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Rethinking65 We are a community for financial advisors and others helping clients age 50-plus live well with purp

09/03/2025

Clients often neglect their advisor's advice to plan for emergencies. Martin Lowenthal shares his experience that may motivate them to be more prepared.

Clients often neglect our advice to plan for emergencies. Sharing my experience may motivate them to be more prepared. (By Martin Lowenthal)

07/03/2025

What is a ‘springing’ power of attorney and is it worth It? Here’s a look at the whys and why nots, and how to rein in the powers granted by various types of POAs.

Here’s a look at the whys and why nots, and how to rein in the powers granted by various types of POAs. (By Cathy Sikorski)

06/03/2025

Clients are paying you as an advisor to help them make sense of financial events. Here are some ideas on how to do it.

Clients are paying us to help them make sense of financial events. Here are some ideas on how to do it. (By Kimberly Foss)

05/03/2025

Here's a tax-smart approach to maximize your clients’ philanthropic impact. (Sponsored)

A tax-smart approach to maximize your clients’ philanthropic impact.

04/03/2025

What’s the biggest challenge facing financial advisors today? A new survey by Cerulli Associates finds that new client acquisition tops the list nationally.

A perceived lack of fee transparency is the biggest impediment for unadvised investors, according to a new Cerulli report.

03/03/2025

While 2024 taxes are top of mind for your clients, it's an ideal time to talk with them about tax-smart charitable giving in 2025. (Sponsored)

Integrating charitable planning into 2025 financial and tax planning.

28/02/2025

There’s been a flurry of proposals, rumors and accusations about the Social Security system. Staying informed can help reduce client stress.

27/02/2025

Do you have clients who are federal employees? With many caught off guard by job eliminations, they need your help to make decisions affecting the rest of their lives.

With many caught off guard by job eliminations, they need your help to make decisions affecting the rest of their lives. (By Ilene Slatko)

26/02/2025

Here are 11 topics (and conversation starters) about charitable planning to bring up with your clients, plus additional resources to take the discussions further.

These 12 topics can lead to charitable giving conversations with your clients.

25/02/2025

Unretiring is a growing trend. Advisors can help clients uncomfortable in retirement explore work options, balance work and lifestyle goals, and evaluate financial implications.

Advisors can help clients explore work options, balance work and lifestyle goals, and evaluate financial implications.

24/02/2025

Don’t panic! But do pay close attention to the flurry of executive orders flying out of Washington D.C. in recent weeks to be sure your financial advisory firm doesn’t run afoul of new decrees.

President Trump’s executive orders say federal agencies should help end “illegal DEI discrimination and preferences” in the private sector.

21/02/2025

Is your firm’s marketing copyright-safe? Here’s how to familiarize yourself with the marketing rules and make sure you aren’t breaking them — especially if you take a DIY approach.

Here’s how to familiarize yourself with the marketing rules and make sure you aren’t breaking them — especially if you take a DIY approach.

20/02/2025

When working with your clients to plan their charitable giving, it’s important to think about their entire financial landscape—and often, that might include life insurance policies. (Sponsored)

Two ways to donate an unneeded policy.

19/02/2025

When clients ask how they should invest money in view of a new administration, they’re seeking reassurance, not a revelation of your political leanings. Here's how not to alienate them.

As advisors, we must remember that clients don’t hire us to share our political views or personal beliefs. (By Karen Altfest)

17/02/2025

As a financial planner, Martin Lowenthal is getting asked more and more about long-term care, its implications and the choices on how to plan for it. Here's what you need to know.

Self-insurance may not be adequate to help your clients and their families avoid the savings “death spiral.”

15/02/2025

Financial infidelity is the Valentine's Day gift no one wants. Here’s how to help your clients build trust and honesty with their partner and with you on Valentine’s Day — and every day. Cary Carbonaro

Here’s how to help your clients build trust and honesty with their partner and with you on Valentine’s Day — and every day. (Cary Carbonaro)

14/02/2025

Here's how AI can help advisors personalize and scale their client communications.

AI will make it possible to serve many more clients with individually personalized interactions that address their specific concerns.

13/02/2025

Trump kept inflation lower in his first term than Biden, but higher inflation still looms large for clients. Advisors need to plan for this.

Trump kept inflation lower in his first term than Biden, but higher inflation still looms large for clients. We need to plan for this.

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Videos

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.

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.

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

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 #rethinking65 #finance

Thinking about retiring abroad? A recent study has identified the top 16 countries best suited for American expatriates. Here's a glimpse of the top 5! Read more on our website at Rethinking65.com #RethinkRetirement #Rethinking65 #retirementplanning

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