There are many factors to consider before tapping retirement money to pay for college.
GLOBALVIEWCAPITAL-EVEREST.COM
Should You Tap Retirement Savings to Fund College?
GVCADVISORS.COM
What Is a 1035 Exchange?
The market is as unpredictable as the weather. We’re here to help you prepare.
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Forecast
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
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Building Your Legacy
Does your #insurance cover you if you get into an accident with an uninsured driver?
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Protection Against Uninsured Drivers
Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?
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Rightsizing for Retirement
Many have heard they should avoid probate; do you understand what probate is and how it works?
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Problems with Probate
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
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Monthly Market Insights | October 2020
Developing a retirement strategy? It's critical to know the differences between investment types.
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Traditional vs. Roth IRA
Should gold be a part of your diversified portfolio?
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Should I Invest in Gold?
Wondering about your choices for putting aside money for retirement? Learn more about your options. #Annuities
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Immediate vs. Deferred Annuities
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
15-year vs. 30-year: know your refinancing options.
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Lots of Variables with Fixed-Rate Mortgages
You face sequence of returns risk. Know what it is? #investing #investmentrisk
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The Investment Risk No One’s Ever Heard Of
There’s no shortage of investment analysis for anyone interested. What’s important to understand?
GLOBALVIEWCAPITAL-EVEREST.COM
Types of Stock Market Analysis
Benefit. Premium. Policyholder. Learn the language before evaluating your options. #TermLifeInsurance
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Is Term Life Insurance for You?
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
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How to Retire Early
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
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Tax Deductions You Won't Believe
Here are a few key factors to consider when naming an executor for your estate.
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And the Executor Is
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
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“Dirty Dozen” Tax Scams to Watch For
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
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Red Flags for Tax Auditors
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
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Choosing a Business Structure
In October, stock prices felt increased pressure due to inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases.
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Monthly Market Insights | November 2020
Three tips for giving smart from the heart.
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Charitable Giving: Smart from the Heart
Do you know what your #insurance needs are, when you’re married, with children?
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Insurance Needs Assessment: Married With Children
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
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Tax Rules When Selling Your Home
A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.
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Estate Management 101
The S&P 500 is ubiquitous. Ever wonder how it works? #S&P500
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The Anatomy of an Index
Are your investment decisions based on rational analysis or are they driven by emotion? #SmartInvesting
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What Smart Investors Know
Currency has been around for a long time. Here’s a quick #history lesson.
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The History of Currency
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
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Put It in a Letter
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
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Life and Death of a Twenty Dollar Bill
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
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Critical Estate Documents
Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
GLOBALVIEWCAPITAL-EVEREST.COM
Understanding the Basics of Medigap Policies
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
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Monthly Market Insights | December 2020
Learn more about whether you need to pay estimated taxes.
GLOBALVIEWCAPITAL-EVEREST.COM
You May Need to Make Estimated Tax Payments If…
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement
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Social Security: The Elephant in the Room
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
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Once Upon a Goal
Renter? Think you’re covered by the owner’s insurance? Do a double check. #rentersinsurance #renting #insurance
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An Overview of Renter’s Insurance
When was the last time you updated your will?
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Will Power
Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
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How Women Can Prepare For Retirement
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
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Estate Management Checklist
Considering crowdfunding? Take time to do the research first. #Crowdfunding
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Crowdfunding—Capital for the 21st Century
Whether you realize it or not, you’ve allocated your assets.
GLOBALVIEWCAPITAL-EVEREST.COM
A Decision Not Made Is Still a Decision
Wondering about your choices for putting aside money for retirement? Learn more about your options. #Annuities
GLOBALVIEWCAPITAL-EVEREST.COM
Immediate vs. Deferred Annuities
The key to #healthcare in retirement might be a patchwork of different choices.
GLOBALVIEWCAPITAL-EVEREST.COM
Extended Care: A Patchwork of Possibilities
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
GLOBALVIEWCAPITAL-EVEREST.COM
“Dirty Dozen” Tax Scams to Watch For
Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits
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How Will Working Affect Social Security Benefits?
There are benefits and limitations when using a living trust. #LivingTrust
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A Living Trust Primer
Do you have a will? Is it updated?
GLOBALVIEWCAPITAL-EVEREST.COM
When Do You Need a Will?
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
GLOBALVIEWCAPITAL-EVEREST.COM
Monthly Market Insights | January 2021
M0 is the total of all physical currency worldwide. What’s it look like?
GLOBALVIEWCAPITAL-EVEREST.COM
How Big is Money?
When was the last time you paid yourself first?
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Pay Yourself First
Wall Street has a lot of cliches. How many do you know?
#WallStreet
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16 Wall Street Cliches in 60 Seconds
Finding the proper #insurance for your #condo means knowing what is covered by the association’s insurance.
