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Parent-child advisory teams are flipping the wealth transfer script — and increasing client retention. #financialplanning #ClientRelationships
rethinking65.com/could-hiring...
rethinking65.com/could-hiring...
Could Hiring Your Child Prevent an Asset Exodus?
Three parent-child advisory teams, including a co-founder of FPA’s NexGen group, share advantages and challenges of their work arrangements.
rethinking65.com
January 6, 2026 at 10:41 AM
Parent-child advisory teams are flipping the wealth transfer script — and increasing client retention. #financialplanning #ClientRelationships
rethinking65.com/could-hiring...
rethinking65.com/could-hiring...
Where are Americans moving — and why? Affordability + interest rates are reshaping U.S. migration patterns. Check out the trends driving today’s moves. #EconomicTrends #ushousingmarket
rethinking65.com/affordabilit...
rethinking65.com/affordabilit...
Affordability and Interest Rates Power Shifting Migration Patterns, Study Finds
But the 2024 election did not result in a huge population shift, despite grumbling by many residents, North American Van Lines reports.
rethinking65.com
January 5, 2026 at 10:43 AM
Where are Americans moving — and why? Affordability + interest rates are reshaping U.S. migration patterns. Check out the trends driving today’s moves. #EconomicTrends #ushousingmarket
rethinking65.com/affordabilit...
rethinking65.com/affordabilit...
Six powerful resolutions clients are actually prioritizing this year — and how advisors can make them stick. #FinancialPlanning #ClientRelationships
rethinking65.com/6-new-years-...
rethinking65.com/6-new-years-...
6 New Year’s Resolutions to Help Clients Pursue
The vast majority of New Year’s resolutions fail, but advisors can help clients turn intention into execution.
rethinking65.com
January 2, 2026 at 11:05 AM
Six powerful resolutions clients are actually prioritizing this year — and how advisors can make them stick. #FinancialPlanning #ClientRelationships
rethinking65.com/6-new-years-...
rethinking65.com/6-new-years-...
Are you undercharging? Many advisors expand services but don’t get paid for them. Know your worth and raise fees confidently—as long as you communicate value. #financialPlanning #PracticeManagement
rethinking65.com/are-you-bein...
rethinking65.com/are-you-bein...
Are You Being Compensated Fairly by Clients?
Don’t be afraid to increase your fees, as long as you are adding value and communicating this value-add to clients.
rethinking65.com
December 30, 2025 at 3:10 PM
Are you undercharging? Many advisors expand services but don’t get paid for them. Know your worth and raise fees confidently—as long as you communicate value. #financialPlanning #PracticeManagement
rethinking65.com/are-you-bein...
rethinking65.com/are-you-bein...
Think retirement means LESS tax? Think again. Discover the hidden tax traps that could cost you big. #retirement #taxes
rethinking65.com/hidden-taxes...
rethinking65.com/hidden-taxes...
Hidden Taxes in Retirement
Current choices can impact future obligations, especially for newly minted millionaires who’ll soon be eligible for Medicare.
rethinking65.com
December 29, 2025 at 2:19 PM
Think retirement means LESS tax? Think again. Discover the hidden tax traps that could cost you big. #retirement #taxes
rethinking65.com/hidden-taxes...
rethinking65.com/hidden-taxes...
Retirement isn’t always chosen — sometimes it’s forced. 💼➡️🏡 See how advisors can help clients navigate the unexpected exit from work. #financialplanning #retirementplanning
rethinking65.com/when-client-...
rethinking65.com/when-client-...
When Clients Retire But Not By Choice
Forced retirement isn’t just a financial event; it’s a psychological transition, a family shift, and often a grief process.
rethinking65.com
December 26, 2025 at 1:33 PM
Retirement isn’t always chosen — sometimes it’s forced. 💼➡️🏡 See how advisors can help clients navigate the unexpected exit from work. #financialplanning #retirementplanning
rethinking65.com/when-client-...
rethinking65.com/when-client-...
