by Ashley Flitter | Last updated Oct 27, 2022 | Financial Planning, Your Money
At Genivity, we empower people to learn more about their genetics to better inform their decisions about financial planning. Longevity planning is a must for those on the threshold of retirement. This final phase of life should be full of excitement given that your...
by Ashley Flitter | Apr 1, 2019 | Financial Planning, Your Money
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...
by Ashley Flitter | Dec 3, 2018 | Your Money
Taking the time to better manage your money can help you during difficult times or during the holidays. It can help you better manage your living expenses, debts, and improve your saving skills. For that reason, we’re providing you with an essential money guide...
by Hennah Garcia | Aug 13, 2018 | Your Money
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...
by Hennah Garcia | Jul 16, 2018 | Financial Planning, Your Money
Maintaining customer satisfaction is a crucial element in managing your business. Along with this factor, the satisfaction of next generation family members should also be considered. To put this into perspective, approximately $27 trillion are predicted to pass from...