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A Brief Guide To Condo Insurance
Do you have a will? Is it updated?
GLOBALVIEWCAPITAL-EVEREST.COM
When Do You Need a Will?
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
GLOBALVIEWCAPITAL-EVEREST.COM
Monthly Market Insights | January 2021
M0 is the total of all physical currency worldwide. What’s it look like?
GLOBALVIEWCAPITAL-EVEREST.COM
How Big is Money?
When was the last time you checked your credit score? #CreditScore
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How Does Your Credit Score Compare?
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
GLOBALVIEWCAPITAL-EVEREST.COM
Social Security: Maximizing Benefits
When was the last time you paid yourself first?
GLOBALVIEWCAPITAL-EVEREST.COM
Pay Yourself First
Wall Street has a lot of cliches. How many do you know?
#WallStreet
GLOBALVIEWCAPITAL-EVEREST.COM
16 Wall Street Cliches in 60 Seconds
Finding the proper #insurance for your #condo means knowing what is covered by the association’s insurance.
GLOBALVIEWCAPITAL-EVEREST.COM
A Brief Guide To Condo Insurance
Do you have a will? Is it updated?
GLOBALVIEWCAPITAL-EVEREST.COM
When Do You Need a Will?
There are ways to protect your business in the event of your death or the death of a partner.
GLOBALVIEWCAPITAL-EVEREST.COM
Insuring Your Business With a Buy/Sell Agreement
When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
GLOBALVIEWCAPITAL-EVEREST.COM
Dog Bites Neighbor. Now What?
GVCADVISORS.COM
Inflation & Your Money
Global View Capital Management, Ltd.
January 26 at 10:23 AM ·
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
Global View Capital Management, Ltd.
January 26 at 10:23 AM ·
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
Social host laws may make you responsible for underage drinking in your home, even if you are away.
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Teen Drinking and Your Liability
When was the last time you checked your credit score? #CreditScore
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How Does Your Credit Score Compare?
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
GLOBALVIEWCAPITAL-EVEREST.COM
Social Security: Maximizing Benefits
Over age 50? You may be able to catch-up on retirement.
GLOBALVIEWCAPITAL-EVEREST.COM
Catch-Up Contributions
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
GLOBALVIEWCAPITAL-EVEREST.COM
What is the Value of Your Business?
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
GLOBALVIEWCAPITAL-EVEREST.COM
Tax Rules When Selling Your Home
There are ways to protect your business in the event of your death or the death of a partner.
GLOBALVIEWCAPITAL-EVEREST.COM
Insuring Your Business With a Buy/Sell Agreement
When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
GLOBALVIEWCAPITAL-EVEREST.COM
Dog Bites Neighbor. Now What?
GVCADVISORS.COM
Inflation & Your Money
Global View Capital Management, Ltd.
January 26 at 10:23 AM ·
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
Global View Capital Management, Ltd.
January 26 at 10:23 AM ·
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
The savings rate is the government’s estimate of how much U.S. households are saving.
GLOBALVIEWCAPITAL-EVEREST.COM
U.S. Personal Savings Rate
Protect yourself from identity theft. #IdentityTheft
GLOBALVIEWCAPITAL-EVEREST.COM
To Catch a Thief
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
GLOBALVIEWCAPITAL-EVEREST.COM
Monthly Market Insights | February 2021
INVESTOPEDIA.COM
Top 10 Most Common Financial Mistakes
Investopedia
February 5 at 8:18 AM ·
Steering clear of these mistakes could be key to your financial health.
Investopedia
February 5 at 8:18 AM ·
Steering clear of these mistakes could be key to your financial health.
Over age 50? You may be able to catch-up on retirement.
GLOBALVIEWCAPITAL-EVEREST.COM
Catch-Up Contributions
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
GLOBALVIEWCAPITAL-EVEREST.COM
What is the Value of Your Business?
Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback. #SocialSecurity
GLOBALVIEWCAPITAL-EVEREST.COM
Important Birthdays Over 50
Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.
GLOBALVIEWCAPITAL-EVEREST.COM
How Retirement Spending Changes With Time
The savings rate is the government’s estimate of how much U.S. households are saving.
GLOBALVIEWCAPITAL-EVEREST.COM
U.S. Personal Savings Rate
Protect yourself from identity theft. #IdentityTheft
GLOBALVIEWCAPITAL-EVEREST.COM
To Catch a Thief
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
GLOBALVIEWCAPITAL-EVEREST.COM
Monthly Market Insights | February 2021
INVESTOPEDIA.COM
Top 10 Most Common Financial Mistakes
Investopedia
February 5 at 8:18 AM ·
Steering clear of these mistakes could be key to your financial health.
Investopedia
February 5 at 8:18 AM ·
Steering clear of these mistakes could be key to your financial health.
