One in six Parkinson's patients suffer complications during a hospital stay. The biggest expense families face is rarely medication. It is the cost of maintaining independence.
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
Parkinson’s: Efforts Underway for Better Patient Outcomes
Two doctors at a newly named comprehensive care center for Parkinson’s explain what patients and families need.
rethinking65.com
September 28, 2026 at 5:05 PM
One in six Parkinson's patients suffer complications during a hospital stay. The biggest expense families face is rarely medication. It is the cost of maintaining independence.
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
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
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
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
Ed Prince reports for Rethinking65 on what SECURE 2.0's student loan match could mean for workers and advisors.
#StudentLoans #RetirementPlanning #FinancialAdvisors
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
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
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
Gray divorce. Never-married women. Longer chronic illness. The solo ager looks different now.
Paula L. Green reports for Rethinking65.
#WomenInFinance #RetirementPlanning #FinancialAdvisors #Rethinking65
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
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
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
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
"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
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
"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
Jeff Feazell writes for @Rethinking65 on what clients actually say when no one is listening.
#PracticeManagement #Marketing #FinancialAdvisors #Rethinking65
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
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
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
Linda Aldmon, CFP writes for @Rethinking65 on the question advisors should be asking DIY investors.
#PracticeManagement #FinancialAdvisors #SecondHalfOfLife #Rethinking65
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...
Parkinson's cases are projected to double globally by 2040. Full story:
rethinking65.com/michael-j-fo...
September 18, 2026 at 1:12 PM
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...
Parkinson's cases are projected to double globally by 2040. Full story:
rethinking65.com/michael-j-fo...
The federal government just announced $167 million in rural health care funding for South Carolina through 228 grants covering mobile clinics, telehealth and mental health services.
For advisors, healthcare access is a retirement planning variable. Full Story: rethinking65.com/south-caroli...
For advisors, healthcare access is a retirement planning variable. Full Story: rethinking65.com/south-caroli...
South Carolina Gets $167M in Federal Funding to Boost Rural Health Care
The Rural Health Transformation Program funding is intended to build rural care sites, upgrade health technology and strengthen prevention.
rethinking65.com
September 18, 2026 at 1:04 PM
The federal government just announced $167 million in rural health care funding for South Carolina through 228 grants covering mobile clinics, telehealth and mental health services.
For advisors, healthcare access is a retirement planning variable. Full Story: rethinking65.com/south-caroli...
For advisors, healthcare access is a retirement planning variable. Full Story: rethinking65.com/south-caroli...
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
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
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
Ed Prince reports for Rethinking65 on why authenticity is now the algorithm.
#PracticeManagement #Marketing #Podcasting
Social Security has a financing shortfall, not an expiration date.
The 2026 Trustees Report projects 78% of benefits would still be paid even if Congress made no changes. Martha Shedden writes for Rethinking65 on what advisors should be telling clients right now.
#SocialSecurity #RetirementPlanning
The 2026 Trustees Report projects 78% of benefits would still be paid even if Congress made no changes. Martha Shedden writes for Rethinking65 on what advisors should be telling clients right now.
#SocialSecurity #RetirementPlanning
Social Security’s Funding Challenge: What Clients Need to Know
Here's how to translate the uncertainty and debunk the headline myths to boost confidence and head off impulsive claiming mistakes.
rethinking65.com
September 17, 2026 at 3:58 PM
Social Security has a financing shortfall, not an expiration date.
The 2026 Trustees Report projects 78% of benefits would still be paid even if Congress made no changes. Martha Shedden writes for Rethinking65 on what advisors should be telling clients right now.
#SocialSecurity #RetirementPlanning
The 2026 Trustees Report projects 78% of benefits would still be paid even if Congress made no changes. Martha Shedden writes for Rethinking65 on what advisors should be telling clients right now.
#SocialSecurity #RetirementPlanning
A client hoped her estate plan would replace a prenup before her second marriage. It could not.
