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Overview
Our goal with Rethinking65 is threefold: To offer an indispensable resource for financial advisors who want to help clients plan for a long life that is well lived and purposeful.
News
People With Disabilities Say Medicaid's Limits on Income Stifle Career Advancement
Erica Carter is passionate about her job, and she has seven acres of flowers and vegetables to show for it. Carter's specialty is reeling in grants to support students in the Omaha Nation school district, where she is a finance manager. One paid for the g
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Report
When Client Couples Are Out of Sync
When a couple meets with a financial advisor for the first time, they typically expect the conversation to be mostly about numbers: account balances, rates of return, asset allocations, and so forth. Certainly, those are important components of any financ
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Report
Two Regions Again Lead When It Comes to the Hottest ZIPs for Home Sales
The Northeast and Midwest are once again sweeping the rankings of America's hottest ZIP codes, demonstrating that home buyers are willing to pay for more square footage and established character - even if it means a longer commute or a smaller discount ve
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Report
The Most-Read Email I Sent Clients This Year
In May, I did something for every family I work with. I pulled up the current beneficiary designations on every account I had a record of. Traditional and Roth IRAs. Active 401(k) and 403(b) plans. Old 401(k) accounts still sitting at previous employers.
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Report
Liquidity Events Require a Different Mindset
Building wealth and preserving wealth are two entirely different professions. Most families spend a lifetime mastering the first without realizing they'll eventually need the second. I know a family that spent decades transforming a regional business into
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