Rethinking65

04/09/2024

Your clients face different financial challenges as they progress through life. Ideally, you’re discussing these issues during client meetings. But if you have 100 or more clients, you may not be able to meet with them more than once or twice a year. A lot can happen during that time, so it might be useful to apply more indirect ways to identify topics they’re interested in.

A content-rich website and digital marketing can go a long way in between client meetings. (By. Jeffrey Briskin)

03/09/2024

For gray divorcee clients, navigating the tsunami of long-term care is especially important but often neglected.

For gray divorcees, navigating the tsunami of long-term care is especially important but often neglected. (by Maxwell Schmitz & Tony Steuer)

02/09/2024

Politics are likely to enter client conversations as the presidential election nears; don't get caught off guard.

Politics are likely to enter conversations as the presidential election nears; don't get caught off guard. (By Bryce Sanders)

31/08/2024

Two former continuing care professionals have teamed up to give families struggling with dementia a break from caregiving with special tour packages.

Two former continuing care professionals have teamed up to give families a break from caregiving with special tour packages.

30/08/2024

Preparing your client for the retirement lifestyle can prevent the post-career boredom that could send them back to work. Here are some moves to try. David Buck

Preparing your client for the retirement lifestyle can prevent the post-career boredom that could send them back to work. (By Dave Buck)

29/08/2024

Here's a great way to help clients save for their children's education, while also locking in current tuition costs. And, Private College 529 Plan offers a list of schools far larger and more diverse than state tuition prepayment programs. (Sponsored)

Private College 529 Plan offers a list of schools far larger and more diverse than state tuition prepayment programs.

28/08/2024

The fast-growing SMA market could be even more popular, argue Allspring execs who debunked some myths during a recent webinar.

The fast-growing SMA market could be even more popular, argue Allspring execs who debunk some myths. (By Paula L. Green)

28/08/2024

Thinking about going on a cruise vacation? Watch this video to master your cruise vacation with these 8 essential strategies. Read more on our website at Rethinking65.com.

27/08/2024

Most of the 76 million baby boomers in America — perhaps including some of your clients — are thinking about downsizing and moving. To serve a healthy share of this huge and diverse market, financial advisors must learn the ins and outs of serving seniors.

Understanding the emotions and needs of seniors is key to serving the rising tide of downsizing retirees. (By Nikki Buckelew)

26/08/2024

Researchers discuss how shared housing helps grandparents, adult children and grandkids, but warn of one higher mortality risk.

Researchers discuss how shared housing helps grandparents, adult children and grandkids, but warn of one higher mortality risk.

22/08/2024

When should you worry about clients who constantly travel? They have many reasons for never being home, but if it’s to avoid problems, it’s better to fix those first.

Clients have many reasons for never being home, but if it’s to avoid problems, it’s better to fix those first. (By Bryce Sanders)

21/08/2024

Widows and divorcées can be prime targets for online romance scams, including even those without significant assets. Cary Carbonaro

Widows and divorcées can be prime targets for online romance scams, including even those without significant assets. (By Cary Carbonaro)

20/08/2024

Do you have clients who spent decades saving for retirement, but when they retire they're afraid to spend their money? How common is that and what can you do?

Even high-net-worth investors are often scared to enjoy the wealth they’ve spent years creating. (By Marianne Oehser)

16/08/2024

Media pundits can be pretty convincing. Even wealth management clients can get caught up in financial hype, but they may not realize why they are.

Even wealth management clients can get caught up in financial hype, but they may not realize why they are.

16/08/2024

Salvatore M. Capizzi, EVP with Dunham Investment Counsel Inc., shared an intriguing new version of Cinderella that offers valuable insights for any investor. To read more go to our website Rethinking65.com

15/08/2024

An ADA-compliant website is a legal necessity and strategic advantage for a financial advisor. Read why here.

Compliance protects advisors from lawsuits, but it also demonstrates inclusivity and ethical practices that can attract clients.

13/08/2024

One of the most discussed topics in the financial planning profession today is the lack of up-and-coming talent to replace the aging advisors and founders in the RIA space. So, not surprisingly, another hot topic is succession planning.

Selling to a private-equity firm or waiting too long to prepare the next generation of advisors often backfires. (By DJ Hunt)

12/08/2024

According to Envestnet, advisors currently receive an average of 71.1% of their compensation from asset-based fees, which they expect to increase to 76.7% by 2025.

Yet the median advisory firm last year saw assets grow only between 2% and 3%, excluding market appreciation, says Envestnet.

09/08/2024

Advisors discuss real-estate blunders divorcing parents make “for the sake of the children” during this emotional time.

Advisors discuss real-estate blunders divorcing parents make “for the sake of the children” during this emotional time. (By Ed Prince)

08/08/2024

If you’re not discussing finances, purpose and state of mind with recently retired clients, you could be setting them up for failure.

If you’re not discussing finances, purpose and state of mind with clients, you could be setting them up for failure. (By Greg Davis)

07/08/2024

Whether newly widowed or newly divorced, women handling money matters for the first time need your guidance and support.

Whether newly widowed or newly divorced, women handling money matters for the first time need your guidance and support. (By Kimberly Foss)

06/08/2024

For some clients, criticisms of annuities may have some validity. But that doesn’t mean annuities aren’t appropriate for anyone. (Sponsored) MassMutual

For some clients, criticisms of annuities may have some validity. But that doesn’t mean annuities aren’t appropriate for anyone.

05/08/2024

Paying for long-term care is a top concern among people age 50 to 75. Advisors need to understand it better and pay more attention to it. Read other findings from a recent American College of Financial Services survey.

Paying for long-term care is a top concern among people age 50 to 75. Advisors need to understand it better and pay more attention to it.

02/08/2024

Here’s the rundown on three bond management strategies and how to use them in client accounts.

Here’s the rundown on these three bond management strategies and how I use them in client accounts. (By Christopher Baccella)

31/07/2024

Advisors are surprisingly resistant to retiring. They may need support crafting post-career lives that provide them with structure and meaning.

Advisors need support crafting post-career lives that provide them with structure and meaning. (By Casey Jorgensen)

30/07/2024

Have you tried using AI to streamline your practice? These three practical strategies are already available to use. Why wait?

These three practical artificial-intelligence strategies are already available to use. Why wait? (By Mallon FitzPatrick)

29/07/2024

When Bonnie Sewell sold her firm in 2021, she expected to work another 10 to 15 years. But she's changed and has a new perspective.

When I sold my firm in 2021, I expected to work another 10 to 15 years. But I’ve changed and have a new perspective.

23/07/2024

Assets in ETFs over the next decade are expected to nearly double, surging by $10 trillion, according to State Street Global Advisors’ 2024 ETF Impact Survey.

Generational wealth transfer will bring significantly more assets to exchange-traded funds, the asset manager anticipates.

21/07/2024

Although inflation has dampened, Boston College researchers encourage advisors to learn from the surprising actions of retirees and pre retirees.

Although inflation has dampened, Boston College researchers encourage advisors to learn from the actions of retirees and pre retirees.

21/07/2024

Struggling with whether to financially support your adult child? A new study has shown that nearly half of U.S. parents with children over 18 do. To read more go to our website http://Rethinking65.com