Josh Dunn, CFP writes for @Rethinking65 on what advisors need to cover before a client walks down the aisle in retirement.
#EstatePlanning #RetirementPlanning #FinancialAdvisors
Josh Dunn, CFP writes for @Rethinking65 on what advisors need to cover before a client walks down the aisle in retirement.
#EstatePlanning #RetirementPlanning #FinancialAdvisors
Marrying in Retirement: Is a Prenup Really Necessary?
For couples marrying in retirement, the financial picture goes well beyond assets — and can include Social Security, IRMAA, and more.
rethinking65.com
September 10, 2026 at 8:43 PM
A client hoped her estate plan would replace a prenup before her second marriage. It could not.
Josh Dunn, CFP writes for @Rethinking65 on what advisors need to cover before a client walks down the aisle in retirement.
#EstatePlanning #RetirementPlanning #FinancialAdvisors
Josh Dunn, CFP writes for @Rethinking65 on what advisors need to cover before a client walks down the aisle in retirement.
#EstatePlanning #RetirementPlanning #FinancialAdvisors
Baby boomers have unwritten social rules. Younger advisors trying to build relationships with wealthy clients in this generation would do well to learn them.
Bryce Sanders writes for @Rethinking65 on 15 behavioral traits that can help advisors fit in.
#PracticeManagement #ClientRelationships
Bryce Sanders writes for @Rethinking65 on 15 behavioral traits that can help advisors fit in.
#PracticeManagement #ClientRelationships
15 Behavioral Traits of Older, Wealthy Clients
Following the baby boomers' social rules, many of which have been lost in our increasingly virtual world, can help you fit in.
rethinking65.com
September 10, 2026 at 2:26 PM
Baby boomers have unwritten social rules. Younger advisors trying to build relationships with wealthy clients in this generation would do well to learn them.
Bryce Sanders writes for @Rethinking65 on 15 behavioral traits that can help advisors fit in.
#PracticeManagement #ClientRelationships
Bryce Sanders writes for @Rethinking65 on 15 behavioral traits that can help advisors fit in.
#PracticeManagement #ClientRelationships
"You don't need a degree in psychology. Think of yourself as a good friend."
Behavioral finance researcher Meir Statman tells @Rethinking65 why advisors must cross the boundary into difficult family conversations before a crisis forces them.
#BehavioralFinance #RetirementPlanning
Behavioral finance researcher Meir Statman tells @Rethinking65 why advisors must cross the boundary into difficult family conversations before a crisis forces them.
#BehavioralFinance #RetirementPlanning
‘Think of Yourself as a Good Friend’: Statman
Advisors must cross the boundary and initiate tough conversations, urges this behavioral-science researcher and author.
rethinking65.com
September 8, 2026 at 2:16 PM
"You don't need a degree in psychology. Think of yourself as a good friend."
Behavioral finance researcher Meir Statman tells @Rethinking65 why advisors must cross the boundary into difficult family conversations before a crisis forces them.
#BehavioralFinance #RetirementPlanning
Behavioral finance researcher Meir Statman tells @Rethinking65 why advisors must cross the boundary into difficult family conversations before a crisis forces them.
#BehavioralFinance #RetirementPlanning
Cary Carbonaro donated $125,000 to help women become CFP professionals. The CFP Board is launching the Cary Carbonaro Women and Wealth Career Changer Scholarship this fall.
Job satisfaction among women CFP professionals: 93%.
rethinking65.com/cfp-board-la...
#WomenInFinance #CFP #FinancialPlanning
Job satisfaction among women CFP professionals: 93%.
rethinking65.com/cfp-board-la...
#WomenInFinance #CFP #FinancialPlanning
September 4, 2026 at 2:46 PM
Cary Carbonaro donated $125,000 to help women become CFP professionals. The CFP Board is launching the Cary Carbonaro Women and Wealth Career Changer Scholarship this fall.
Job satisfaction among women CFP professionals: 93%.
rethinking65.com/cfp-board-la...
