The 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

Tariff 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.

#TaxPolicy #Tariffs #FinancialAdvisors #Rethinking65

73% 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

72% 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.

#AI #CareerPlanning #FinancialAdvisors #Rethinking65

The 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

The wealth management industry is approaching the same question Tesla asked about drivers.

What happens when the advisor is no longer required?

Shawn Bostic writes for Rethinking65 on the question every human advisor must answer now.

#AI #PracticeManagement #FinancialAdvisors #Rethinking65

"If you could be a fly on the wall while one of your clients described you to a friend, what do you think you would hear?"

Jeff Feazell writes for @Rethinking65 on what clients actually say when no one is listening.

#PracticeManagement #Marketing #FinancialAdvisors #Rethinking65

The gap is not investment management. It is what happens when the person managing everything is suddenly gone.

Linda Aldmon, CFP writes for @Rethinking65 on the question advisors should be asking DIY investors.

#PracticeManagement #FinancialAdvisors #SecondHalfOfLife #Rethinking65