How can you add 7.5 years to your life? It may depend on your zip code at birth and your view on aging and public policy, says economist and author Debra Whitman. #financialplanning #retirement https://lnkd.in/dmYR9BBt
Rethinking65
图书期刊出版业
OAKHURST，New Jersey 2,138 位关注者
For advisors helping clients live well with purpose
关于我们
Rethinking65 publishes articles from advisors and others who believe that what “retirement” means will change dramatically over the coming decade.
- 网站
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https://www.rethinking65.com
Rethinking65的外部链接
- 所属行业
- 图书期刊出版业
- 规模
- 2-10 人
- 总部
- OAKHURST，New Jersey
- 类型
- 合营企业
- 创立
- 2021
地点
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主要
获取路线
US，New Jersey，OAKHURST
Rethinking65员工
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Mallon FitzPatrick, CFP?, CLU?
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David Buck
| Time Management Expert | Revenue Catalyst | Driving Success through Strategic Planning & Execution | Author of "The Time-Optimized Life" |
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Michelle Petrowski CFP?, CDFA?, CBDA? Your Personal CFO
Empowering "purpose-driven" Women Executives & Professionals to create a future of possibility and impact | Served over 2K+ singles & families
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Dorothy Hinchcliff
Inspires Financial Advisors to Showcase New Thinking
动态
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Preserving legacies is about more than money. A variety of legacy instruments are available to help loved ones, clients — and ourselves — transmit what is most important in life. Amy Florian #financialplanning #estateplanning https://lnkd.in/dgZwmuFa
Preserving Legacies: More Than Money
https://rethinking65.com
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Here’s what your clients with life insurance policies that aren't working for them need to know, along with a case study that illustrates more appropriate choices. Maxwell Schmitz, MSFS, CLTC Tony Steuer, CLU, LA, CPFFE #financialplanning #lifeinsurance https://lnkd.in/e6GK9h8U
6 Options When Life Insurance Policies Aren’t Working
https://rethinking65.com
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A comprehensive article that includes interesting insights on major changes ahead from generational wealth transfers. #financialplanners #wealthmanagement #financialplanning
Don't miss our own, Joel Liu's latest Rethinking65 article about the seismic shifts in financial services beyond the generational wealth transfer and how financial professionals must adapt to these changes to stay relevant and effective. Read here https://spr.ly/6045sJgx3.
MMSD | Navigating the Seismic Shifts in Financial Services
https://rethinking65.com
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At least seven major shifts are under way that will affect advisors. It's not just the generational wealth transfer. (Sponsored) Joel Liu MassMutual Strategic Distributors #financialplanning #wealth https://lnkd.in/epDuW4v4
Navigating the Seismic Shifts in Financial Services
https://rethinking65.com
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Where are the best places to retire in the U.S? The results may surprise you. Happiness is now as important as low taxes for retirees choosing where to live, U.S. News & World Report researchers found. https://lnkd.in/ezAcDCmM #financialplanning #retirement
U.S. News Best Places to Retire in 2025 May Surprise
https://rethinking65.com
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Hear cutting-edge dividend ETF strategies to help position clients for upside in today’s uncertain world. Complimentary webinar with free CE. Jeff Cullen Sean O. #financialplanning #cecredits https://lnkd.in/eYgyz_PV
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Considering selling your financial advisory firm? Here's some tips to help get you top dollar for it. Jennifer Goldman Devon Volker #financialplanning #practicemanagement https://lnkd.in/eSfppnjd
How to Secure Top Dollar for Your Financial Advisory Firm
https://rethinking65.com
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Leveraging Dynasty 529 college-savings plans for tax-free growth combats rising education costs but families must keep up with IRS developments. Mallon FitzPatrick, CFP?, CLU? #financialplanning #collegeplanning https://lnkd.in/ebCc9MJP
Dynasty 529 Plans Can Build Generational Wealth
https://rethinking65.com
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Clients ghosting you? Try these proven tips to help you salvage client relationships, even with clients who have already departed your firm. Bryce Sanders #financialplanning #clientrelations https://lnkd.in/epDBMWea
Clients Ghosting You? This May Be Why
https://rethinking65.com