Genivity Financial Planning Blog
Articles on health, wealth, and much more!Lumiant Acquires Genivity to Guide Clients on Lifestyle, Longevity, and Legacy Choices
We recently announced our acquisition and partnership with Lumiant, a leading advice platform for financial advisors. With it, Lumiant gains access to Genivity's flagship product, HALO, which provides personalized healthcare cost projections based on a client's unique...
Big Announcement from Genivity
We are excited to announce that Genivity has been acquired by Lumiant, a leading client experience and advice engagement platform for values-based financial advisors in the U.S. and Australian markets. The acquisition was recently finalized and we are now...
Longevity, Your Money, and Retirement: Handcrafting Your Retirement Podcast
Genivity CEO, Heather Holmes, joined Brett Ramsey on a recent podcast episode of Handcrafting Your Retirement to talk about all things longevity, wealth, and elder care. Throughout the episode, Heather and Brett discuss how HALO helps clients with long-term financial...
Longevity and Inflation: A link worth exploring
As financial planners, you have a unique perspective on inflation. It doesn’t just affect the here and now, but it impacts the future of your clients' money and what they may, or may not, be able to accomplish in retirement. At Genivity, we take a differentiated view...
Inflation, Health, and Longevity: What you need to know
The recent resurgence topic of inflation has frustrated business leaders, politicians, and most of all consumers.Retirees, or those planning to retire, are no different. They are arguably impacted even more than those that can get a raise or find a better-paying job....
Inflation: The Enemy of Retirement
At Genivity, we empower people to learn more about their genetics to better inform their decisions about financial planning. Longevity planning is a must for those on the threshold of retirement. This final phase of life should be full of excitement given that your...