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Financial Planning

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Financial Planning Analysis & Trends. Commentary from Global View Investment Advisors


How to Pick Investment Managers Responsibly (It’s About Your Retirement and Your Grandkids)

How to Pick Investment Managers Responsibly (It’s About Your Retirement and Your Grandkids)

Responsible people with serious money don’t want to lose it and not make it back. Responsible people don’t take unnecessary risks jeopardizing retirement income. Responsible people don’t transfer wealth from grandchildren to big banks and insurance companies by buying expensive, unnecessary products). Responsible people understand there is nothing for free. You must take risk to get…

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Kids Need Hands-On Lessons to Manage Money

Kids Need Hands-On Lessons to Manage Money

Kids are unprepared for inheritance because families don’t talk about money. Gifting college-age kids money in a brokerage account is a good start. To teach kids about taxes, get them to prepare a return by hand while their taxes are simple and still easy. http://www.barrons.com/articles/heirs-need-hands-on-financial-lessons-1503421971  

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Golfing and Rocking Chairs can get old fast!

Golfing and Rocking Chairs can get old fast!

Retirement – Many people dream of the day when they will not have the stress or daily demands from their employer, customers, and colleagues. For some, the work is not satisfying or it is just not a pleasant environment to work. No matter the reason, most people only focus on…

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