Health and Wealth Archives - Genivity
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...
Planning for When You’re Gone: Leaving a Legacy

Planning for When You’re Gone: Leaving a Legacy

A legacy is “something transmitted by or received from an ancestor or predecessor or from the past.” While it usually represents a monetary value, a legacy is much more than that. Material possessions are just one of the things you can pass down. A legacy represents...
Future Financial Planning: Continuing Care Costs

Future Financial Planning: Continuing Care Costs

Did you know that Americans are five times more concerned with burdening their family with retirement than they are with death? According to a Genworth study, this is a true worry for individuals. Considering the cost of care can range from $1 million to $300,000 in a...
Establish Financial Goals in Client Meetings

Establish Financial Goals in Client Meetings

No matter your client’s age, setting financial goals can help determine their financial planning route. Furthermore, success to one individual may not be a success to another. That is why it is important in your role as an advisor to guide your clients through this...
How To Organize Your Medications

How To Organize Your Medications

Remembering to take your prescription medications can be a challenge, especially when you take more than one. You may need to take some pills multiple times a day, some at different times of the day. Some pills must be taken with food, some without. It is important to...

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