Rethinking65

Retirement isn’t just about money — it’s about purpose. Advisors who help clients find their “why” can guide them toward both financial clarity and fulfillment. David Buck #financialplanning #clientrelations Read more: https://lnkd.in/e8jYremQ

A bold idea in California’s 2026 governor race: Financier Ethan Penner proposes replacing all state taxes with a single 15% consumption tax. Could this reshape the state’s economy? #economy https://lnkd.in/eiusFewC

Want to grow both personally AND as a financial advisor? Volunteering might be your under‐used leverage. From sharpening skills to opening new networks and keeping you grounded in what truly matters — this piece by Dr. Karen C. Altfest, Ph.D., CFP® shows how giving time can also refine your craft. #financialplanning https://lnkd.in/eYNZZhTv

Clients’ businesses are often their biggest asset. If you’re not talking exit planning, you’re missing a key piece of their future. Marianne Oehser, CPRC, CEPA, M.M. #financialplanning #businessowners https://lnkd.in/eKmKTQkY

The new OBBBA tax law brings big opportunities — from estate tax breaks to SALT deductions. Advisors: here’s how to help clients make the most of it. Kimberly Foss, CFP®, CPWA® #financialplanning #taxplanning https://lnkd.in/eAHq59Ex

RMDs can confuse clients—and mistakes are costly. Here’s a clear way to explain them (and build trust). Joel V. Russo, LUTCF #financialplanning #retirement https://lnkd.in/evGSqME3

Clients want their values — even spiritual ones — reflected in their finances. Here’s how advisors can open those conversations with care. Monem Salam #financialplanning #clientrelations https://lnkd.in/eBR-tE9F

The “childfree economy” is growing fast—1 in 4 U.S. adults may be part of it. For financial planners, that’s an unseen opportunity. Jay Zigmont, PhD, CFP® #financialplanning #clientrelationships https://lnkd.in/eREZCnid

AI in financial planning: game-changer or legal risk? Explore how it’s reshaping advice—and why it should be your co-pilot, not your autopilot. Chad D. Cummings Ashley Longabaugh Andy Moran Emma I. Foulkes, CFP® #fintech #AI https://lnkd.in/e4Kr_D4D

Looking to cultivate relationships worth millions? It’s not just about numbers—it’s about soft skills. From intentional listening to meaningful touchpoints, these overlooked traits can elevate connection into real value. David Leo Michael Silver #financialplanning #clientrelationships https://lnkd.in/eK7vPjpg