We talked with Katherine Hempstead about her new book on the history of the American insurance industry, “Uncovered: The Story of Insurance in America.” #financialplanning #insurance https://lnkd.in/eFi8YhM7
Rethinking65
图书期刊出版业
OAKHURST，New Jersey 2,132 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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Carol Carter
Marketing and Communications Professional
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David Buck
| Time Management Expert | Revenue Catalyst | Driving Success through Strategic Planning & Execution | Author of "The Time-Optimized Life" | First…
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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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Have an older, unhappy client? If they are feeling there’s nothing more for them, remind them of how many blessings they have to count. Bryce Sanders #financialplanning #clientrelations https://lnkd.in/ex84BBSX
11 Reasons Your Older Client Should be Enjoying Life
https://rethinking65.com
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Here's a great way to help clients save for their children's education, while also locking in current tuition costs. And, Private College 529 Plan offers a list of schools far larger and more diverse than state tuition prepayment programs. (Sponsored) Jonathan Sparling CollegeWell – Sponsor of Private College 529 Plan #financialplanning #collegeplanning https://lnkd.in/eaf8WKCw
Unique College Saving Program Lets Families Beat Tuition Inflation
https://rethinking65.com
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Integrating life-coaching skills into your financial practice will help you create the holistic relationships clients crave and need. David Zimmerman, MSc, CPC Liz Schehl #financialplanning #clientrelations https://lnkd.in/eTUw2xWc
The Future of Financial Advising
https://rethinking65.com
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Broadway is self-empowering its female protagonists. By asking these 18 questions, we can do the same for our female clients. Cary Carbonaro, CFP? Professional, MBA #financialplanning #women https://lnkd.in/eT98aJ3q
Happily Ever After: Help Women Write Their Own Future
https://rethinking65.com
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Educating women facing retirement about healthcare costs is a critical conversation they’ll thank you for. Kimberly Foss, CFP?, CPWA? #financialplanning #clientrelations #medicare https://lnkd.in/e7hzRNBR
Help Women Do Their Homework on Medicare
https://rethinking65.com
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Investors seeking cash to spend are often enamored with dividend-paying stocks. But as Larry Swedroe explains in his book “Enrich Your Future,” it’s important to look at all the math. #financialplanning #investing https://lnkd.in/eUpjdQpF
The Preference for Dividend-Paying Stocks is Irrational
https://rethinking65.com
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Here are effective strategies to position your firm as the go-to choice for discerning high-net-worth investors. (Sponsored) Brian Glazer, ChFC Commonwealth Financial Network #financialplanning #HNW https://lnkd.in/edpsAPjy
How to Attract and Retain High-Net-Worth Clients
https://rethinking65.com
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There is a lot going on to stress out your clients. You might also be anxious. Here’s what you can do to calm everyone’s nerves, including your own. Beverly Flaxington #financialplanning #clientrelations https://lnkd.in/eGaEKfQn
The Worst Thing You Can Tell Stressed-out Clients
https://rethinking65.com
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Serving as a financial advisor covers a wide range of activities and this can include helping clients navigate new career paths. Greg Davis ??? writes how you can help with career burnout. #financialplanning #clientrelationships https://lnkd.in/eZ66wmgd
Are Your Clients Suffering from Career Burnout?
https://rethinking65.com