California's proposed billionaire tax is getting the spotlight, but a different proposal, Proposition 3, would permanently extend higher income tax rates in the state. #wealthmanagement #financialadvisors #tax
@financialplanning.bsky.social
@financialplanning.bsky.socialCalifornia's proposed billionaire tax is getting the spotlight, but a different proposal, Proposition 3, would permanently extend higher income tax rates in the state. #wealthmanagement #financialadvisors #tax
@virtualnexgen.bsky.socialStrong client relationships need attention. A Wealth Management VA helps advisors organize records, coordinate meetings, and manage routine follow-ups.
š Book a discovery call: calendly.com/virtualnexge...
@virtualnexgen.bsky.socialStrong relationships take attention. The right support helps you give it. š¤
Virtual NexGen Solutions provides administrative VA support for wealth management firms, RIAs, and financial advisory teams.
š Book a discovery call: calendly.com/virtualnexge...
@ret65.bsky.socialThe average retiree spends only about half of what their savings could safely sustain, per Blanchett and Finke.
Not a financial problem. A behavioral one.
Frederick Saide writes for @Rethinking65 on the underspending trap.
#RetirementPlanning #BehavioralFinance #FinancialAdvisors #Rethinking65
@virtualnexgen.bsky.socialOrganize client records, meeting prep, scheduling and follow-ups with dedicated VA support.
š Book a discovery call: calendly.com/virtualnexge...
#WealthManagement #FinancialAdvisors #VirtualAssistant #ClientAdministration
@wealthupdate.bsky.socialHow to Choose a Financial Advisor
#financialadvisor #financialadvisors
@virtualnexgen.bsky.socialOrganize client follow-ups, meeting preparation, scheduling, and records with dedicated wealth management VA support.
š Book a discovery call: calendly.com/virtualnexge...
#WealthManagement #FinancialAdvisors #WealthManagementVirtualAssistant #VirtualAssistant #VirtualNexgenSolutions
@ret65.bsky.socialTariff revenue as a share of GDP rose over 300% since 2018. The Supreme Court struck down many of those tariffs in February 2026.
The Tax Foundation says replace them with a 1% VAT. $130.1 billion in projected revenue gains through 2036.
@ret65.bsky.social73% of Americans prefer in-home care. 54% have not planned financially for it.
The annual cost of a home health aide could exceed $500,000 by 2058, per Northwestern Mutual.
Rethinking65 has the full breakdown. #LongTermCare #RetirementPlanning #FinancialAdvisors #Rethinking65
@ret65.bsky.socialAn advisor today manages 100 households. Summit Financial CEO Stan Gregor thinks AI could make that 500.
"AI is not going to replace the advisor. But who it will replace is the advisor who is not using AI."
Mike Byrnes reports for @Rethinking65. #AI #PracticeManagement #FinancialAdvisors
@killbaitcanada.bsky.socialFive Steps for Successful Family Wealth Meetings: Advisors Share Insights
š¤ IA: It's not clickbait ā
š„ Users: It's not clickbait ā
#familywealth #estateplanning #financialadvisors
ššš
@ret65.bsky.social72% of employers are paying more for AI skills. 42% pay more for AI expertise than any other technical skill.
Robert Half's 2027 Salary Guide via Rethinking65 on what is driving compensation in 2027.
@ret65.bsky.socialRespond to a lead within 5 minutes: 85% conversion rate. Wait 24 hours: below 10%.
The FPA just launched PlannerSearch 2.0 to match consumers with planners based on mindset, not just zip code.
#PracticeManagement #FinancialPlanning #FPA #FinancialAdvisors
@ret65.bsky.social$13 billion yearly. 69% losing time from work. 25% reconsidering leadership.
The U.S. Senate just held its first-ever hearing on menopause. Eleanor O'Sullivan writes for Rethinking65: "Those are financial planning issues."
#WomenInFinance #MenopauseAwareness #RetirementPlanning #FinancialAdvisors
@l2uma.bsky.socialA CPA can introduce you. Your marketing has to finish the introduction.
www.l2uma.com/financial-se...
#FinancialAdvisors #CPAReferrals #WealthManagement #ProfessionalServices #ClientAcquisition #DigitalMarketing #MarketVisibility #L2uMA
@virtualnexgen.bsky.socialCRM, client onboarding, scheduling, documentation & admin support for financial advisors.
š Book a discovery call: calendly.com/virtualnexge...
#WealthManagement #FinancialAdvisors #VirtualAssistant #FinancialServices #WealthManagementVA #RIA #FinancialPlanning #VirtualNexgenSolutions
@virtualnexgen.bsky.socialClient records, CRM, scheduling, documentation & admin support for financial advisors.
š Book a discovery call: calendly.com/virtualnexge...
#WealthManagement #FinancialAdvisors #VirtualAssistant #FinancialServices #WealthManagementVA #FinancialAdvisorSupport #CRMManagement #VirtualNexgenSolutions
@ret65.bsky.socialStudent loan holders ages 65 to 69 still have 401k balances 28.2% lower than those without debt. The gap never completely closes.
Ed Prince reports for Rethinking65 on what SECURE 2.0's student loan match could mean for workers and advisors.
@brnnewsfacts.bsky.social#Tomorrow: Phillip Snyder, CLU, The Warner Companies, reveals why insurers are losing clients at alarming rates and how advisors can build lasting relationships through education and genuine care.
Watch and Subscribe: www.youtube.com/@BroadcastRe...
@ret65.bsky.socialThe number of widows is declining. The number of women navigating their finances alone is not.
Gray divorce. Never-married women. Longer chronic illness. The solo ager looks different now.
Paula L. Green reports for Rethinking65.
#WomenInFinance #RetirementPlanning #FinancialAdvisors #Rethinking65