#WomenInFinance #CFP #FinancialPlanning
Job satisfaction among women CFP professionals: 93%.
rethinking65.com/cfp-board-la...
#WomenInFinance #CFP #FinancialPlanning
Carson Group built its own AI assistant. They named it Steve. Advisors spend roughly 30% of their time preparing for client reviews. That is the window Steve is designed to close.
Mike Byrnes reports for Rethinking65 on how a $70 billion RIA is using AI without losing the human touch.
#AI
Mike Byrnes reports for Rethinking65 on how a $70 billion RIA is using AI without losing the human touch.
#AI
Carson Group’s AI Strategy: Freeing Up Advisors
A Carson executive shares insights on how the $70 billion RIA firm is utilizing artificial intelligence without losing the human touch.
rethinking65.com
September 4, 2026 at 2:00 PM
Carson Group built its own AI assistant. They named it Steve. Advisors spend roughly 30% of their time preparing for client reviews. That is the window Steve is designed to close.
Mike Byrnes reports for Rethinking65 on how a $70 billion RIA is using AI without losing the human touch.
#AI
Mike Byrnes reports for Rethinking65 on how a $70 billion RIA is using AI without losing the human touch.
#AI
The most misleading word in a financial planning meeting may be "yes."
BatSheva Goldstein writes for @Rethinking65 on what is really holding up a couple's financial plan when the numbers are not the problem.
rethinking65.com/when-clients...
#PracticeManagement #FinancialPlanning
BatSheva Goldstein writes for @Rethinking65 on what is really holding up a couple's financial plan when the numbers are not the problem.
rethinking65.com/when-clients...
#PracticeManagement #FinancialPlanning
September 3, 2026 at 12:52 PM
The most misleading word in a financial planning meeting may be "yes."
BatSheva Goldstein writes for @Rethinking65 on what is really holding up a couple's financial plan when the numbers are not the problem.
rethinking65.com/when-clients...
#PracticeManagement #FinancialPlanning
BatSheva Goldstein writes for @Rethinking65 on what is really holding up a couple's financial plan when the numbers are not the problem.
rethinking65.com/when-clients...
#PracticeManagement #FinancialPlanning
VUL sales rose 12% in Q1 2026, per LIMRA. Clients who have maxed out retirement accounts are asking what comes next. Protective VP Erika Williams tells Rethinking65 when VUL makes sense and when it does not. | Sponsored by ProtectiveLife
#InsuranceAwarenessMonth #LifeInsurance #RetirementPlanning
#InsuranceAwarenessMonth #LifeInsurance #RetirementPlanning
Variable Universal Life Offers Much More than Insurance Protection
Protective VP Erika Williams discusses how VUL complements other retirement investments and what kinds of clients might benefit.
rethinking65.com
September 2, 2026 at 1:38 PM
VUL sales rose 12% in Q1 2026, per LIMRA. Clients who have maxed out retirement accounts are asking what comes next. Protective VP Erika Williams tells Rethinking65 when VUL makes sense and when it does not. | Sponsored by ProtectiveLife
#InsuranceAwarenessMonth #LifeInsurance #RetirementPlanning
#InsuranceAwarenessMonth #LifeInsurance #RetirementPlanning
A Post 9/11 GI Bill benefit worth hundreds of thousands of dollars. Many veterans never use it. Many never transfer it to their kids.
Mike Hunsberger writes for @Rethinking65 on what advisors with military clients need to know.
#MilitaryFamilies #VeteranBenefits #CollegePlanning #FinancialAdvisors
Mike Hunsberger writes for @Rethinking65 on what advisors with military clients need to know.
#MilitaryFamilies #VeteranBenefits #CollegePlanning #FinancialAdvisors
The Post 9/11 GI Bill Could Send Your Clients’ Kids to School
It’s easy for military families and veterans to overlook their education benefits. Make sure they don’t miss out on these opportunities.
rethinking65.com
September 2, 2026 at 12:53 PM
A Post 9/11 GI Bill benefit worth hundreds of thousands of dollars. Many veterans never use it. Many never transfer it to their kids.
