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The 2026 Guide to Social Security - When should you claim?

The 2026 Guide to Social Security: Should You Claim at 62, 67, or 70?

One of the most important financial decisions you’ll make in retirement isn’t about investments — it’s about when to claim Social Security.The difference between claimingRead More »
April 6, 20260 Posted inUncategorized
The Stealth Retirement Account

The “Stealth” Retirement Account: Maximizing Your HSA for Long-Term Growth

When most people think about retirement accounts, they think of 401(k)s and IRAs.But there’s a lesser-known, highly powerful tool that many investors overlook: the HealthRead More »
March 30, 20260Tags: Posted inFinancial Advisor Questions
Where to park your cash in 2026

Where to Park Your Cash in 2026: High-Yield Savings, CDs, or Bonds?

In 2026, cash is no longer just "idle money." With shifting interest rates, inflation pressure, and market uncertainty, how you store and deploy your cashRead More »
March 23, 20260 Posted inFinancial Advisor Questions, Inflation in Retirement, Laws/Rules
The great wealth transfer guide

The Great Wealth Transfer: A Guide to Managing and Investing an Inheritance

We are living through what many experts call The Great Wealth Transfer—the largest transfer of wealth in history. Over the coming decades, trillions of dollarsRead More »
March 16, 20260 Posted inInflation in Retirement, Laws/Rules, Uncategorized
Navigating the 2026 Tax Changes

Navigating the 2026 Tax Landscape: Surviving the Sunset of the Tax Cuts and Jobs Act (TCJA)

The year 2026 marks a major turning point in U.S. tax policy as key provisions of the Tax Cuts and Jobs Act (TCJA) officially sunset.Read More »
March 9, 20260 Posted inInflation in Retirement, Laws/Rules
Modern FIRE: A Path to Freedom

The FIRE Movement Is Evolving — What Modern Financial Independence Looks Like in 2026

The FIRE movement — Financial Independence, Retire Early — started as a radical idea: save aggressively, invest heavily, and exit the workforce decades earlier thanRead More »
March 2, 20260 Posted inFinancial Advisor Questions
AI and Tools shaping retirement planning

AI, Tools, and Retirement DIY: How Technology is Changing Personal Financial Planning in 2026

Technology is transforming nearly every aspect of our lives — and financial planning is no exception.From AI-powered budgeting apps to robo-advisors and retirement modeling tools,Read More »
February 23, 20260 Posted inFinancial Advisor Questions
Lifetime income options for retirement

Why Lifetime Income Options Are the Next Big Thing in 401(k) and Retirement Plans

For decades, retirement planning focused almost entirely on accumulation — saving more, investing wisely, and growing your nest egg. But today, the conversation is shifting.TheRead More »
February 16, 20260 Posted inFinancial Advisor Questions
Smart Retirement Tips with Uncle Sam

How to Pay Less to Uncle Sam in Retirement: Tax-Efficient Withdrawal Strategies That Save Thousands

Retirement isn’t just about how much you’ve saved — it’s about how much you get to keep.Many retirees are shocked to discover that poor withdrawalRead More »
February 9, 20260 Posted inFinancial Advisor Questions
Roth vs Traditional - Which retirement strategy makes sense in today's tax environment

Roth vs. Traditional: Which Retirement Strategy Makes Sense in Today’s Tax Environment?

Choosing between Roth and Traditional retirement accounts has become one of the most important — and confusing — financial decisions facing today’s investors.With evolving taxRead More »
February 2, 20260 Posted in401k/Rollover Questions
Should you still contribute to a 401k after age 60?

Should You Still Contribute to a 401(k) After Age 60?

As retirement approaches, many people begin asking an important question: Does it still make sense to contribute to a 401(k) after age 60?The short answer:Read More »
January 26, 20260 Posted in401k/Rollover Questions
RMD Changes Explained

RMD Changes Explained: What the New Retirement Rules Mean for Your Taxes

Required Minimum Distributions (RMDs) have long been one of the most important — and often misunderstood — parts of retirement planning. With recent updates underRead More »
January 19, 20260Tags: , Posted inLaws/Rules
Graphic illustrating retirement planning strategies for 2026, including IRA and 401(k) documents, financial charts, a calendar, and growth symbols representing updated retirement rules.

Maximizing Retirement Plans in 2026: What You Need to Know

Introduction Retirement planning in 2026 looks very different than it did just a few years ago. New contribution rules, expanded Roth options, automatic enrollment features,Read More »
January 12, 20260 Posted inLaws/Rules
Illustration showing how SECURE 2.0 retirement law changes affect a 401(k), including icons for retirement rules, required minimum distributions, financial planning, and U.S. legislation.

How SECURE 2.0 and New Retirement Rules Affect Your 401(k)

Introduction Retirement planning rules don’t change often — but when they do, the impact can be significant. The SECURE 2.0 Act, passed as an expansionRead More »
January 5, 20260 Posted inLaws/Rules
Clipboard with notes and title of blog.

Why Retirees Need a Written Financial Plan in Today’s Economy

IntroductionToday’s retirees face a more complex financial landscape than any generation before them. Inflation is rising, markets are volatile, healthcare costs are climbing, and longevityRead More »
December 22, 20250Tags: , Posted inInflation in Retirement
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Global View Capital Advisors
Office: (262) 230-1095
Fax: (262) 650-1085

N14W23833 Stone Ridge Drive, Ste 350
Waukesha, WI 53188

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Ryan Peca to provide information on a topic that may be of interest.  The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Global View Capital Management (GVCM) is an affiliate of Global View Capital Advisors (GVCA). GVCM is a SEC Registered Investment Advisory firm headquartered at N14W23833 Stone Ridge Drive, Suite 350, Waukesha, WI 53188-1126. 262.650.1030. Ryan Peca is an Investment Adviser Representative (“Adviser”) with GVCM. Additional information can be found at www.adviserinfo.sec.gov If an Insurance Agent of GVCI: Global View Capital Insurance Services (GVCI) is an affiliate of Global View Capital Advisors (GVCA). GVCI services offered through Experior Financial Group, ASH Brokerage, and/or PKS Financial. GVCI is headquartered at N14W23833 Stone Ridge Drive, Suite 350, Waukesha, WI 53188-1126. 262-650-1030. Ryan Peca is an Insurance Agent of GVCI.

The opinions shared here do not necessarily represent the view of GVCM or any of its affiliates.