Rethinking 65

HighlightsMoney Individuals and corporations will be able to donate shares of stock to “Trump accounts,” the government-backed newborn investment accounts. By Jacob Bogage | July 3, 2026 Linkedin X Facebook Email VK Scott Bessent, U.S. Secretary of the Treasury, delivers remarks on the day U.S. President Donald Trump is scheduled to speak at the Faith & Freedom Coalition "Road to Majority" Conference, Washington D.C., U.S., June 26, 2026.

HighlightsMarketing Here are nine ways to help avoid this fate, based on my observations at a recent donor-recognition event where they got it right. By Bryce Sanders | July 3, 2026 Linkedin X Facebook Email VK Photo by unsplash/@Filip Rankovic Grobgaard Editor’s note: Bryce Sanders is a longtime columnist for Rethinking65. Read more of his articles here. Bryce Sanders Cultivation is fun—especially when you’re the one being cultivated. That’s one reason some prospects hesitate to become clients.

Technology Here’s how to reclaim your Sunday nights and have more time to give to your clients who need your help the most. By John O'Connell | July 3, 2026 Linkedin X Facebook Email VK Illustration by Ayush Kumar for Unsplash+ Picture your schedule tomorrow. You have three annual reviews. Client one turns 73 this year, which means her first required minimum distribution kicks in and she has a qualified charitable distribution opportunity she has never used.

HighlightsMedicare/Social Security This 70-year old marathon runner and part-time computer science professor is considering moving overseas to avoid such battles for coverage. By Samantha Liss, KFF Health News | July 3, 2026 Linkedin X Facebook Email VK Weeks after Margaret Hvatum’s Humana Medicare Advantage plan denied coverage of a medicine she needs for a chronic condition, she was admitted to a hospital.

Latest News The new report identifies key factors that make DAFs the second-most recommended giving tool among advisors. By Rethinking65 | July 2, 2026 Linkedin X Facebook Email VK Donor advised funds are second only to direct giving as the charitable approach most commonly recommended by U.S. financial advisors.

Practice Management It’s about building community, not just connections; it’s changed how I measure success; and it’s helped me create a second act. By Bill McGuire | July 2, 2026 Linkedin X Facebook Email VK Photo by iLixe48 Fourteen years ago, I attended a meeting that would quietly change the course of my professional life.

Latest News Payment avoidance can lead to social avoidance and end friendships and relationships, according to a new study by Zelle. By Rethinking65 | June 30, 2026 Linkedin X Facebook Email VK Gen Z is spending via group expense, but in too many cases the payback still pending. A new study by Zelle found that 76% of Gen Z individuals who fronted money for a group expense like a trip or event were not fully repaid.

Latest News A new report reveals how federal legislation has repeatedly removed barriers to home ownership. By Rethinking65 | June 30, 2026 Linkedin X Facebook Email VK From the Homestead Act of 1862 to the Housing and Economic Recovery Act of 2008, federal housing legislation has driven significant surges in U.S. homeownership. That’s according to an analysis of past housing laws by Realtor.com, which praised the latest example, the bipartisan 21st Century ROAD to Housing Act.

Estate Planning Families are often surprised to learn that the legal tools they have in place won’t shield their estates from the drain of long-term care. By Pat Simasko & Kelsey Simasko | June 30, 2026 Linkedin X Facebook Email VK Photo by unsplash/@jonmoore Estate planning is necessary for end-of-life decisions, but many plans don’t account for long-term care.

Medicare/Social Security It appears to be the first time CMS has successfully pressured a Medicare Advantage plan to pay back tens of millions of dollars in alleged overpayments. By Fred Schulte, KFF Health News | June 29, 2026 Linkedin X Facebook Email VK Photo by unsplash/@WesleyTingey A major Medicare Advantage company has paid the government more than $342 million to help settle allegations that it overcharged the federal healthcare program for years.