Mike Hunsberger writes for @Rethinking65 on what advisors with military clients need to know.
#MilitaryFamilies #VeteranBenefits #CollegePlanning #FinancialAdvisors
Mike Hunsberger writes for @Rethinking65 on what advisors with military clients need to know.
#MilitaryFamilies #VeteranBenefits #CollegePlanning #FinancialAdvisors
"Dig your well before you are thirsty." An ancient proverb that applies to more than a financial plan.
Laura Rhoades, CFP writes for Rethinking65 on the relationship plan every client needs before a crisis makes it urgent.
rethinking65.com/who-knows-wh...
#PracticeManagement #FinancialAdvisors
Laura Rhoades, CFP writes for Rethinking65 on the relationship plan every client needs before a crisis makes it urgent.
rethinking65.com/who-knows-wh...
#PracticeManagement #FinancialAdvisors
September 2, 2026 at 12:33 PM
"Dig your well before you are thirsty." An ancient proverb that applies to more than a financial plan.
Laura Rhoades, CFP writes for Rethinking65 on the relationship plan every client needs before a crisis makes it urgent.
rethinking65.com/who-knows-wh...
#PracticeManagement #FinancialAdvisors
Laura Rhoades, CFP writes for Rethinking65 on the relationship plan every client needs before a crisis makes it urgent.
rethinking65.com/who-knows-wh...
#PracticeManagement #FinancialAdvisors
"This house has so many memories. The thought of selling it is really unsettling."
Kimberly Foss writes for @Rethinking65 on why retirement relocation is rarely about real estate. For many clients it is about grief, identity and who makes the decisions now.
#RetirementPlanning
Kimberly Foss writes for @Rethinking65 on why retirement relocation is rarely about real estate. For many clients it is about grief, identity and who makes the decisions now.
#RetirementPlanning
A New Address, A New Retirement Plan
Relocating in retirement is about more than real estate and finances. Advisors can help clients weigh the lifestyle trade-offs, too.
rethinking65.com
August 28, 2026 at 3:26 PM
"This house has so many memories. The thought of selling it is really unsettling."
Kimberly Foss writes for @Rethinking65 on why retirement relocation is rarely about real estate. For many clients it is about grief, identity and who makes the decisions now.
#RetirementPlanning
Kimberly Foss writes for @Rethinking65 on why retirement relocation is rarely about real estate. For many clients it is about grief, identity and who makes the decisions now.
#RetirementPlanning
"Should we open a Trump Account?" is the wrong starting point.
Mallon FitzPatrick and Alicia Denton of Robertson Stephens co-write for Rethinking65: the better question is what is the intention of this money.
#TrumpAccounts #EstatePlanning #FinancialAdvisors
Mallon FitzPatrick and Alicia Denton of Robertson Stephens co-write for Rethinking65: the better question is what is the intention of this money.
#TrumpAccounts #EstatePlanning #FinancialAdvisors
Before Your Client Funds a Trump Account, Ask Them ‘Why’
Here’s how to help confused clients proactively navigate the changing child-savings-account landscape instead of simply diving in.
rethinking65.com
August 26, 2026 at 7:52 PM
"Should we open a Trump Account?" is the wrong starting point.
Mallon FitzPatrick and Alicia Denton of Robertson Stephens co-write for Rethinking65: the better question is what is the intention of this money.
#TrumpAccounts #EstatePlanning #FinancialAdvisors
Mallon FitzPatrick and Alicia Denton of Robertson Stephens co-write for Rethinking65: the better question is what is the intention of this money.
#TrumpAccounts #EstatePlanning #FinancialAdvisors
"I know they did an estate plan. I just don't know where it is."
Chris Carns writes for Rethinking65 on why financial advisors are uniquely positioned to prevent the morbid scavenger hunt that follows when families cannot find what they need.
