Genivity Financial Planning Blog
Articles on health, wealth, and much more!
How to Help Clients Plan for Caregiving Costs
We’ve been discussing how to help clients plan for their own healthcare costs in retirement. But planning for their own out-of-pocket costs is not the only potential healthcare-related costs they could incur. Caregiving is a role that more and more adult children are...
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Managing Client Health Care Costs in Retirement
We recently provided an overview of how you can help clients minimize out-of-pocket health care costs in retirement. Once you’ve helped them take steps toward ensuring they end up paying as little as possible for care costs once they retire, it’s important to take the...
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Five Tips for Minimizing Health Care Costs in Retirement
Genivity HALO was created in order to bring visibility to the true out-of-pocket costs people will face during their retirement years. But once you see the true numbers for your specific situation (lifestyle, behavior, family health history) what’s the next step?...
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The Holidays are the Best Time for Family Homework
The holidays are a time focused on the holiday spirit. It involves consuming too much food, spending quality time with friends and family, or attempting to avoid family drama. For some families, family gatherings occur frequently. However, for other families, holidays...
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How to Set your Financial Practice Apart from Others
Some companies struggle to differentiate themselves from other practices. With the sea of financial advising options available, there are many places for clients to choose from. The companies that have been able to differentiate themselves tend to have a steady...
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How to Write and Market Case Studies for your Practice
The best way to gain clients is to illustrate how your practice and services have helped other individuals. Case studies, also called case histories or success stories, provide a description of a problem and the solutions applied to this problem. They determine what...
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