Rethinking65

05/11/2024

There are five phases of retirement. Understanding what they are and how your clients move through these phases can help you better direct advice for their needs.

Understanding how your clients move through these phases can help you better direct advice for their needs. (By Marianne Oehser)

04/11/2024

Have you lost your passion for the financial advisory business? What can you do about it? Columnist Bryce Sanders has some ideas.

These 12 steps could put you on the path to rekindling your advisory enthusiasm, or help you carve a different career path.

01/11/2024

Most family executors rely on outdated, incomplete resources they find on the Internet to settle the estates of loved ones. Can AI help?

Most family executors rely on outdated, incomplete resources they find on the Internet to settle the estates of loved ones.

29/10/2024

How can you turn workplace errors into valuable learning experiences for your career? Craig Jackson, a professor of occupational health psychology, offers 10 practical tips to help you navigate these situations.

29/10/2024

Even if life insurance isn’t your expertise, reviewing your client's policy with them adds value to your relationship.

Even if life insurance isn’t your expertise, reviewing their policy with them adds value to your relationship.

25/10/2024

When it comes to personal finance, it’s good to be an American. Better than being a resident of Europe or Japan — or anyplace else. That’s one of the key takeaways of “Surprising Relief: Global Wealth Report 2024” by insurance and financial giant Allianz .

A new report identifies the generation that many would expect. But Allianz’s chief economist explains how others may outperform.

24/10/2024

How can you prepare clients for the financial, tax, legal and emotional implications that come with inheriting real estate?

Financial advisors can prepare clients for the financial, tax, legal and emotional implications that accompany real-estate bequests.

22/10/2024

Teaching clients to understand their net worth will improve their retirement success. Here's how.

Teaching them this concept, with their own numbers, will improve their retirement success — but don’t pitch it as an accounting lesson.

21/10/2024

Life transitions are being pushed forward as people take more time to finish school, enter the workforce, buy homes and start families. Successful planning must factor in the slower pace at which many families are reaching milestones.

Successful planning must factor in the slower pace at which many families are reaching life-cycle milestones.

18/10/2024

Karen Altfest contemplates the ups and downs of hybrid work to make the right decisions for her financial advisory firm.

I’ve been evaluating the ups and downs of hybrids to make the right decisions for my financial advisory firm.

17/10/2024

Your clients want to make a real difference with their donations, but if the planning and ex*****on are off, their good intentions could be undermined. Here are some mistakes to avoid. (Sponsored) Commonwealth Financial Network

Your clients want to make a difference with donations, but if the planning and ex*****on are off, their good intentions could be undermined.

16/10/2024

Commonwealth Financial Network is beefing up its investment platform that has already led to double-digit growth for advisors who use it. Read about the new features in the link.

Commonwealth Financial Network is beefing up its investment platform that has already led to double-digit growth for advisors who use it.

15/10/2024

Misguided fears that Social Security benefits will stop completely may cause your clients to start collecting at 62, severely reducing potential payouts.

Misguided fears that Social Security benefits will stop completely cause many to start collecting at 62, severely reducing potential payouts.

14/10/2024

We talked with Katherine Hempstead about her new book on the history of the American insurance industry, “Uncovered: The Story of Insurance in America.”

Less coverage and more out-of-pocket expenditure are likely if we can’t reduce losses, warns insurance policy advisor Katherine Hempstead.

11/10/2024

Have an older, unhappy client? If they are feeling there’s nothing more for them, remind them of how many blessings they have to count.

If your client is feeling there’s nothing more for them, remind them of how many blessings they have to count. (By Bryce Sanders)

10/10/2024

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.

09/10/2024

Integrating life-coaching skills into your financial practice will help you create the holistic relationships clients crave and need.

Integrating life-coaching skills will help you create the holistic relationships clients crave and need. (David L. Zimmerman & Liz Schehl)

08/10/2024

Broadway is self-empowering its female protagonists. By asking these 18 questions, we can do the same for our female clients. Cary Carbonaro

Broadway is self-empowering its female protagonists. By asking these 18 questions, we can do the same for our female clients.

07/10/2024

Educating women facing retirement about healthcare costs is a critical conversation they’ll thank you for.

Educating women facing retirement about healthcare costs is a critical conversation they’ll thank you for. (By Kimberly Foss)

04/10/2024

Investors seeking cash to spend are often enamored with dividend-paying stocks. But as Larry Swedroe explains in his book “Enrich Your Future,” it’s important to look at all the math.

Dividends are just another source of profit and investors may be better off taking capital gains. (By Larry Swedroe)

03/10/2024

Here are effective strategies to position your firm as the go-to choice for discerning high-net-worth investors. (Sponsored) Commonwealth Financial Network

Here are effective strategies to position your firm as the go-to choice for discerning high-net-worth investors.

02/10/2024

There is a lot going on to stress out your clients. You might also be anxious. Here’s what you can do to calm everyone’s nerves, including your own.

I’m Stressed, you’re stressed, and so are our clients — but there’s a lot you can do to calm everyone’s nerves, including your own.

01/10/2024

Serving as a financial advisor covers a wide range of activities and this can include helping clients navigate new career paths. Here's how you can help with career burnout.

No matter the stage of their career, here is how you can help them switch direction — including toward academia. (By Greg Davis)

30/09/2024

Advisors and their clients must plan for the very real possibility that Social Security benefits will be reduced if the system runs out of money in 2033.

Advisors and clients must plan for the very real possibility that Social Security benefits will be reduced if the system runs out of money.

27/09/2024

Life is like a pizza and each slice represents an aspect of your life. Clients grabbing too many slices at once need you to be nosy and to slow them down long enough to consider the implications.

Clients grabbing too many slices at once need you to be nosy and to slow them down long enough to consider the implications. (Bryce Sanders)