Hennah Garcia, Author at Genivity
Fiduciary Laws: What You Need to Know About DOL Compliance

Fiduciary Laws: What You Need to Know About DOL Compliance

Changes by the Department of Labor to compliance laws have caused a shake-up in the financial advising industry. Changes from suitability standards to fiduciary standards are representing a huge shift in the industry. Suitability standards meant that as long as the...
How Next-Gen Members Impact Planning for the Future

How Next-Gen Members Impact Planning for the Future

American individuals are known as one of the worst savers in the developing world with only saving approximately 6 percent of their income compared to the recommended 20 percent. Furthermore, when your clients have a desire to raise a child, saving becomes more...
How Medicare Impacts Financial Planning

How Medicare Impacts Financial Planning

Planning for retirement requires planning for many scenarios and options. One element to consider is Medicare. In a survey by Forbes, 30 percent of Americans believed that home health care expenses were less than $417 monthly when in reality, the cost is closer to...
Care Planning for Elders: What You Should Know

Care Planning for Elders: What You Should Know

Caring for your growing elders can be stressful yet rewarding. You help maintain their health and bring a smile to their face. However, as they grow older, it is important that you consider more drastic situations in your care plan. An advanced care plan must be...

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