Rethinking65

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.

[Rethinking65 @rethinking65]

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: https://t.co/m9xF2Gno2z #AlzheimersAwarenessMonth #BrainHealth #FinancialAdvisors

[Rethinking65 @rethinking65]

"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. https://t.co/8IvJAFRfDL #ElectionSeason

[Rethinking65 @rethinking65]

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. https://t.co/08Sfa6wH5G
#RetirementPlanning #FinancialAdvisors #Rethinking65

[Rethinking65 @rethinking65]

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: https://t.co/ziohA08sgt

[Rethinking65 @rethinking65]

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: https://t.co/SbbkPSIWSj
#FinancialAdvisors #RIA #Rethinking65

[Rethinking65 @rethinking65]

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.https://t.co/el5Ad8FTpT

[Rethinking65 @rethinking65]

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.
https://t.co/CyiSW1ad8c
#WildfireSeason #Insurance

[Rethinking65 @rethinking65]

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.
https://t.co/GzBHWsDR7s
#PropertyTax #RetirementPlanning #Rethinking65

[Rethinking65 @rethinking65]

"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. https://t.co/WASTjT1qlm
#FinancialAdvisors

[Rethinking65 @rethinking65]

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.
https://t.co/Wz2NMXoNPr
#National529Day #CollegePlanning #financialadvisors

[Rethinking65 @rethinking65]

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: https://t.co/DsBrX70J4m
#RentalMarket #FinancialAdvisors

[Rethinking65 @rethinking65]

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. https://t.co/xdCelD0qrl

[Rethinking65 @rethinking65]

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

https://t.co/Per1rilkmG
#PracticeManagement #FinancialAdvisors #Rethinking65

[Rethinking65 @rethinking65]

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. https://t.co/ZJcWoTJxTS #CollegePlanning

[Rethinking65 @rethinking65]

Private foundations aren't for everyone. But for the right client, they're not a burden; they're a platform for multigenerational impact. . https://t.co/XLhp7jN0zb
#WealthManagement #CharitableGiving #FinancialAdvisors

[Rethinking65 @rethinking65]

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. https://t.co/Z3tK9yWwqr #Retirement

[Rethinking65 @rethinking65]

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. https://t.co/Zxc7fZaTn1

[Rethinking65 @rethinking65]

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! 🇺🇸

[Rethinking65 @rethinking65]

"Should Women Resist Retiring Early?" Rethinking65 Editorial Director, Jerilyn Klein, explores the financial and lifestyle assumptions advisors need to challenge before a client makes that call.

Read the full story: https://t.co/bqB20rukcQ

#FinancialPlanning #SecondHalfofLife

[Rethinking65 @rethinking65]

The women's restroom line at advisor conferences used to be empty. The trend is shifting. Dannell Stuart, president of @MissionWealth, writes for @Rethinking65 on what the retirement wave means for the future of women in financial planning.https://t.co/Ukrf235yiF #WomenInFinance