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We’ve aggregated 176 of Rethinking65’s headlines and news stories over the past 3 months.

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Top Rethinking65 News

US Social Security, Medicare to run short of funds in 2033, trustees say

Social Security · United States

US Social Security, Medicare to run short of funds in 2033, trustees say

63% Center coverage: 190 sources

The U.S. Social Security and Medicare programs for seniors will both run short of funds to pay full benefits in 2033, three years sooner than last year's estimate for the Medicare Hospital Insurance Fund, their annual trustees reports showed on Wednesday.See the Story

Indiana’s Public Colleges and Universities Agree to 2-Year Tuition Freeze, Gov. Braun Says

Mike Braun · Indianapolis

Indiana’s Public Colleges and Universities Agree to 2-Year Tuition Freeze, Gov. Braun Says

57% Center coverage: 35 sources

Social Security Is Shrinking Faster Than Expected. What It Could Mean for Your Future Checks

Bernie Sanders · United States

Social Security Is Shrinking Faster Than Expected. What It Could Mean for Your Future Checks

50% Left coverage: 12 sources

The Social Security Trustees' annual report projects an earlier insolvency date.See the Story

BlackRock Launches Texas ETF

75% Center coverage: 8 sources

BlackRock, the world's largest asset manager, is launching its first state-focused equity exchange-traded fund. Read on to learn more about the fund and how you can "go long" on Texas.BlackRock · Texas See the Story

By the Numbers: May Housing Prices

The industry group Florida Realtors this week released a report that showed the statewide median sales price for single-family existing homes in May was $415,000. Here were median prices in the state’s metropolitan statistical areas:Florida, United States · Florida See the Story

1 in 3 Baby Boomers Vow to Never Sell Their Home

Baby boomers are more attached to their homes than younger generations, with 33.5% saying they’ll never sell, a new survey reveals. Another 30% of boomers say they’ll sell, but only after more than a decade from now, according to the survey commissioned by real estate brokerage firm Redfin. Younger homeowners express greater willingness to part ways with their home: Only 25% of Gen Xers and 21% of millennial/Gen Zers say they’ll never sell. But …United States · United States Read Article

Law Firm's Rethink of Retirement Investing a Finalist for Research Award

A San Diego-based investment law firm is getting noticed for its exploration of ways the wealth management industry can modify retirement planning strategies to help investors deal with longer lifespans and inflation. Dunham & Associates Investment Counsel Inc. is a finalist in the 2025 WealthManagement.com Industry Awards, in the category “Asset Managers/Thought Leadership.” The firm’s finalist designation is for the whitepaper “Is Our Industry…Inflation · San Diego Read Article

Two Investment Banks Want Out of 20-year-old Settlement

Piper Sandler and Stifel Financial on Wednesday asked a judge to free them from “onerous” restrictions from the U.S. Securities and Exchange Commission’s global settlement more than two decades ago with 12 investment banks over analyst conflicts. The $1.5 billion settlement in 2003 and 2004 addressed a scandal over analysts issuing positive research to help Citigroup, Goldman Sachs, JPMorgan Chase, Morgan Stanley, the defunct Bear Stearns and Le…Southern District · Southern District Read Article

RIA Economic Outlook Index Rises as Inflation Worries Ease

Financial advisors’ inflation worries are easing, but more than half fear a recession could be on the way. That’s according to Security Benefit’s Q2 Economic Outlook Index, which found that 6 in 10 registered investment advisors expect inflation to be under 3% in the next 12 months because of further tariff negotiations. The latest reading of the personal consumption expenditure price index dropped to 2.1% in April, the study authors noted, citi…Recession · United States Read Article

Survey finds dangerous disconnect between G1 and G2

Financial advisors’ succession planning often goes awry as good intentions are undermined by misalignment between firm owners and successors, a new study has found. Owners and their designated successors frequently have a vision of opportunity but operate with different assumptions and unclear expectations, according to the industry survey by wealth management firm Kestra Holdings. While first-generation leaders (G1s) are often confident about t…Read Article

Deals & Moves: $30B Allworth Adds Active Investment Expertise; $3B Compound Lures 8 Advisors

$3 billion AUM Compound Planning lures eight advisors, and Focus Financial, Apella and LPL’s affiliate RIA arm also make multi-million dollar additions.Indianapolis · Indianapolis See the Story

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