Genivity Financial Planning BlogArticles on health, wealth, and much more!
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...read more
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...read more
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...read more
Caring for your growing elders can be stressful yet rewarding. You help maintain their health and bring a smile to their face. However, as they grow older, it is important that you consider more drastic situations in your care plan. An advanced care plan must be...read more
A legacy is “something transmitted by or received from an ancestor or predecessor or from the past.” While it usually represents a monetary value, a legacy is much more than that. Material possessions are just one of the things you can pass down. A legacy represents...read more
In the next three to four decades, approximately $30 trillion is expected to transfer from the Baby Boomer generation to their heirs in the United States. However, only 70 percent of wealth transfers are expected to be successful. A successful wealth transfer is when...read more