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It’s great to hear that you’re focused on making finance more accessible and understandable for everyone. I’m here to help with any questions or topics related to finance that you might be interested in. Whether it’s about investing strategies, budgeting tips, retirement planning, or any other financial topic, feel free to let me know what specific information or guidance you’d like me to provide, and I’ll do my best to assist!

Social Security card and a hand putting change in a piggy bank.

Maximizing Social Security Benefits: Top Tips Financial Advisors Should Share with Clients

Introduction: Why Maximizing Social Security Benefits MattersFor many retirees, Social Security benefits serve as a critical income source. However, improper claiming strategies or a lackRead More »
April 28, 2025Tags: Posted inSocial Security
Elder man and woman sitting with a Financial Advisor discussing Social Security

Social Security Cuts: 5 Proactive Strategies Financial Advisors Should Offer Clients

Introduction: Preparing for Potential Social Security Cuts With ongoing concerns about the future of Social Security, many clients are worried about potential benefit reductions. AsRead More »
April 21, 2025 Posted inSocial Security
Man and woman holding hands reviewing Social Security topics

The Future of Social Security: How Financial Advisors Can Help Clients Prepare for Changes

Introduction: Social Security’s Uncertain Future—Why It Matters for Financial AdvisorsFor millions of Americans, Social Security is a retirement lifeline, but its future is increasingly uncertain.Read More »
April 14, 2025Tags: Posted inSocial Security
An older couple sitting at a table and there is a social security card too

Will Social Security Run Out? What Financial Advisors Need to Know for Client Retirement Planning

Introduction: The Growing Concern Around Social SecurityAs a financial advisor, you’ve likely heard the looming concerns about Social Security stability from your clients. With headlinesRead More »
April 7, 2025Tags: Posted inSocial Security
Mom and daughter sitting at table with a piggy bank

Securing Your Child’s Future: Creative Ways to Save for College Without Breaking the Bank

Securing Your Child’s Future: Creative Ways to Save for College Without Breaking the BankSaving for your child’s college education is one of the most significantRead More »
March 31, 2025 Posted inEducational Savings Plans/Options
Man and woman talking with a chart indicating an upward trend.

Financial Advisors’ Top Tips for Building a Strong Education Fund

Financial Advisors’ Top Tips for Building a Strong Education FundSaving for your child’s education is one of the most meaningful financial goals you can achieve.Read More »
March 24, 2025Tags: , Posted inEducational Savings Plans/Options
Family of three with a check list for college savings

The Ultimate College Savings Checklist: Set Your Family Up for Success

The Ultimate College Savings Checklist: Set Your Family Up for Success Saving for your child’s college education can feel overwhelming, but it doesn’t have toRead More »
March 17, 2025Tags: , Posted inEducational Savings Plans/Options
Piggy bank, calculator and jar titled College Savings on table with man writing in journal.

How to Avoid Common Mistakes When Saving for Your Child’s Education

How to Avoid Common Mistakes When Saving for Your Child’s EducationSaving for your child’s education is one of the most important financial goals you canRead More »
March 10, 2025Tags: Posted inEducational Savings Plans/Options
Jar with the words "college fund" and money in it with a calculator next to it.

Maximizing Tax Benefits While Saving for College: What Every Parent Should Know

Maximizing Tax Benefits While Saving for College: Essential Strategies for ParentsSaving for college is a significant financial goal, and leveraging tax benefits can make aRead More »
March 3, 2025 Posted inEducational Savings Plans/Options
Tree with dollar signs on it indicating growth.

Start Early, Save Big: The Long-Term Benefits of a College Savings Plan

Start Early, Save Big: Why Time Is Your Greatest Ally in College SavingsPlanning for your child’s college education can feel overwhelming, but the secret toRead More »
February 24, 2025Tags: , , Posted inEducational Savings Plans/Options
Flyer with sports, music instruments and other items surrounding a flyer.

Beyond Tuition: How 529 Plans Can Cover More Than Just College Costs

529 Plans: Your Versatile Education Savings SolutionWhen most people think of 529 plans, they picture a savings account solely for college tuition. However, 529 plansRead More »
February 17, 2025Tags: , Posted inEducational Savings Plans/Options
Husband and wife sitting at table with children planning for college savings

College Savings Made Simple: Your Step-by-Step Guide to Planning Ahead

Setting Your Child Up for Success: Why College Savings Matter Saving for college can feel overwhelming, but it doesn’t have to be. Whether you're aRead More »
February 10, 2025Tags: Posted inEducational Savings Plans/Options
Family sitting with Financial Advisor at a table planning for college savings

The Pros and Cons of a 529B Savings Plan: A Smart Choice for Your Education Savings?

What Are the Pros and Cons of a 529B Savings Plan?When planning for your child’s education, it’s essential to choose a savings option that balancesRead More »
February 3, 2025Tags: Posted inEducational Savings Plans/Options
scale with the words Pros on the left and Cons on the right.

Weighing the Pros and Cons of an Education Savings Account (ESA): Is It Right for Your Family?

What Are the Pros and Cons of an ESA (Education Savings Account)? Saving for your child’s education is a top priority for many families, butRead More »
January 27, 2025Tags: , Posted inEducational Savings Plans/Options
Hard cover book sitting on desk that reads "529B Savings Plan"

Everything You Need to Know About the 529B Savings Plan: A Smart Way to Fund Education

What is a 529B Savings Plan and How Does It Work? As education costs continue to rise, many parents and guardians are turning to tax-advantagedRead More »
January 20, 2025Tags: Posted inEducational Savings Plans/Options
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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.