For financial advisors and others helping clients age 50-plus. We explore retirement, money, longevity, work and homes, and want to change thinking on aging.
Joined February 2021
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469 Photos and videos
Jun 10
Accounting enrollment at 4-year programs up 8.9% in spring 2026. Third straight year of increases. Outpacing every other business major. Rethinking65 has the full AICPA data.
rethinking65.com/the-hottest…
#Accounting #CollegePlanning #Rethinking65
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The widow's trap: one Social Security check disappears. Single tax brackets kick in. Every IRA withdrawal is ordinary income. Brigette Engstrom,writes for Rethinking65 on why widow planning starts while both spouses are still at the table.
Full story: rethinking65.com/the-widows-…
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Free memory screenings for adults 55 and older. Available through June. Dozens of locations across the U.S. and Canada. Rethinking65 has the full list: rethinking65.com/free-brain-… #AlzheimersAwarenessMonth #BrainHealth #FinancialAdvisors
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"I'm not sure I shouldn't just take everything out of the market and bury it in the backyard." Sound familiar? Kimberly Foss writes for Rethinking65 on how advisors can redirect that conversation before it derails the meeting. rethinking65.com/focus-on-fi… #ElectionSeason
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Pets can hit 8% of retirement spending. They also reduce loneliness and reveal more about a client than most financial questions. The pet conversation belongs in every retirement review. rethinking65.com/beyond-smal…
#RetirementPlanning #FinancialAdvisors #Rethinking65
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They impersonated the Internal Revenue Service. Promised to settle tax debt for pennies on the dollar. Targeted older clients for add-on services costing tens of thousands.The Federal Trade Commission is seeking $8 million. Rethinking65 has the full story: rethinking65.com/ftc-nevada-…
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AI was supposed to cut advisory jobs. Instead employment grew 7.5% in 2025 to 1.1 million. 73.7 million clients. $176.8 trillion AUM. Record numbers across the board. Rethinking65 has the full IAA snapshot: rethinking65.com/investment-…
#FinancialAdvisors #RIA #Rethinking65
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Ohio's police and fire pension ended group healthcare for 58,000 retirees in 2019. The replacement stipend has never been raised. ACA premiums are up 40% to 50%. Drew Boyer writes for Rethinking65 that this is the opening act for all public pensions.rethinking65.com/health-insu…
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Wildfire damage does not just trigger a claim. It triggers a cascade of financial decisions that start immediately. El Niño forecast this summer. Andy Gurczak writes the client readiness playbook for Rethinking65.
rethinking65.com/el-nino-may…
#WildfireSeason #Insurance
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Property taxes rose in every large U.S. metro from 2023 to 2024. Up 5.1% in one year. Up 30% since 2019. Tampa up 7.7%. Denver up 7.4%. Rethinking65 has the full LendingTree breakdown by city.
rethinking65.com/property-ta…
#PropertyTax #RetirementPlanning #Rethinking65
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"Ninety percent of life is showing up and moving forward." Gary Schwartz. 35 years sober. $700M AUM. Still meeting clients after 9 at night and sometimes holidays. Eleanor O'Sullivan has his story for Rethinking65. rethinking65.com/how-this-fi…
#FinancialAdvisors
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May 29
National 529 Day. Awareness at a five-year high for college saving. Understanding at a five-year low. 59% of families say their education savings are inadequate. Rethinking65 has the full picture.
rethinking65.com/awareness-o…
#National529Day #CollegePlanning #financialadvisors
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May 29
Vacancy rate at 7.3%. 40% of listings offering concessions. Denver at 68%. Buffalo at 11%.
"Renters don't have to settle this spring." @zillow Senior Economist Kara Ng.
Rethinking65 has the full picture: rethinking65.com/more-landlo…
#RentalMarket #FinancialAdvisors
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May 29
She had nearly $500,000 in reported income. She was not working. Money market accounts. CDs. All taxed at earned income rates. She had no idea. Brady Bassford writes for Rethinking65 on five tax conversations advisors should have with clients. rethinking65.com/why-tax-pla…
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May 29
40% of the average advisor's week is non-revenue-generating. At $1 million in production that is $400,000 gone.
David I. Leo writes for Rethinking65 on 10 strategies to reclaim it
rethinking65.com/an-advisors…
#PracticeManagement #FinancialAdvisors #Rethinking65
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May 28
Up to 80% of college students change their majors. A junior who switches may need an extra semester. A transfer adds even more. Brian Safdari writes for Rethinking65 on the college decisions that can save clients a fortune. rethinking65.com/the-college… #CollegePlanning
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May 27
Private foundations aren't for everyone. But for the right client, they're not a burden; they're a platform for multigenerational impact. . rethinking65.com/as-client-g…
#WealthManagement #CharitableGiving #FinancialAdvisors
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May 26
A client got a 93% Monte Carlo result and burst into tears. "I'm a straight-A student. I need a 100." Stephanie McCullough at Rethinking65 says that moment changed everything about how she explains retirement projections. rethinking65.com/monte-carlo… #Retirement
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May 26
A repair expert taps a machine twice, sends a $5,000 bill. The owner is furious until the expert explains: "The tap was $5. Knowing where to tap was $4,995." That's what Gretchen Halpin at Rethinking65 says advisors keep forgetting about their own value. rethinking65.com/what-adviso…
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May 25
Today we pause, remember, and say thank you to those who served, and to the families who carry their memory. From everyone at @Rethinking65, wishing you a meaningful Memorial Day! 🇺🇸
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