Genivity Financial Planning Blog
Articles on health, wealth, and much more!
Genivity’s Heather Holmes on BMO Harris Podcast
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
How to Talk about Long-Term Care Insurance with Clients
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
Top Five Long-Term Care Insurance Issues for Advisors
The greatest unknown facing financial advisors and retirees alike is just how long retirement will last. A close second is how much care your clients will need in their final years. While most people expect to have some care as clients age, the world of long-term care...
read more
How to Plan for your Client’s Significant Life Events
People are always seeking ways to see into the future. Some great literary works center around a plot of having a character with advanced knowledge of things to come. While this would certainly help plan for your clients future, as we know, no one knows exactly what...
read more
The Hidden Costs of Heart Disease for a Financial Plan
Heart disease is not only the leading cause of death for both men and women, claiming 1 in 3 American lives, according to the American Heart Association, it’s also a leading cause of disability. So how can you, as a financial planner, help protect your clients from...
read more
The Shifting Landscape of Client Concerns
While preparing for retirement, it’s likely that your client will have a myriad of retirement concerns. This is normal, and even healthy, as it shows that they’ve put thought into their upcoming lifestyle. But we live in a rapidly evolving society and the concerns of...
read more