Genivity Financial Planning Blog
Articles on health, wealth, and much more!
Longevity: A Topic Advisors Can’t Ignore
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...
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Three Key Ways Aging Affects Financial Planning
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...
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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...
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3 Ways to Build Trust with your Clients
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...
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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...
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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,...
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