by Ashley Flitter | Last updated Oct 27, 2022 | Financial Planning, Your Money
At Genivity, we empower people to learn more about their genetics to better inform their decisions about financial planning. Longevity planning is a must for those on the threshold of retirement. This final phase of life should be full of excitement given that your...
by Stephen Dias | Last updated Dec 17, 2020 | Financial Planning
Conversations around elder care planning can be complicated; bringing up health and old age can be difficult for advisors. On the other hand, clients know it’s important, but don’t like to think about it. As painful as it is, elder care planning can not be ignored...
by Ashley Flitter | Last updated Apr 15, 2020 | Financial Planning
In talking with many financial advisors and institutions over the years, groups have evolved at different rates in how they use technology in their practice. Some shun it completely beyond the bare minimum of portfolios and modeling. Some are excited about what...
by Ashley Flitter | Last updated Jan 6, 2020 | Financial Planning
As a financial advisor you know that Social Security likely won’t cut it in the future. The political situation around the long-standing pool of money is anything but stable and the cost of living and healthcare keeps going up. This likely is a very real, very...
by Ashley Flitter | Last updated Oct 11, 2019 | Financial Planning
The media has been tireless in reporting on the new state of retail in the United States. Some call it a “retail apocalypse” others see it as an evolution of traditional brick and mortar. Whatever the hot take of the day is, one thing is for sure: retail is changing....
by Ashley Flitter | Last updated Oct 4, 2019 | Financial Planning
Everyday, whether you actively acknowledge it or not, you’re fighting with every other firm out there to manage clients’ wealth. The question you should be asking yourself each day is what separates you from your competitors. Why would a client choose you? If...
