Genivity Financial Planning BlogArticles on health, wealth, and much more!
Most people are familiar with the parable of “The Prodigal Son.” In it, a young man asks for his inheritance early and ends up squandering it, only to come back and beg for forgiveness from his father. This story helps illustrates a surprisingly common modern trend...read more
As financial advisors, your day-to-day may be filled with spreadsheets, legal documents, market reports, and other paperwork. It may seem overwhelming and repetitive at times, but it’s important to remember the one thing that makes your job worth doing: client...read more
A large part of your job is advising clients to take action in their best interests. While there are certainly many rewarding financial client planning meetings, there will always be a few uncomfortable ones. Talking to your clients about long-term care insurance and,...read more
The greatest unknown facing financial advisors and retirees alike is just how long retirement will last. A close second is how much care your clients will need in their final years. While most people expect to have some care as clients age, the world of long-term care...read more
People are always seeking ways to see into the future. Some great literary works center around a plot of having a character with advanced knowledge of things to come. While this would certainly help plan for your clients future, as we know, no one knows exactly what...read more
Heart disease is not only the leading cause of death for both men and women, claiming 1 in 3 American lives, according to the American Heart Association, it’s also a leading cause of disability. So how can you, as a financial planner, help protect your clients from...read more