Your clients’ retirement announcement is a turning point — for their identity, family, and legacy. Are you helping them craft the right message? #financialplanning #retirementplanning
rethinking65.com/how-your-cli...
rethinking65.com/how-your-cli...
How Your Clients Announce Their Retirement Matters
By discussing their communication plans, you can help them avoid burning bridges, alienating family, and sabotaging post-career happiness.
rethinking65.com
December 24, 2025 at 12:53 PM
Your clients’ retirement announcement is a turning point — for their identity, family, and legacy. Are you helping them craft the right message? #financialplanning #retirementplanning
rethinking65.com/how-your-cli...
rethinking65.com/how-your-cli...
“High yield, no downside” is not an investment strategy.
Rebalancing is.
rethinking65.com/rebalancing-...
Rebalancing is.
rethinking65.com/rebalancing-...
December 23, 2025 at 1:14 PM
“High yield, no downside” is not an investment strategy.
Rebalancing is.
rethinking65.com/rebalancing-...
Rebalancing is.
rethinking65.com/rebalancing-...
Nearly half of U.S. workers believe they’ll need $1M or more to retire — but only a fraction expect to reach it. Read why. #retirementplanning
rethinking65.com/more-workers...
rethinking65.com/more-workers...
More Workers Fear They’ll Need at Least $1M to Retire
Less than half of workers are confident in their retirement readiness, a Betterment at Work survey reveals.
rethinking65.com
December 22, 2025 at 11:03 AM
Nearly half of U.S. workers believe they’ll need $1M or more to retire — but only a fraction expect to reach it. Read why. #retirementplanning
rethinking65.com/more-workers...
rethinking65.com/more-workers...
Ever worked for your parent? It’s complicated — from proving you belong to navigating legacy and leadership. Read this honest take on working with your dad. #familybusiness
rethinking65.com/when-your-bo...
rethinking65.com/when-your-bo...
When Your Boss Is Also Your Dad
When you work with a parent, you get to see the good, the bad and the ugly of that individual — and firm dynamics can be awkward.
rethinking65.com
December 18, 2025 at 10:36 AM
Ever worked for your parent? It’s complicated — from proving you belong to navigating legacy and leadership. Read this honest take on working with your dad. #familybusiness
rethinking65.com/when-your-bo...
rethinking65.com/when-your-bo...
Only 16% of Gen X believe they’re financially ready for retirement. The rest need clarity, planning, and guidance—now. Read the data advisors should be paying attention to. #financialplanning #retirement
rethinking65.com/gen-xers-fea...
rethinking65.com/gen-xers-fea...
Gen Xers Fear a $400K Retirement Savings Shortfall
Most Gen Xers are approaching retirement without a plan or advisor, a new Schroeders retirement survey reveals.
rethinking65.com
December 17, 2025 at 10:23 AM
Only 16% of Gen X believe they’re financially ready for retirement. The rest need clarity, planning, and guidance—now. Read the data advisors should be paying attention to. #financialplanning #retirement
rethinking65.com/gen-xers-fea...
rethinking65.com/gen-xers-fea...
When the 27-year-old says “let’s review the portfolio…” 👀
Younger clients do want deeper planning — and advisors need to engage them now or risk losing the next generation.
👉 Read how to close the generational loyalty gap: www.rethinking65.com/3-ways-to-close-the-generational-loyalty-gap/
Younger clients do want deeper planning — and advisors need to engage them now or risk losing the next generation.
👉 Read how to close the generational loyalty gap: www.rethinking65.com/3-ways-to-close-the-generational-loyalty-gap/
December 16, 2025 at 10:29 AM
When the 27-year-old says “let’s review the portfolio…” 👀
Younger clients do want deeper planning — and advisors need to engage them now or risk losing the next generation.
👉 Read how to close the generational loyalty gap: www.rethinking65.com/3-ways-to-close-the-generational-loyalty-gap/
Younger clients do want deeper planning — and advisors need to engage them now or risk losing the next generation.
