Genivity Financial Planning BlogArticles on health, wealth, and much 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
Much of the financial world has changed dramatically over the last 30 years. Stocks and bonds, IRA’s and even Social Security are far different today than they used to be. It should come as no surprise, then, that retirement planning needs to change from its...read more
Planning for the unknown is tricky. Projecting what a client may need in terms of future healthcare is especially tricky. Mortality tables can help determine the likelihood of someone living into their 80’s or 90’s, but they’re generalizations. Those tables don’t...read more
Trust is the foundation for all relationships. Marriages, friendships, coworkers, or simply acquaintances all have to have a baseline level of trust in order to operate properly. Your relationships with your clients are no different. Money is an incredibly precious...read more