Welcome to Rethinking65.com, a website launched in March 2021 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. 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.
Karen Burke and Frank Rosa, are our directors of brand partnerships. Karen has been a sales executive in financial advisor publishing for more than 20 years, having worked for numerous publications, including Financial Advisor, Advisor Perspectives and VettaFi. She has extensive knowledge of the industry, as well as targeted sales strategies. Frank is highly experienced and was a former sales executive with Forbes. He understands that each client has specific goals that may include branding, lead generation, increasing AUM, recruiting, and more. Throughout his career, Frank has developed relationships through trust and transparency and being a good listener.
Our goal with Rethinking65 is threefold:
- To offer an indispensable resource for holistic advisors who help clients grow and manage wealth to achieve goals and dreams in the second half of life.
- To highlight ideas that create a new narrative for the second half of life.
- To give a greater voice to financial advisors who are take a holistic approach to financial planning.
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 like it does 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 aging.
Rethinking65 shares articles from advisors and other writers with that thinking in mind. We have published contributions from over 100 advisors and other experts. More specifically, we are here to support financial advisors who embrace new thinking and want to add value by helping clients who are age 50 and over plan for and make the very best of a 100-year life. Rethinking65 is for holistic 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.
Please join us, along with thousands of other advisors, by signing up for our free newsletter, and join the conversation on this important effort with your contributions to our site.
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.
Board of Advisors
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.