Sponsor of the Day:
Jerkmate
https://rethinking65.com/rebalancing-is-essential-for-these-clients/
Rebalancing is Essential for These Clients, Financial Planning Articles for Financial Advisors &...
Mar 23, 2026 - Fear of missing out (FOMO) on further gains may make some clients reluctant to sell stocks, but there are also other options.
financial planning articlesrebalancingessentialclientsadvisors
https://rethinking65.com/planning-for-family-leave-read-the-fine-print/
Planning for Family Leave? Read the Fine Print, Financial Planning Articles for Financial Advisors...
Mar 19, 2026 - Although the federal law doesn’t require paid leave, a growing number of states have enacted paid programs and 2026 brings changes.
fine print financialfamily leavearticles advisorsplanningread
https://rethinking65.com/a-tax-free-giving-option-for-seniors/
A Tax-Free Giving Option for Seniors, Financial Planning Articles for Financial Advisors & Wealth...
May 16, 2025 - Turning retirement savings into climate action through qualified charitable distributions can satisfy a client’s multiple goals.
financial planning articlestax freeadvisors wealthgivingoption
https://www.barnesglobaladvisors.com/blog/category/Articles
Articles — TBGA Insights | The Barnes Global Advisors
barnes global advisorsarticlestbgainsights
https://www.wellsfargoadvisors.com/planning/goals/retirement-plan.htm?cid=WF2200032868
Retirement Planning Articles | Wells Fargo Advisors
Whether you're retired or planning to retire, it's important to develop a plan to live on what you've saved. Read these articles to learn more.
articles wells fargoretirement planningadvisors
https://rethinking65.com/seniors-with-anxiety-frequently-dont-get-help/
Seniors With Anxiety Frequently Don’t Get Help, Financial Planning Articles for Financial Advisors...
Mar 13, 2023 - Many older adults minimize their symptoms and when they do voice concerns, medical providers are often dismissive. (By Judith Graham)
financial planning articlesget helpseniorsanxietyfrequently
https://rethinking65.com/will-artificial-intelligence-replace-financial-advisors/
Will Artificial Intelligence Replace Financial Advisors?, Financial Planning Articles for Financial...
Nearly 60% of investors look online for investment advice, and the vast majority made portfolio changes as a result of AI, a survey says.
artificial intelligencefinancial advisorsplanning articlesreplace
https://rethinking65.com/clearing-up-decumulation-confusions/
Clearing Up ‘Decumulation Confusions’, Financial Planning Articles for Financial Advisors & Wealth...
Mar 31, 2026 - Annuities could help provide clients with steady income and peace of mind — if advisors understood and explained them better.
financial planning articlesadvisors wealthclearing
https://rethinking65.com/why-brittle-bones-arent-just-a-womans-problem/
Why Brittle Bones Aren’t Just a Woman’s Problem, Financial Planning Articles for Financial Advisors...
Oct 24, 2025 - Few men undergo bone-density screenings although those who suffer osteoporotic fractures have worse outcomes them women.
financial planning articlesbrittlebonesproblemadvisors
https://rethinking65.com/housing-prices-rising-fastest-in-these-5-cities/
Housing Prices Rising Fastest in These 5 Cities, Financial Planning Articles for Financial Advisors...
Apr 16, 2024 - A new report shows home prices have been rising fastest in these five cities.
financial planning articleshousing pricesrising fastest5 citiesadvisors
https://rethinking65.com/is-investing-in-climate-change-worth-it/
Is Investing in Climate Change Worth It?, Financial Planning Articles for Financial Advisors &...
Sep 19, 2023 - It'll be a 'bumpy ride’ but the economic tailwinds are compelling, says the co-founder of a climate-focused investing platform.
financial planning articlesclimate changeinvestingworthadvisors
https://www.wellsfargoadvisors.com/planning.htm?linknav=topnav:planLife:investingGoals
Planning For Life | Articles | Wells Fargo Advisors
We can help you create an investment plan and stay on track toward pursuing your goals as your life changes. Read these articles to get started.
articles wells fargoplanninglifeadvisors