👉 Read how to close the generational loyalty gap: www.rethinking65.com/3-ways-to-close-the-generational-loyalty-gap/
First responders give their bodies and minds to the job — then retire into some of the hardest financial gaps.
Health care. Timing. Social Security changes.
If you serve firefighters, police, or EMTs, this planning can’t wait.
👉 Read the full article: rethinking65.com/first-respon...
Health care. Timing. Social Security changes.
If you serve firefighters, police, or EMTs, this planning can’t wait.
👉 Read the full article: rethinking65.com/first-respon...
First Responders Urgently Need Planning
Your worst day is a first responder's normal day, and their lifestyle, pre-Medicare and Social Security gaps can sabotage their retirement.
rethinking65.com
December 15, 2025 at 10:28 AM
First responders give their bodies and minds to the job — then retire into some of the hardest financial gaps.
Health care. Timing. Social Security changes.
If you serve firefighters, police, or EMTs, this planning can’t wait.
👉 Read the full article: rethinking65.com/first-respon...
Health care. Timing. Social Security changes.
If you serve firefighters, police, or EMTs, this planning can’t wait.
👉 Read the full article: rethinking65.com/first-respon...
If only investing worked the way clients wish it did 😂 For smarter takes (minus the drama), visit www.rethinking65.com
December 12, 2025 at 2:08 PM
If only investing worked the way clients wish it did 😂 For smarter takes (minus the drama), visit www.rethinking65.com
Interest rates aren’t as straightforward as they seem. Get the real story on 3 pervasive myths. #financialplanning #interestrates
rethinking65.com/three-myths-...
rethinking65.com/three-myths-...
Three Myths About Interest Rates
Rate changes are complicated. Adding clarity for clients can help them make decisions based on reality rather than misperceptions.
rethinking65.com
December 12, 2025 at 2:04 PM
Interest rates aren’t as straightforward as they seem. Get the real story on 3 pervasive myths. #financialplanning #interestrates
rethinking65.com/three-myths-...
rethinking65.com/three-myths-...
One of the most meaningful things an advisor can do? Have the hard but vital conversation about later-life housing & care before it’s urgent. #FinancialPlanning #clientrelationships rethinking65.com/one-of-the-m...
One of the Most Meaningful Gifts Advisors Can Give Clients
By the time your clients reach their early 70s, it’s time to have “the talk” — even if they’re not ready to move or contemplate care.
rethinking65.com
December 11, 2025 at 10:28 AM
One of the most meaningful things an advisor can do? Have the hard but vital conversation about later-life housing & care before it’s urgent. #FinancialPlanning #clientrelationships rethinking65.com/one-of-the-m...
Before your clients trade in their snow boots for flip-flops: taxes, estate planning, and state-specific rules can change the whole cost equation. Here's what to know. #financialplanning #taxplanning rethinking65.com/key-tax-cons...
Key Tax Considerations When Moving Across State Lines
Practical guidance for advising clients who are relocating, considering relocation, working remotely or planning an international move.
rethinking65.com
December 10, 2025 at 10:20 AM
Before your clients trade in their snow boots for flip-flops: taxes, estate planning, and state-specific rules can change the whole cost equation. Here's what to know. #financialplanning #taxplanning rethinking65.com/key-tax-cons...
When the paycheck stops, meaning becomes the new currency. Advisors can lead that conversation — and stand out doing it. #financialplanning #clientrelationships
rethinking65.com/the-legacy-m...
rethinking65.com/the-legacy-m...
The Legacy Many Retirees Care About Most
Clients who reach retirement with all the markers of success often want to make a bigger impact now, and not just with their money.
rethinking65.com
December 9, 2025 at 10:27 AM
When the paycheck stops, meaning becomes the new currency. Advisors can lead that conversation — and stand out doing it. #financialplanning #clientrelationships
rethinking65.com/the-legacy-m...
rethinking65.com/the-legacy-m...
