Rethinking 65

Practice Management Helping clients understand the dynamic between these three resources is what gives me purpose as an advisor. By Andrew Connors | July 14, 2026 Linkedin X Facebook Email VK Photo by Allison Saeng for Unsplash+ Several years ago, a longtime client, “John,” called me immediately after leaving a doctor’s appointment. Before driving home, he pulled into a parking lot to process what he had just learned: He had been diagnosed with prostate cancer.

Economic/Market OutlookHighlights Rising deficits and these other issues raise questions about how sustainable the U.S. growth model really is. By Alan Shipman | July 13, 2026 Linkedin X Facebook Email VK Photo by Getty Images for Unsplash+ The U.S. economy is continuing to grow faster and generate more new jobs than Europe. Annual national income growth over the past five years has averaged 3.3% in the U.S. against 2.6% in the EU.

Latest News Excessive gambling and risk-taking are top red flags, according to Northwestern Mutual’s 2026 Planning & Progress Study. By Rethinking65 | July 13, 2026 Linkedin X Facebook Email VK “Unlucky at cards, lucky at love,” the old saying goes. Don’t bet on it. A new study by Northwestern Mutual reveals that 60% of Americans say poor money habits — including gambling — are “a dealbreaker” in a new relationship.

InsuranceLatest News The drop in enrollment numbers traces back largely to the expiration of the Affordable Care Act’s enhanced premium tax credits. By Aparna Soni | July 13, 2026 Linkedin X Facebook Email VK Millions of Americans who buy their own health insurance coverage through the Affordable Care Act marketplaces faced a stark choice this year: pay more than twice as much to keep the same plan or go without. Many did not keep their coverage.

Real Estate A Harvard researcher and a Florida advisor bring different perspectives to the question of investing in resiliency upgrades.

HighlightsMedicare/Social Security Under Medicare’s rules, some beneficiaries can’t enroll in a plan again until the fall, for coverage beginning in 2027. By Susan Jaffe, KFF Health News | July 13, 2026 Linkedin X Facebook Email VK Photo by unsplash/@victoriabcphotographer Jude Pare and his partner, Diane Tix, live in rural Minnesota until temperatures dip below freezing, when they take refuge in Arizona for the winter. While away, their mail is forwarded.

Latest News A Brookings Institute study reports that while mail volume has decreased, American households still prefer mail for important types of communications and transactions. By Rethinking65 | July 12, 2026 Linkedin X Facebook Email VK Americans are using mail less these days, but it still plays and important — and some ways, increasing — role in the lives of many people.

HighlightsRetirement Plans Plans offering automatic enrollment have nearly 100% employee participation, says Vanguard. See more of its finding here. By Ed Prince | July 10, 2026 Linkedin X Facebook Email VK Photo by unsplash/@nginakyurt The workplace retirement savings revolution continues to gain steam as more companies opt for automatic enrollment of employees into target-date funds.

Practice Management Whether you’re thinking about throwing your hat into the M&A ring or staying put, here are some important considerations. By Jerilyn Klein | July 9, 2026 Linkedin X Facebook Email VK Photo by Unsplash+ Community for Unsplash+ When people think about consolidation in the wealth-management industry, it’s often the largest transactions that come to mind.

Latest News The Edward Jones survey shows that 69% of financial advisors believe AI has had a positive impact on the industry By Rethinking65 | July 8, 2026 Linkedin X Facebook Email VK Artificial intelligence may be changing how advisors work, but they are optimistic about the future of the profession. That’s according to new research from Edward Jones and Morning Consult based on the result of a national survey of financial advisors conducted from May 15 to 27.