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Financial Planning

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


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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Attention Accountants:  What you DON’T see (like high fees in variable annuities and other loaded investments) is destroying your clients’ wealth!

Attention Accountants: What you DON’T see (like high fees in variable annuities and other loaded investments) is destroying your clients’ wealth!

When accountants prepare income tax returns for clients they generally seek to minimize the current year tax bill. All things equal we agree. But all things are never equal. Because most of the true costs your clients face are not disclosed, most accountants don’t have the full picture. Most accountants…

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