Life Events Archives - Genivity
Helping Clients Avoid Surprises and Thrive in Retirement

Helping Clients Avoid Surprises and Thrive in Retirement

Planning for retirement can be stressful. There are a lot of unknowns that need to be accounted for and there are plenty of details that should be considered, but at the end of the day, your client should still be excited about retiring. Retirement opens up a whole...
Planning for when a Client’s Partner Dies

Planning for when a Client’s Partner Dies

It’s said that the only thing certain in life are death and taxes. While the reality of taxes is with us almost daily, one tends to put off the idea of death and, therefore, not plan for it properly. It’s very likely that, if you are married entering retirement, one...
Helping your Client’s Parents Plan for Retirement

Helping your Client’s Parents Plan for Retirement

Somewhere in the neighborhood of 10,000 baby boomers reach retirement age every day. This can be a scary and exciting time for older generations who are finally confident enough in their finances to leave the workforce. However, your clients likely have families and...
How to Help Clients Plan for Caregiving Costs

How to Help Clients Plan for Caregiving Costs

We’ve been discussing how to help clients plan for their own healthcare costs in retirement. But planning for their own out-of-pocket costs is not the only potential healthcare-related costs they could incur. Caregiving is a role that more and more adult children are...
Coaching Clients through Difficult Family Conversations

Coaching Clients through Difficult Family Conversations

How do I help my clients start a conversation about their family health history + finances? Holiday season is the time of year when the Conversation Project encourages families to initiate discussions about their wishes for end of life care and wishes so that families...

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