Welcome to Rethinking65.com, an idea conceived by a team of highly experienced publishing professionals who have devoted their careers to reporting and compiling information for financial advisors.
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. 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/editor for automotive trade publications.
Our goal with Rethinking65 is threefold:
• To offer an indispensable resource for advisors who want to help clients plan for a long life that is well lived and purposeful.
• To be an outspoken voice that helps change traditional thinking and creates a new narrative for the second half of life.
• To bring together a community of like-minded financial advisors who are implementing new ways to help clients near or in retirement.
We embrace the initiatives being advanced by organizations including the Stanford Center on Longevity and the MIT AgeLab that aim to redefine what it means to be “old” and value people at different stages of life. We believe that what “retirement” means will change dramatically over the coming decade as people — particularly advisory clients and prospects — live longer. In 30 years, life for “older” people won’t look anything like it looks now. Financial advisors 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 retirement and aging.
Rethinking65 plans to share articles from advisors and other writers with that thinking in mind. More specifically, we are here to support financial advisors who embrace new thinking and want to add value by helping clients who are 50 and over plan for and make the very best of a 100-year life. Rethinking65 is for advisors who not only offer investment management but who also recognize that in today’s world, clients want advice on decisions that go far beyond investing. These decisions will have a more important impact on their clients’ life satisfaction.
We’ve gotten input from many advisors to help us develop Rethinking65.com, and we’d like to thank our Board of Advisors in particular for their insight.
Board Of Advisors
Lee Baker is the founder and president of Apex Financial Services in Atlanta, Ga., and president of AARP Georgia.
Lynn Ballou, CFP®, is a senior vice president/partner with EP Wealth Advisors in the Northern California East Bay Area.
Monica Dwyer, CFP®, CDFA®, is and advisor with Harvest, Financial Advisors in the Cincinnati/West Chester, Ohio, area.
Geoff Feinstein is one of the founding partners at the Jeffrey Matthews Group in Florham Park, N.J.
Kimberly Foss, CFP®, CPWA®, is the founder and president of Empyrion Wealth Management™ in Roseville, Calif., and New York City.
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, Colo.