Genivity Financial Planning BlogArticles on health, wealth, and much more!
It’s hard to deny that we live in the most prosperous time in human history. Great strides have been made in economics, technology, and medicine that are allowing people to live longer than ever before. This trend doesn’t show signs of stopping, either. Medical...read more
There’s an ancient English saying: “Time and tide wait for no man.” While the origins are unknown, the point is clear. No one has the power to stop the tide and certainly, no one can stop time from moving forward. This might be patently obvious at your firm, you may...read more
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...read more
As financial advisors, your day-to-day may be filled with spreadsheets, legal documents, market reports, and other paperwork. It may seem overwhelming and repetitive at times, but it’s important to remember the one thing that makes your job worth doing: client...read more
There’s no debating that with life expectancy going up, money and other resources will have to last longer and be more effective than in generations past. With this new standard, it’s important that financial considerations are taken seriously so that clients can...read more
A large part of your job is advising clients to take action in their best interests. While there are certainly many rewarding financial client planning meetings, there will always be a few uncomfortable ones. Talking to your clients about long-term care insurance and,...read more