Genivity Financial Planning Blog
Articles on health, wealth, and much more!
Fiduciary Laws: What You Need to Know About DOL Compliance
Changes by the Department of Labor to compliance laws have caused a shake-up in the financial advising industry. Changes from suitability standards to fiduciary standards are representing a huge shift in the industry. Suitability standards meant that as long as the...
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HALO for Lead Gen: Search Engine Optimization Basics
Financial advisors are facing an unprecedented number of challenges in their practices. Whether it's managing a large amount of wealth transfer or competing with robo-advisors, there are many potential obstacles advisors need to overcome in order to maintain and build...
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How Next-Gen Members Impact Planning for the Future
American individuals are known as one of the worst savers in the developing world with only saving approximately 6 percent of their income compared to the recommended 20 percent. Furthermore, when your clients have a desire to raise a child, saving becomes more...
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Genivity’s Approach to Security: An Interview with Heesh Naim
Today we welcome the Genivity CTO, Heesh Naim, to the Genivity blog to tell us a bit more about himself, explore his stance on security, and how he fosters growth within the organization. Heesh comes to Genivity with a wealth of experience in both enterprise security...
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Social Security Factors to Consider While Planning for Retirement
Many Americans ask themselves several questions when planning for retirement. One of them is: Will the benefits of Social Security be enough to retire comfortably? The simple answer is no. If the structure of the Social Security system is not improved, we could see...
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How Medicare Impacts Financial Planning
Planning for retirement requires planning for many scenarios and options. One element to consider is Medicare. In a survey by Forbes, 30 percent of Americans believed that home health care expenses were less than $417 monthly when in reality, the cost is closer to...
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