Genivity Financial Planning BlogArticles on health, wealth, and much more!
There’s no question about it: people are living longer than ever before. Longer lives are a wonder of modern medicine and a true testament to the advancement of society. As we’ve mentioned before, however, this longevity doesn’t come free. Many industry leaders now...read more
We often times see retirement portrayed as a relaxing, care-free period of one’s life. Commercials show jovial retirees sitting in bathtubs on mountains, going on cruises, or spending time with family. While this certainly can be a reality (minus the bathtubs) for...read more
If there’s one thing that the financial planning world has in abundance, it’s advisors. There are plenty of large firms out there willing to take over the duties in managing people’s wealth along with new and improved AI-driven trading and financial planning...read more
There are certain professions that come with high levels of trust. Doctors, Lawyers, and even barbers need to be trusted by their clients to make sure the outcomes are positive. As a financial advisor, you’re right up there with the most trusted of professions. After...read more
No one likes to envision their loved ones lives after they’ve departed. It’s unpleasant, stressful and at times, emotionally draining. Your clients are no different. Chances are they’ve been avoiding taking action on how their assets will be dispersed in the event of...read more
Over the last few months, our Founder and CEO, Heather Holmes, has been broadening her knowledge of the financial tech industry at the prestigious FIS Fintech Accelerator in Little Rock, Arkansas. Who is FIS? FIS serves the largest players in the financial world,...read more