Your Money Archives - Genivity
How to Bring Multi-Generational Planning to your Practice

How to Bring Multi-Generational Planning to your Practice

Most people are familiar with the parable of “The Prodigal Son.”  In it, a young man asks for his inheritance early and ends up squandering it, only to come back and beg for forgiveness from his father. This story helps illustrates a surprisingly common modern trend...
Financial Literacy: The Impact on Client Comprehension

Financial Literacy: The Impact on Client Comprehension

When it comes to investing or saving, clients need to understand the language involved. If they fail to understand the language, it can be difficult to discuss with your clients which plan is beneficial for them. Their future financial stability depends heavily on...

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