Genivity Financial Planning BlogArticles on health, wealth, and much more!
There are trillions of dollars surrounding the nearly 80 million baby boomers who are set to retire in the coming years. Such a vast quantity of wealth is undoubtedly going to attract massive competition from the financial management sector. And with the rise of robo...read more
The fact that the world is getting older should come as no surprise to you. There are already over half a billion people over the age of 65 and that demographic won’t be shrinking anytime soon. To stay ahead of the curve and to future-proof your practice, your firm...read more
Longevity financial planning is a hot topic, no wonder, considering a sizeable portion of the population is projected to live until their 80s if not longer. This begs the question, will your clients outlive their money? If you plan accordingly, your clients can ensure...read more
It can seem as though your profession is centered around one thing: money. Day in and day out you are in the weeds of figuring out how people can best optimize their wealth moving forward. It’s very rewarding to put strategies in place around expenses and incomes, but...read more
It’s hard to deny that we live in the most prosperous time in human history. Great strides have been made in economics, technology, and medicine that are allowing people to live longer than ever before. This trend doesn’t show signs of stopping, either. Medical...read more
There’s an ancient English saying: “Time and tide wait for no man.” While the origins are unknown, the point is clear. No one has the power to stop the tide and certainly, no one can stop time from moving forward. This might be patently obvious at your firm, you may...read more