Global Wealth Management Blog


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Grant Conness and A. Montgomery Costa, Managing Directors and Co-Founders of Global Wealth Management, Share Benefits of Downsizing Your Home When Entering or In Retirement

By Global Wealth Management | September 6, 2018 | Comments Off on Grant Conness and A. Montgomery Costa, Managing Directors and Co-Founders of Global Wealth Management, Share Benefits of Downsizing Your Home When Entering or In Retirement

Fort Lauderdale, FL– [DATE] – Grant Conness and A. Montgomery Costa, Co-Founders of Global Wealth Management, a Fort Lauderdale-based financial planning firm, recently published an article on their website entitled “6 Benefits of Downsizing Your Home.” As they explain, many people consider downsizing their home when nearing, entering, or in retirement. There are a few different…

Financial Advisors with Suitability Standards vs Fiduciary Standards

By Global Wealth Management | July 6, 2018 | Comments Off on Financial Advisors with Suitability Standards vs Fiduciary Standards

After many long years of working, saving and striving for what we hope is total relaxation and freedom, eventually we all reach that point in our lives when it is time to retire.  Regardless of what route you choose on your path to retirement, all lead to one question, who will you trust to help…

The 3 Phases of Your Financial Life

By Global Wealth Management | June 5, 2018 | Comments Off on The 3 Phases of Your Financial Life

Life comes at you fast and it can bring many unexpected obstacles which can have a significant impact on the future ahead. Despite these obstacles, three financial phases of your life will occur whether you are ready for them or not. As fiduciary advisors and co-founders of Global Wealth Management, A. Montgomery Costa and Grant…

Grant Conness and A. Montgomery Costa, Managing Directors and Co-Founders of Global Wealth Management, Publish a New Article Comparing Endurance Training with Wealth-Building

By Global Wealth Management | April 23, 2018 | Comments Off on Grant Conness and A. Montgomery Costa, Managing Directors and Co-Founders of Global Wealth Management, Publish a New Article Comparing Endurance Training with Wealth-Building

Fort Lauderdale, FL– April 20, 2018 – Grant Conness and A. Montgomery Costa, Co-Founders of Global Wealth Management, a Fort Lauderdale-based financial planning firm, recently published an article on their website entitled “Why Endurance Training & Wealth-Building Are More Alike Than You Might Think.”  It might seem like a stretch to try and correlate endurance training with…

Why Endurance Training & Wealth-Building Are More Alike Than You Might Think

By Global Wealth Management | April 20, 2018 | Comments Off on Why Endurance Training & Wealth-Building Are More Alike Than You Might Think

It might seem odd, but yes, endurance training and wealth building have more in common than one might think. Recently, an article was published on another financial website comparing the two. The author of the article is a regular contributor to the FinancialMentor.com website, Larry Weber. Weber has coached running champions for 30 years, from…

Grant Conness and A. Montgomery Costa, Managing Directors and Co-Founders of Global Wealth Management, Publish a New Article Discussing Why Financial Education is a Worthwhile Investment

By Global Wealth Management | April 15, 2018 | Comments Off on Grant Conness and A. Montgomery Costa, Managing Directors and Co-Founders of Global Wealth Management, Publish a New Article Discussing Why Financial Education is a Worthwhile Investment

Fort Lauderdale, FL– April 11, 2018 – Grant Conness and A. Montgomery Costa, Co-Founders of Global Wealth Management, a Fort Lauderdale-based financial planning firm, recently published an article on their website entitled “Why Financial Education Might Be Your Best Investment.” Despite its importance in life, financial education isn’t something that’s often taught as part of general education…

Why Financial Education Might Be Your Best Investment

By Global Wealth Management | April 11, 2018 | Comments Off on Why Financial Education Might Be Your Best Investment

Surprisingly, one of the biggest skills that can significantly impact your lifetime financial success isn’t commonly taught – at least in specifics – in school unless it’s your profession. You can graduate with a 4-year degree (high school or even college) and if business or finance wasn’t your major, you’ll likely have learned little about…

Grant Conness and A. Montgomery Costa, Managing Directors and Co-Founders of Global Wealth Management, Publish a New Article Discussing Retirement Calculators

By Global Wealth Management | March 18, 2018 | Comments Off on Grant Conness and A. Montgomery Costa, Managing Directors and Co-Founders of Global Wealth Management, Publish a New Article Discussing Retirement Calculators

Fort Lauderdale, FL– March 15, 2018 – Grant Conness and A. Montgomery Costa, Co-Founders of Global Wealth Management, a Fort Lauderdale-based financial planning firm, recently published an article on their website entitled “Why You Shouldn’t Always Depend on Retirement Calculators.” Retirement calculators found online are convenient, but are they truly helpful? More importantly perhaps, are they accurate?…

Why You Shouldn’t Always Depend on Retirement Calculators

By Global Wealth Management | March 15, 2018 | Comments Off on Why You Shouldn’t Always Depend on Retirement Calculators

Those retirement calculators you find online… they are so convenient, right? They’re easy to use and, well, they’re right there in front on you on almost every financial website you might visit. All you have to do is put in a few assumptions about the future and the retirement calculator instantly tells you how much…

Grant Conness and A. Montgomery Costa, Managing Directors and Co-Founders of Global Wealth Management, Publish a New Article Considering Whether Social Security Should be Taken at Age 62 or 70

By Global Wealth Management | March 10, 2018 | Comments Off on Grant Conness and A. Montgomery Costa, Managing Directors and Co-Founders of Global Wealth Management, Publish a New Article Considering Whether Social Security Should be Taken at Age 62 or 70

Fort Lauderdale, FL– March 7, 2018 – Grant Conness and A. Montgomery Costa, Co-Founders of Global Wealth Management, a Fort Lauderdale-based financial planning firm, recently published an article on their website entitled “Social Security at Age 62 or 70?” Social Security benefits are something that many Americans depend on each month. In fact, it is one of…