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Drawing of man and woman looking at charts with the word Social Security on it.

Why Financial Advisors Should Prioritize Social Security Education in Client Planning Sessions

Introduction: The Growing Importance of Social Security EducationAs a financial advisor, providing clients with comprehensive Social Security education is more critical than ever. With ongoingRead More »
June 30, 2025Tags: Posted inSocial Security
Elder man and woman with a financial advisor.

How to Protect Client Portfolios from Social Security Instability: Financial Advisor Tips

Introduction: Why Financial Advisors Must Prepare for Social Security InstabilityWith ongoing concerns over Social Security’s solvency, financial advisors must take a proactive approach to protectRead More »
June 23, 2025Tags: Posted inSocial Security
elder couple sitting with a financial advisor

Financial Advisor Strategies to Optimize Social Security Benefits for Early Retirees

Introduction: Why Early Retirees Need Strategic Social Security PlanningFor fiduciary financial advisors, guiding early retirees through Social Security planning is a vital part of buildingRead More »
June 16, 2025Tags: Posted inSocial Security
Social Security card with a 20 dollar bill and the word myths spelled out.

7 Common Social Security Myths Financial Advisors Should Debunk for Their Clients

Introduction: Why Financial Advisors Must Debunk Social Security MythsFor fiduciary financial advisors, Social Security planning is a vital part of helping clients achieve a secureRead More »
June 9, 2025Tags: Posted inSocial Security
Paper money and a social security card.

Social Security and Inflation: Key Factors Financial Advisors Must Consider in Retirement Planning

Introduction: Why Financial Advisors Must Factor Inflation into Social Security PlanningInflation poses a significant challenge to retirement planning, eroding the purchasing power of fixed incomeRead More »
June 2, 2025Tags: Posted inSocial Security
Elder man and woman sitting with a Financial Advisor

The Impact of Social Security Reform on Retirement Plans: Financial Advisor Insights

Introduction: How Social Security Reform is Reshaping Retirement PlanningSocial Security reform is on the horizon, bringing significant changes that will impact retirees and pre-retirees alike.Read More »
May 26, 2025Tags: Posted inSocial Security
Young Financial Advisor sitting with elder woman holding a Social Security Card

How to Help Clients Navigate Social Security Changes in 2025: A Financial Advisor’s Approach

Introduction: Preparing Clients for the 2025 Social Security ChangesSocial Security changes coming in 2025 will have a direct impact on retirees and future beneficiaries. WithRead More »
May 19, 2025Tags: Posted inSocial Security
Elderly couple showing them age through the years with a clock in the background.

When Should Clients Claim Social Security? A Financial Advisor’s Guide to Timing Benefits

Introduction: The Importance of Timing Social Security BenefitsFor many retirees, Social Security benefits represent a significant portion of their income. However, the decision of whenRead More »
May 12, 2025Tags: Posted inSocial Security
Man on woman on walking path in mountains.

Is Social Security Enough for Retirement? Why Financial Advisors Must Offer Diversified Plans

Introduction: The Harsh Reality of Relying on Social SecurityFor many Americans, Social Security benefits are a foundational part of their retirement income. However, with risingRead More »
May 5, 2025Tags: Posted inSocial Security
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
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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.