Health and Wealth Archives - Genivity
The Hidden Costs of Heart Disease for a Financial Plan

The Hidden Costs of Heart Disease for a Financial Plan

Heart disease is not only the leading cause of death for both men and women, claiming 1 in 3 American lives, according to the American Heart Association, it’s also a leading cause of disability. So how can you, as a financial planner, help protect your clients from...
The Shifting Landscape of Client Concerns

The Shifting Landscape of Client Concerns

While preparing for retirement, it’s likely that your client will have a myriad of retirement concerns. This is normal, and even healthy, as it shows that they’ve put thought into their upcoming lifestyle. But we live in a rapidly evolving society and the concerns of...
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...

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