#EstatePlanning #FinancialAdvisors #Rethinking65
Chris Carns writes for Rethinking65 on why financial advisors are uniquely positioned to prevent the morbid scavenger hunt that follows when families cannot find what they need.
#EstatePlanning #FinancialAdvisors #Rethinking65
The Morbid Scavenger Hunt
Financial advisors are uniquely positioned to prevent this problem that plagues many families at this stressful time.
rethinking65.com
August 25, 2026 at 9:49 PM
"I know they did an estate plan. I just don't know where it is."
Chris Carns writes for Rethinking65 on why financial advisors are uniquely positioned to prevent the morbid scavenger hunt that follows when families cannot find what they need.
#EstatePlanning #FinancialAdvisors #Rethinking65
Chris Carns writes for Rethinking65 on why financial advisors are uniquely positioned to prevent the morbid scavenger hunt that follows when families cannot find what they need.
#EstatePlanning #FinancialAdvisors #Rethinking65
Advisors estimate their clients hold about 7% of assets in cash. The actual figure is 20% to 30%, per Capgemini Research Institute.
That gap is where assets walk out of the advisory relationship.
Rethinking65 | Sponsored by Flourish #PracticeManagement #WealthManagement #FinancialAdvisors
That gap is where assets walk out of the advisory relationship.
Rethinking65 | Sponsored by Flourish #PracticeManagement #WealthManagement #FinancialAdvisors
The Next RIA Growth Opportunity Isn't Another Investment Strategy
Independent advisors are expanding wallet share and defending AUM by creating a private-bank-like experience for clients.
rethinking65.com
August 24, 2026 at 12:12 PM
Advisors estimate their clients hold about 7% of assets in cash. The actual figure is 20% to 30%, per Capgemini Research Institute.
That gap is where assets walk out of the advisory relationship.
Rethinking65 | Sponsored by Flourish #PracticeManagement #WealthManagement #FinancialAdvisors
That gap is where assets walk out of the advisory relationship.
Rethinking65 | Sponsored by Flourish #PracticeManagement #WealthManagement #FinancialAdvisors
Today is National Senior Citizens Day. AARP's Longevity Economy Outlook 2026 finds that much of the private sector still treats this group as a niche.
Full Story: rethinking65.com/ignoring-the-financial-force-of-seniors-poses-an-economic-threat-aarp/
#NationalSeniorCitizensDay
Full Story: rethinking65.com/ignoring-the-financial-force-of-seniors-poses-an-economic-threat-aarp/
#NationalSeniorCitizensDay
August 21, 2026 at 6:40 PM
Today is National Senior Citizens Day. AARP's Longevity Economy Outlook 2026 finds that much of the private sector still treats this group as a niche.
Full Story: rethinking65.com/ignoring-the-financial-force-of-seniors-poses-an-economic-threat-aarp/
#NationalSeniorCitizensDay
Full Story: rethinking65.com/ignoring-the-financial-force-of-seniors-poses-an-economic-threat-aarp/
#NationalSeniorCitizensDay
"This last week broke me. Not because I lost my mom. But because I'm losing her a little more each day."
Heather Schreiber writes for @Rethinking65 on what her mother's dementia has changed about what she believes it means to prepare for retirement as a financial advisor.
#LongTermCare
Heather Schreiber writes for @Rethinking65 on what her mother's dementia has changed about what she believes it means to prepare for retirement as a financial advisor.
#LongTermCare
The Retirement-Planning Questions Dementia Forces Us to Ask
I teach people about financial security in retirement. My mom’s dementia has changed what I believe it means to be prepared.
rethinking65.com
August 21, 2026 at 4:35 PM
"This last week broke me. Not because I lost my mom. But because I'm losing her a little more each day."
Heather Schreiber writes for @Rethinking65 on what her mother's dementia has changed about what she believes it means to prepare for retirement as a financial advisor.
#LongTermCare
Heather Schreiber writes for @Rethinking65 on what her mother's dementia has changed about what she believes it means to prepare for retirement as a financial advisor.
#LongTermCare