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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 Financial Advisor Questions

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 Financial Advisor Questions

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 Financial Advisor Questions

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 401k/Rollover Questions

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 401k/Rollover Questions

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, 20260Retirement, RMD Laws/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 Laws/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 Laws/Rules

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, 20250Inflation, Retirement Inflation in Retirement

Money bag with a chart and arrow point up and to the right with dollar signs along the path.

What’s the Best Way to Protect Your Retirement Income From Inflation?

IntroductionInflation is one of the biggest long-term threats to your retirement income. While it may not seem urgent year to year, the long-term impact canRead More »

December 15, 20250 Inflation in Retirement

Title of article with a picture of a home, a cross and a dollar bill.

The True Cost of Retirement in Chicago: Housing, Healthcare, and Inflation

IntroductionRetiring in Chicago offers world-class amenities, vibrant neighborhoods, and access to top healthcare—but it also comes with a higher-than-average cost of living. Whether you're planningRead More »

December 8, 20250 Inflation in Retirement

Arrow pointing up and to the right, stack of money and an hour glass.

Longevity and Inflation: How to Make Your Money Last 30 Years or More

Longevity + Inflation: The New Retirement ChallengeRetirement today looks very different than it did a generation ago. Americans are living longer, healthier lives—and while that’sRead More »

December 1, 20250 Inflation in Retirement

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Can the 4% Rule Survive High Inflation? Retirement Income Strategies That Work

Introduction: A Classic Rule Meets a New Economic RealityFor decades, the 4% Rule has been a cornerstone of retirement planning. The idea is simple: withdrawRead More »

November 24, 20250 Inflation in Retirement

bag of money with red arrow pointing up and to the right

How Rising Inflation Impacts Required Minimum Distributions (RMDs)

Understanding the Connection Between Inflation and RMDsInflation doesn’t just affect grocery bills and gas prices—it also impacts how far your retirement dollars stretch. For retireesRead More »

November 17, 20250 Inflation in Retirement

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Illinois Retirement Taxes Explained: What Retirees Need to Know in 2025

Illinois Retirement Taxes Explained: What Retirees Need to Know in 2025As you approach or enjoy retirement, understanding how your income is taxed is essential forRead More »

November 10, 20250 Inflation 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.