Quick Guides

Here are a collection of articles that cover an array of personal finance topics.


Check out our newest guide!

Weathering Market Uncertainties: A Comprehensive Financial Planning Guide

In this guide learn how to adapt your financial plan for stability and growth in fluctuating economic conditions.

Guide for High-Net-Worth Individuals Moving to South Carolina

This guide is designed to provide an in-depth understanding of the numerous financial benefits and opportunities that await you in this charming Southern state.

A Comprehensive Guide to Retirement Planning in Greenville, SC

This guide was created for successful executives, professionals, business owners, and entrepreneurs who have amassed significant wealth and are preparing for retirement in the next few years.

Protect Your Retirement Plan Against A Recession

The goal of planning for a recession is to avoid any possible financial pain. Use this guide to protect your retirement plan against a recession.

Comprehensive Financial Planning in the Carolinas

In this guide we ask are retiring soon and unsure of what to do? We can help! We offer comprehensive financial planning services to those in the Carolinas.

Finding a Financial Advisor

Choosing a financial advisor can be overwhelming, so here are a few tips in this guide for things to look for when doing your research.

What Makes a Successful Retirement Story?

In this guide you’ll learn how successful retirement investment stories started with a plan. Not just an investment plan, but a comprehensive financial plan.

Threats to a Successful Retirement Story

At Global View, we’ve seen very successful clients come to us after something bad happens. This guide shares some of the threats you may not have fully considered.

Navigating Social Security

When is the right time to take your Social Security benefits? How much will you get? Are you eligible for spousal benefits? In this guide, we take a look at what high net worth retirees in North and South Carolina should know about navigating Social Security.

Finding a Financial Advisor

Choosing a financial advisor can be overwhelming, so here are a few tips in this guide for things to look for when doing your research.

Estate Planning in the Carolinas

Estate planning is an essential element of an overall comprehensive financial plan. In this guide, we highlight important considerations at different phases of life.

Financial Planning Post-COVID-19

COVID-19 has changed a lot of things for a lot of people. In this guide, we look at some of the major effects the pandemic has had on financial and retirement planning and what you can do about it.

Navigating Your Transition to Retirement

The transition to retirement should be an exciting time, but it can often become overwhelming, especially in volatile markets. This guide shares what you should consider when preparing for retirement.  

When You Got a Late Start to Retirement Planning

Are you further behind in your retirement planning than you had hoped? In this guide, we explore a few strategies that can help you make up for lost time.

Tax Planning Strategies in the Carolinas

There was never a better time to seek professional support for incorporating tax planning strategies in the Carolinas into your overall financial plan.