Genivity Financial Planning Blog
Articles on health, wealth, and much more!
A Long Term Care Plan for Clients Who Have Failed to Plan
Unfortunately, nearly all advisors have a heart wrenching story or two about an unexpected life or health event that underscored the need to have these often uncomfortable long-term care planning conversations with clients. Insurance and long-term care may not be...
read more
Health Is Your Clients Largest Asset. How Are You Protecting It?
Customers are more educated than ever before and the financial services world is more transparent than ever before. Your challenges as a financial advisor have never been greater. The good news is that there is also more information than ever before to help you manage...
read more
When Aging Parents Need Financial Help
How to engage the family & put everyone’s minds at ease It’s hard to grow old. It’s even harder to watch someone you love get old. But hardest of all is stepping in when age becomes an issue. Though this may seem like a family issue, stepping in at the right time...
read moreHow to Handle Difficult Health Conversations at the Holidays
Family gatherings at the holidays can be the extremes - familiar and happy, tense and chaotic - and sometimes can be the perfect storm of emotions, conversations and good intentions gone horribly wrong. TapGenes asked health communication expert, Dr. Elissa Foster,...
read moreReal Ways to Support a Family Through a Health Crisis
Last year when my grandfather passed away, I was inundated with messages of “how can we help” and “what do you need?". I was grateful, and I was also too overwhelmed to give a real answer. I’d tell them nothing, or we’re fine. What I really wanted to hear was, “Hey!...
read more
10 Beautiful Sentiments to Write in a Sympathy Card
We watched the news in horror, our grief raw and gnawing. The news of my boyfriend’s younger brother dying was splashed across the screen in unfeeling, clinical terms. He was in a car accident that left two people dead. The phone immediately started to ring. Our few...
read more