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Quick Guides

Global View Quick Guides

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

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 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.  

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.