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