Welcome to Rethinking65.com. It’s a website for holistic financial advisors and wealth managers, launched in March 2021 by a team of highly experienced publishing professionals who have devoted their careers to reporting and compiling information to help financial advisors.
Mission of Rethinking65
For Holistic Financial Advisors & Wealth Managers
- To offer an indispensable resource for holistic financial advisors who help clients grow and manage wealth to achieve goals and dreams at any stage of life.
- To highlight ideas that create a new narrative for financial advising and wealth management.
- To give a greater voice to holistic financial advisors who take an innovative approach to financial planning.
Rethinking65 publishes and shares articles written by more than 100 holistic financial planners, wealth managers, centers of influence in the advisory space, and other writers.
We are here to support holistic financial advisors and wealth managers who not only offer investment management but who also embrace a new way of thinking and recognize that in today’s world, clients want financial advice on decisions that go far beyond investing. These decisions will have a more important impact on their clients’ life satisfaction.
We also recognize how important it is to help clients plan for and make the very best of a 100-year life. To help support financial advisors on this mission, we embrace the initiatives being advanced by organizations, including the Stanford Center on Longevity and the MIT AgeLab, that aim to redefine what a long life is and how it could be lived.
Holistic financial advisors and wealth managers have an enormous opportunity to build their client base if they are well-informed about this transformation as it happens and to be important leaders in changing the conversation about aging.
We Invite Holistic Financial Advisors & Wealth Managers to Join Rethinking65
Please join us, along with thousands of other holistic financial advisors and wealth managers, by signing up for our free newsletter, and join the conversation on this important effort with your editorial contributions to our site. Find out more about our featured contributors and what they write about.
Key Personnel at Rethinking 65
Dorothy Hinchcliff, our publisher & CEO, held managing editor and executive editor positions at Financial Advisor magazine during her 20-year tenure. She was the architect of FA’s Invest in Women conference. She has also worked for Advisor Perspectives.
Jerilyn Klein, our editorial director, began her journalism career at USA Today and was a longtime contributing writer for Financial Advisor magazine. She also contributed to RIA Intel and was a writer and editor for automotive industry publications. Contact Jerilyn at jklein@rethinking65.com with all your editorial questions.
Rethinking65 Board of Advisors
We’ve gotten input from many advisors to assist us in developing and expanding Rethinking65.com. We thank our Board of Advisors, in particular, for their insight.
Lee Baker is the founder and president of Apex Financial Services in Atlanta, Ga., and president of AARP Georgia.
Monica Dwyer, CFP®, CDFA®, is an advisor with Harvest Financial Advisors in the Cincinnati/West Chester, Ohio, area.
Kimberly Foss, CFP®, CPWA®, is the founder and president of Empyrion Wealth Management™ in Roseville, Calif., and New York City.
DJ Hunt, CFP®, is a fee-only financial advisor with Moisand Fitzgerald Tamayo, LLC. in Melbourne, Florida. His clients include working professionals, business owners and retirees.
Keena Pettijohn is an accomplished wealth management executive with over 25 years in the financial services and insurance industry.
Michelle Rand owns and manages Cascade Investment Advisors, Inc. in Oregon City, Oregon. She has broad experience investing funds for individuals over a 40-year career. She is also a board member at Lewis and Clark Bank in Oregon.
Catherine M. Seeber, CFP®, CeFT®, is vice president, financial advisor with CAPTRUST.
Beth V. Walker is a wealth advisor with Carson Wealth Management and founder of Center for College Solutions, which is based in Colorado Springs, Colorado.