“Work forever” isn’t a retirement strategy. Let’s help clients build one they actually want to live. Fresh perspectives for advisors. www.rethinking65.com
December 8, 2025 at 10:25 AM
“Work forever” isn’t a retirement strategy. Let’s help clients build one they actually want to live. Fresh perspectives for advisors. www.rethinking65.com
2026 doesn’t need a 20-page plan — just one smart page. Discover how a simple, powerful framework can make next year your best yet. #financialplanning
rethinking65.com/the-one-page...
rethinking65.com/the-one-page...
The One-Page Plan for the Best Year Ever
The most effective business plans are often the shortest. This five-step framework can help you elevate your business and your life in 2026.
rethinking65.com
December 5, 2025 at 11:02 AM
2026 doesn’t need a 20-page plan — just one smart page. Discover how a simple, powerful framework can make next year your best yet. #financialplanning
rethinking65.com/the-one-page...
rethinking65.com/the-one-page...
Want to avoid hefty surprises for military families at tax time? This article is a must-share. #FinancialPlanning #military rethinking65.com/a-tax-primer...
A Tax Primer for Active Military and Veterans
Understanding how military and veteran pay and benefits are taxed differently will help you plan better for these client families.
rethinking65.com
December 4, 2025 at 10:38 AM
Want to avoid hefty surprises for military families at tax time? This article is a must-share. #FinancialPlanning #military rethinking65.com/a-tax-primer...
Clients don’t apply for caregiving positions — but life may assign them anyway. Advisors can help them prepare legally, emotionally, and financially. #financialplanning #caregiving 🔗 rethinking65.com/the-job-they...
The Job They Never Applied For
Here are some general guidelines to help individuals become responsible for an adult sibling with mental health issues.
rethinking65.com
December 3, 2025 at 10:35 AM
Clients don’t apply for caregiving positions — but life may assign them anyway. Advisors can help them prepare legally, emotionally, and financially. #financialplanning #caregiving 🔗 rethinking65.com/the-job-they...
11% of adults over 55 are childfree — and that number is climbing fast. That’s a lot of people who don’t fit the “standard life script” anymore. #financialplanning #clientrelationships
rethinking65.com/the-childfre...
rethinking65.com/the-childfre...
The Childfree Economy is Here: Do You Speak the Language?
Terms matter. By adopting this lexicon, you move from a technician of the Standard LifeScript to a steward of your client’s unique legacy.
rethinking65.com
December 2, 2025 at 11:30 AM
11% of adults over 55 are childfree — and that number is climbing fast. That’s a lot of people who don’t fit the “standard life script” anymore. #financialplanning #clientrelationships
rethinking65.com/the-childfre...
rethinking65.com/the-childfre...
Advisors run Monte Carlo sims for a $10K Roth conversion — but often skip modeling a client’s $500K+ retirement-community move. #financialplanning #retirement
rethinking65.com/the-six-figu...
rethinking65.com/the-six-figu...
The Six-Figure Decision Advisors Aren’t Modeling
Moving to a CCRC has changed how I think about what advisors should discuss with clients about housing transitions and care — and when.
rethinking65.com
December 1, 2025 at 10:35 AM
Advisors run Monte Carlo sims for a $10K Roth conversion — but often skip modeling a client’s $500K+ retirement-community move. #financialplanning #retirement
rethinking65.com/the-six-figu...
rethinking65.com/the-six-figu...
"Use AI now or get left behind" — according to the latest from the CFP Board, adaptation isn’t optional. #financialplanning #AI
rethinking65.com/here-come-th...
rethinking65.com/here-come-th...
Four Divergent Futures for AI and Advisors. Are You Ready?
The CFP Board’s latest report on artificial intelligence imagines future scenarios from ideal to dystopian, but certain lessons remain constant.
rethinking65.com
November 26, 2025 at 10:29 AM
"Use AI now or get left behind" — according to the latest from the CFP Board, adaptation isn’t optional. #financialplanning #AI
rethinking65.com/here-come-th...
rethinking65.com/here-come-th...