# practice management (news sources) — RSS Amplifier Recent posts from the 1 feeds in the RSS Amplifier directory that cover practice management. Page: Feed: --- ## [The Retirement-Timing Question Advisors Should Be Asking](https://rethinking65.com/the-retirement-timing-question-advisors-should-be-asking/) _2026-08-21 · Brady Bassford · Rethinking65_ The month clients leave work can make a surprising difference in how smoothly they transition into retirement. (By Brady Bassford) The post The Retirement-Timing Question Advisors Should Be Asking appeared first on Rethinking65 . ## [Disclaimer](https://rethinking65.com/disclaimer-prudential-aug26/) _2026-08-21 · Prudential · Rethinking65_ Securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor. Member FINRA/SIPC, and an affiliate of LPL Financial. “Prudential Advisors” is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (“PICA”) and its insurance company and other affiliates (collectively “Prudential”).… The post… ## [Feds Fine-Tune Investment Rules for Trump Accounts](https://rethinking65.com/feds-fine-tune-investment-rules-for-trump-accounts/) _2026-08-20 · Rethinking65 · Rethinking65_ Proposed regulations spell out what investments are eligible for the popular child accounts. The post Feds Fine-Tune Investment Rules for Trump Accounts appeared first on Rethinking65 . ## [The Retirement-Planning Questions Dementia Forces Us to Ask](https://rethinking65.com/the-retirement-planning-questions-dementia-forces-us-to-ask/) _2026-08-20 · Heather Schreiber · Rethinking65_ I teach people about financial security in retirement. My mom’s dementia has changed what I believe it means to be prepared. The post The Retirement-Planning Questions Dementia Forces Us to Ask appeared first on Rethinking65 . ## [Latino Parents Say the Cost of Raising Kids Is ‘Out of Control,’ But La Familia Helps Them Get By](https://rethinking65.com/u-s-latino-parents-say-the-cost-of-raising-kids-is-out-of-control-but-la-familia-helps-them-get-by/) _2026-08-20 · Rethinking65 · Rethinking65_ A new survey reveals how much extended family helps — and hinders — U.S. Latino moms and dads. The post Latino Parents Say the Cost of Raising Kids Is ‘Out of Control,’ But La Familia Helps Them Get By appeared first on Rethinking65 . ## [5,589 Votes: What Running for California Governor Taught Me](https://rethinking65.com/5589-votes-what-running-for-california-governor-taught-me/) _2026-08-20 · Jon Henderson · Rethinking65_ The campaign was a real-world fiduciary stress test, and it offers financial advisors practical lessons for managing their practices. (by Jon Henderson) The post 5,589 Votes: What Running for California Governor Taught Me appeared first on Rethinking65 . ## [Guide Helps CFPs Advise on Rollovers While Staying True to Their Fiduciary Duty](https://rethinking65.com/guide-helps-cfps-advise-on-rollovers-while-staying-true-to-their-fiduciary-duty/) _2026-08-19 · Rethinking65 · Rethinking65_ With $1T moving out of 401(k)s each year, the new CFP Board publication helps planners avoid giving clients conflicted or bad advice on this critical transfer. The post Guide Helps CFPs Advise on Rollovers While Staying True to Their Fiduciary Duty appeared first on Rethinking65 . ## [Proposed E-Delivery Rule Eases Customer Communications — With a Catch](https://rethinking65.com/secs-proposed-e-delivery-rule-would-ease-customer-communications/) _2026-08-19 · Rethinking65 · Rethinking65_ A continuing requirement for paper documentation means organizations need an integrated customer communication strategy, an industry exec says. The post Proposed E-Delivery Rule Eases Customer Communications — With a Catch appeared first on Rethinking65 . ## [Cross-Border Estate Plans Can Trigger Tax Surprises — and Double Probate](https://rethinking65.com/cross-border-estate-plans-can-trigger-tax-surprises-and-double-probate/) _2026-08-19 · Lucas Wennersten · Rethinking65_ Seemingly sound estate plans can implode for families with ties to both the U.S. and Canada unless jurisdiction differences are planned for. The post Cross-Border Estate Plans Can Trigger Tax Surprises — and Double Probate appeared first on Rethinking65 . ## [Meet Claude, an AI assistant (Sponsored)](https://crawlproof.com/a/qMoXKI4z1SXV) _2026-08-19 · **Sponsored**_ Chat with Claude at claude.ai — a conversational AI assistant. ## [Thinking of Moving Your Family? Check Childcare Costs Along With Home Prices](https://rethinking65.com/thinking-of-moving-your-family-check-childcare-costs-along-with-home-prices/) _2026-08-18 · Rethinking65 · Rethinking65_ Housing and childcare consume more than half of the typical American family’s income — but costs vary widely by location, Redfin reports. The post Thinking of Moving Your Family? Check Childcare Costs Along With Home Prices appeared first on Rethinking65 .