Life Events Archives - Genivity
The Holidays are the Best Time for Family Homework

The Holidays are the Best Time for Family Homework

The holidays are a time focused on the holiday spirit. It involves consuming too much food, spending quality time with friends and family, or attempting to avoid family drama. For some families, family gatherings occur frequently. However, for other families, holidays...
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...
Preparing for Wealth Transfers to Next-Generation Members

Preparing for Wealth Transfers to Next-Generation Members

In the next three to four decades, approximately $30 trillion is expected to transfer from the Baby Boomer generation to their heirs in the United States. However, only 70 percent of wealth transfers are expected to be successful. A successful wealth transfer is when...
When Aging Parents Need Financial Help

When Aging Parents Need Financial Help

How to engage the family & put everyone’s minds at ease It’s hard to grow old. It’s even harder to watch someone you love get old. But hardest of all is stepping in when age becomes an issue. Though this may seem like a family issue, stepping in at the right time...
What to Pack In Your First Aid Kit When You Travel

What to Pack In Your First Aid Kit When You Travel

It’s been almost a year since I hit the open road for the trip of a lifetime. With my husband and daughter, we packed up everything we owned, put it in a POD, moved out of our house, and spent 15,000 miles on what we called Happy Summer.  From May through...

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