Global Wealth Management Blog


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Social Security at Age 62 or 70?

By Global Wealth Management | March 7, 2018 | Comments Off on Social Security at Age 62 or 70?

Millions of people rely on Social Security benefits each month, making it one of America’s most important social programs. Of these beneficiaries, a great percentage are retired workers, with many relying on the program for at least half of their monthly income.[1] Thus, this program is very important to helping a large number of people…

Grant Conness and A. Montgomery Costa, Managing Directors and Co-Founders of Global Wealth Management, Publish a New Article Comparing and Contrasting Term and Whole Life Insurance

By Global Wealth Management | February 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 and Contrasting Term and Whole Life Insurance

Fort Lauderdale, FL– February 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 “Whole Life Versus Term Life Insurance: Understand the Differences.” As the duo explains, “Choosing the right life insurance can be very confusing and daunting. Understandably…

Understand the Difference Between Whole Life and Term Life Insurance

By Global Wealth Management | February 20, 2018 | Comments Off on Understand the Difference Between Whole Life and Term Life Insurance

Choosing the right life insurance can be very confusing and daunting. Understandably so, since you have a few different options and the right one for you largely depends on your specific situation. Life insurance can help you to meet many financial goals – from financial security to building financial assets. Buying or having life insurance…

6 Benefits of Downsizing Your Home

By Global Wealth Management | February 13, 2018 | Comments Off on 6 Benefits of Downsizing Your Home

As retirement approaches – or when entering or in retirement – many people, at one time or another, consider downsizing their home. Sometimes, this consideration might be financially-driven. For example, money needs to go farther and a lower mortgage – or the additional cash that comes from a cash-out mortgage – will help this happen.…

Re-assessing Retirement and Financial Goals in the New Year

By Global Wealth Management | January 15, 2018 | 0 Comments

The start to taking action of any kind is having a plan. Taking action without a plan is almost always a sure-fire way to not achieve what you desire or worse, to achieve things you don’t want or need. Find out what kind of investor you are first, by having a basic understanding of investment…

Starting 2018 Right: Financial “Resolutions” for the New Year

By Global Wealth Management | January 3, 2018 | 0 Comments

In order to reach your financial goals of the new year, there are a few things to consider. A great start is constructing a plan. Being financially stable in the new year is worth putting some time and effort into this plan. Your plan should include data, goals, ways to save, cons of the plan,…

The Big Difference Between Wealth Accumulation, Wealth Preservation, and Wealth Distribution

By Global Wealth Management | December 18, 2017 | 0 Comments

For most people, wealth accumulation, wealth preservation, and wealth distribution will all play a part in a complete financial picture throughout life. Primarily, because with the passage of time, priorities change. As retirement grows closer, mindset regarding investment strategies may have to be modified. For most in their thirties or forties, the goal is accumulation…

Estate Planning: Leaving a Legacy Instead of a Mess

By Global Wealth Management | August 11, 2017 | 0 Comments

What will you leave behind for those you love when you’re gone? An important of retirement planning is estate planning. First, you can’t take the wealth you’ve accumulated with you, and one of the reasons many look to build a strong financial portfolio, is to be able to ensure their loved ones are taken care…

5 Years Until Retirement? Prepare a Smooth Transition with These Helpful Tips

By Global Wealth Management | July 6, 2017 | 0 Comments

A comfortable retirement is your reward for being committed to saving and investing during your working years. If you’re planning on retiring in five years, you’re getting close to your goal. Now is a good time to take stock of your finances to determine if your finances are on track. Here are some steps you…

Tips to Consider for Choosing a Financial Advisor

By Global Wealth Management | March 7, 2017 | 0 Comments

People usually take a lot of time to select the professionals they deal with, whether it’s their doctor, lawyer, or other specialist. Choosing a financial advisor is no different. With your financial future at stake, it’s important to feel confident you’re in capable hands. There are a number of steps you may want to take…