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
GLOBALVIEWCAPITAL-EVEREST.COM
What If You Get Audited?
Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:
GLOBALVIEWCAPITAL-EVEREST.COM
Prescription Drug Benefits Under Medicare (Part D)
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
GLOBALVIEWCAPITAL-EVEREST.COM
To Buy or Not to Buy
Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback. #SocialSecurity
GLOBALVIEWCAPITAL-EVEREST.COM
Important Birthdays Over 50
Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.
GLOBALVIEWCAPITAL-EVEREST.COM
How Retirement Spending Changes With Time
The savings rate is the government’s estimate of how much U.S. households are saving.
GLOBALVIEWCAPITAL-EVEREST.COM
U.S. Personal Savings Rate
Just entering retirement? Here's what you need to know.
GLOBALVIEWCAPITAL-EVEREST.COM
9 Facts About Retirement
Your ideal #retirement may differ from reality, but we can work together to better align the two.
GLOBALVIEWCAPITAL-EVEREST.COM
RE: Retirement
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
GLOBALVIEWCAPITAL-EVEREST.COM
What If You Get Audited?
Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:
GLOBALVIEWCAPITAL-EVEREST.COM
Prescription Drug Benefits Under Medicare (Part D)
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
GLOBALVIEWCAPITAL-EVEREST.COM
To Buy or Not to Buy
Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback. #SocialSecurity
GLOBALVIEWCAPITAL-EVEREST.COM
Important Birthdays Over 50
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
GLOBALVIEWCAPITAL-EVEREST.COM
Monthly Market Insights | March 2021
[Video] Agent Jane Bond wants you to know about the basics of the #bond #market.
GLOBALVIEWCAPITAL-EVEREST.COM
Jane Bond: Infiltrating the Market
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
GLOBALVIEWCAPITAL-EVEREST.COM
Five Most Overlooked Tax Deductions
Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.
GLOBALVIEWCAPITAL-EVEREST.COM
The SECURE Act
Just entering retirement? Here's what you need to know.
GLOBALVIEWCAPITAL-EVEREST.COM
9 Facts About Retirement
Your ideal #retirement may differ from reality, but we can work together to better align the two.
GLOBALVIEWCAPITAL-EVEREST.COM
RE: Retirement
Want to test your life insurance knowledge? Take our quiz and find out where you rank.
GLOBALVIEWCAPITAL-EVEREST.COM
Test Your Life Insurance Knowledge
There are ways to protect your business in the event of your death or the death of a partner.
GLOBALVIEWCAPITAL-EVEREST.COM
Insuring Your Business With a Buy/Sell Agreement
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
GLOBALVIEWCAPITAL-EVEREST.COM
Monthly Market Insights | March 2021
[Video] Agent Jane Bond wants you to know about the basics of the #bond #market.
GLOBALVIEWCAPITAL-EVEREST.COM
Jane Bond: Infiltrating the Market
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
GLOBALVIEWCAPITAL-EVEREST.COM
Five Most Overlooked Tax Deductions
Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.
GLOBALVIEWCAPITAL-EVEREST.COM
The SECURE Act
Surprises crop up every day, and they’re a great reason to work with us.
GLOBALVIEWCAPITAL-EVEREST.COM
Surprises
Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
GLOBALVIEWCAPITAL-EVEREST.COM
Understanding the Basics of Medigap Policies
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
GLOBALVIEWCAPITAL-EVEREST.COM
Value vs. Growth Investing
Want to test your life insurance knowledge? Take our quiz and find out where you rank.
GLOBALVIEWCAPITAL-EVEREST.COM
Test Your Life Insurance Knowledge
There are ways to protect your business in the event of your death or the death of a partner.
GLOBALVIEWCAPITAL-EVEREST.COM
Insuring Your Business With a Buy/Sell Agreement
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
GLOBALVIEWCAPITAL-EVEREST.COM
Monthly Market Insights | March 2021
Test your estate strategy knowledge with this short quiz.
GLOBALVIEWCAPITAL-EVEREST.COM
Test Your Estate Strategy Knowledge
There’s no shortage of investment analysis for anyone interested. What’s important to understand?
GLOBALVIEWCAPITAL-EVEREST.COM
Types of Stock Market Analysis
Surprises crop up every day, and they’re a great reason to work with us.
GLOBALVIEWCAPITAL-EVEREST.COM
Surprises
Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
GLOBALVIEWCAPITAL-EVEREST.COM
Understanding the Basics of Medigap Policies
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
GLOBALVIEWCAPITAL-EVEREST.COM
Value vs. Growth Investing
Want to test your life insurance knowledge? Take our quiz and find out where you rank.
GLOBALVIEWCAPITAL-EVEREST.COM
Test Your Life Insurance Knowledge
