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DJ Hunt
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Jerilyn Klein
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Is There a Remedy for RMD Confusion?
Financial planners dish on the hot mess created by new Secure Act 2.0 rules for required minimum distributions.
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Gil Poulsen
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About Us
https://vimeo.com/752265443 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...
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Jerilyn Klein
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I’ve Become a Southeast Asian Snowbird
Countries like Vietnam, Cambodia and Laos offer unrivaled sights, amenities and adventures for the older traveler. (By Deborah L. Jacobs)
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Jerilyn Klein
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Ex-Marine’s New Mission: U.S. Retirement Readiness
He served individuals as a financial advisor after his military service ended. Now he’s expanding his efforts.
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Dorothy Hinchcliff
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How to Navigate Risk in Client Relationships
Four scenarios can happen with clients that constitute risks to your firm. Here's what you can do to alleviate them.
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Dorothy Hinchcliff
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Retinal Scan Latest Alzheimer’s Tool As Disease Controversy Continues
Retinal scans may help identify Alzheimer's disease, but a key theory has been thrown into question, say reports.
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Latest news
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How to Calm Election-Year Jitters
Don’t let politics — even in a presidential election year — influence long-term decisions, say financial advisors.
Latest News
Bluespring Wealth Partners Acquires Scottsdale, Ariz., firm
Led by husband and wife Kevin and Carrie Dick, KDI Wealth Management oversees $750M in client assets and is rated in the top 10 in state by Forbes.
Estate Planning
Named An Executor? What You Need to Know
If you or your clients are named executor of an estate, understand what’s required to protect from liability. (By Assunta McLane)
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Stop Blaming the Leads You Can’t Convert
The truth is, maybe they didn’t trust you enough to hire you. Here’s how to avoid that obstacle.
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4 Ways to Use Capital Funding to Transform Your Advisory Firm
Explore these real-life examples that illustrate how you could tap into various financing options to help with your next big endeavor.
