Rethinking65

Want deeper client conversations? Start with how they’ll live—not just what they’ll spend. #financialplanning #retirementplanning #clientrelationships rethinking65.com/aligning-lifes…

Should women resist retiring early? When careers are interrupted and lifespans are longer, the answer isn’t so simple. @CaryCarbonaro #financialplanning #retirementplanning #women rethinking65.com/should-women-r…

Want clients to reveal their real priorities? Ask questions that can’t be answered with “yes” or “no.” Here are 11 powerful conversation starters for advisors. #financialplanning #clientrelationships rethinking65.com/11-opened-ende…

Why do so many retirees hesitate to spend their savings? New research says confusion about decumulation—and annuities—may be part of the problem. A rethink could help clients spend with more confidence. #financialplanning #retirementplanning rethinking65.com/clearing-up-de…

Too many investors think retirement security will take a miracle. It shouldn’t. New insights from Natixis highlight practical ways to boost retirement savings—from expanding plan access to rethinking investment options. #retirementplanning rethinking65.com/how-to-encoura…

Life changes — from kids to caregiving or health events — often prompt interest in guaranteed income from annuities, a new @massmutual /MIT study shows. Yet just 11% own one. Advisors remain the no. 1 source of info. #RetirementPlanning" target="_blank" rel="nofollow noopener">rethinking65.com/life-transitio… #Annuities

Family leave is about more than time away from work. It can affect retirement savings, benefits, and long-term income. Advisors and clients alike should read the fine print. #financialplanning #familyleave rethinking65.com/planning-for-f…

The U.S.–Iran conflict has already sent oil prices soaring and markets swinging. So what should investors actually do when global conflict erupts? #financialplanning rethinking65.com/with-the-u-s-b…

“Sudden Wealth Syndrome” is real. Here’s how financial advisors can be the guide clients desperately need. #financialplanning #clientrelations #inheritance rethinking65.com/become-a-famil…

Forget retirement math — it’s about meaning. Discover the 9 conversations every advisor should have with new retirement clients. #FinancialPlanning #RetirementPlanning rethinking65.com/9-foundational…

Restaurant owners struggle for more than customers — poor planning, fraud exposure, and tax blunders can kill profits. #financialplanning #restaurants rethinking65.com/4-red-flags-fo…

Fear is costing donors big. Discover how hesitating on planned giving means missed opportunities for charities — and what advisors can do about it. #financialplanning #charitablegiving rethinking65.com/fear-leads-to-…

The smartest advisor won’t be the one with the most designations — but the one who uses AI smartest. #FinancialPlanning #AI rethinking65.com/financial-advi…

Retirement isn’t what it used to be — 7% of retirees are “unretiring” and heading back to work out of necessity. #unretirement rethinking65.com/older-american…

Equity comp can build wealth — or create risk. Smart planning around taxes, liquidity & retirement integration matters now more than ever. #financialplanning #stockplans rethinking65.com/clients-with-s…

Clients retiring to Canada? Here’s what most people don’t realize about taxes, IRAs & pension rules before they go. #financialplanning #retirementplanning rethinking65.com/retiring-to-ca…

Help clients tap into Mega Roth opportunities in 2026. Here are 10 essential questions to ask plan providers before it’s too late. #financialplanning #retirementplanning rethinking65.com/mega-roth-elig…

Most savers never use Mega Roths — and that’s a huge missed opportunity. #financialplanning #retirementplanning rethinking65.com/mega-roths-rem…

“Clients don’t need more information — they need help making sense of what matters most.” #FinancialPlanning #clientrelationships rethinking65.com/the-most-endur…

70%+ of heirs ditch the family advisor post-inheritance. The fix? Real talk on aging risks & planning early. #financialplanning #clientrelationships rethinking65.com/to-increase-he…