficult client behavior and how to defuse it.
#PracticeManagement #ClientRelationships #FinancialAdvisors
Rethinking65 has the full story. #Philanthropy #Longevity #FinancialAdvisors #Rethinking65
Rethinking65 has the full story. #Philanthropy #Longevity #FinancialAdvisors #Rethinking65
Paula L. Green reports for Rethinking65 on how Edward Mahaffy of ClientFirst Wealth builds adaptive income plans that update as spending, taxes and household cash flows change.
#RetirementPlanning #RetirementIncome
Paula L. Green reports for Rethinking65 on how Edward Mahaffy of ClientFirst Wealth builds adaptive income plans that update as spending, taxes and household cash flows change.
#RetirementPlanning #RetirementIncome
Scott Bishop, CFP writes for Rethinking65 on why chasing yield without a plan is the wrong starting point.
#RetirementPlanning
Scott Bishop, CFP writes for Rethinking65 on why chasing yield without a plan is the wrong starting point.
#RetirementPlanning
Ed Prince reports for Rethinking65 on three advisors defusing the retirement tax bomb three different ways: municipal bonds, Roth conversions and private investments.
#RetirementPlanning #RMD
Ed Prince reports for Rethinking65 on three advisors defusing the retirement tax bomb three different ways: municipal bonds, Roth conversions and private investments.
#RetirementPlanning #RMD
Not a financial problem. A behavioral one.
Frederick Saide writes for @Rethinking65 on the underspending trap.
#RetirementPlanning #BehavioralFinance #FinancialAdvisors #Rethinking65
Not a financial problem. A behavioral one.
Frederick Saide writes for @Rethinking65 on the underspending trap.
#RetirementPlanning #BehavioralFinance #FinancialAdvisors #Rethinking65
The Tax Foundation says replace them with a 1% VAT. $130.1 billion in projected revenue gains through 2036.
#TaxPolicy #Tariffs #FinancialAdvisors #Rethinking65
The Tax Foundation says replace them with a 1% VAT. $130.1 billion in projected revenue gains through 2036.
#TaxPolicy #Tariffs #FinancialAdvisors #Rethinking65
Every client already has an estate plan. If they have no documents, the state has one for them.
Josh Dunn writes for Rethinking65. #EstatePlanning
Every client already has an estate plan. If they have no documents, the state has one for them.
Josh Dunn writes for Rethinking65. #EstatePlanning
“The fiduciary movement in financial services has been too small for too long. It’s time for us to go big.”
Jerilyn Klein interviews Kinder for Rethinking65. #Fiduciary #FinancialPlanning #NAPFA
“The fiduciary movement in financial services has been too small for too long. It’s time for us to go big.”
Jerilyn Klein interviews Kinder for Rethinking65. #Fiduciary #FinancialPlanning #NAPFA
The annual cost of a home health aide could exceed $500,000 by 2058, per Northwestern Mutual.
Rethinking65 has the full breakdown. #LongTermCare #RetirementPlanning #FinancialAdvisors #Rethinking65
The annual cost of a home health aide could exceed $500,000 by 2058, per Northwestern Mutual.
Rethinking65 has the full breakdown. #LongTermCare #RetirementPlanning #FinancialAdvisors #Rethinking65
Joanne Giardini-Russell writes for Rethinking65 on what advisors need to tell clients before December 7.
#Medicare #MedicareAdvantage
Joanne Giardini-Russell writes for Rethinking65 on what advisors need to tell clients before December 7.
#Medicare #MedicareAdvantage
"AI is not going to replace the advisor. But who it will replace is the advisor who is not using AI."
Mike Byrnes reports for @Rethinking65. #AI #PracticeManagement #FinancialAdvisors
"AI is not going to replace the advisor. But who it will replace is the advisor who is not using AI."
Mike Byrnes reports for @Rethinking65. #AI #PracticeManagement #FinancialAdvisors
Robert Half's 2027 Salary Guide via Rethinking65 on what is driving compensation in 2027.
#AI #CareerPlanning #FinancialAdvisors #Rethinking65
Robert Half's 2027 Salary Guide via Rethinking65 on what is driving compensation in 2027.
#AI #CareerPlanning #FinancialAdvisors #Rethinking65
The U.S. Senate just held its first-ever hearing on menopause. Eleanor O'Sullivan writes for Rethinking65: "Those are financial planning issues."
#WomenInFinance #MenopauseAwareness #RetirementPlanning #FinancialAdvisors
The U.S. Senate just held its first-ever hearing on menopause. Eleanor O'Sullivan writes for Rethinking65: "Those are financial planning issues."
#WomenInFinance #MenopauseAwareness #RetirementPlanning #FinancialAdvisors
Exceed the first threshold by $1 and a married couple pays nearly $1,949 more per year.
Frederick Saide writes for Rethinking65. #Medicare #IRMAA
Bridget Willard writes for @Rethinking65 on why X still matters for advisors building a personal brand and how to do it in 5 minutes a day.
Bridget Willard writes for @Rethinking65 on why X still matters for advisors building a personal brand and how to do it in 5 minutes a day.
Eleanor O'Sullivan reports for Rethinking65 on what advisors and families need to know.
#Parkinsons #LongTermCare
Eleanor O'Sullivan reports for Rethinking65 on what advisors and families need to know.
#Parkinsons #LongTermCare