Global Wealth Advisors Blog

Financial research, strategies, and insights to help you navigate complex financial goals.

Protecting your online assets whether laptop, mobile, or desktop.

Digital Legacy Planning: Protecting Your Online Assets

December 9, 2024

Over the years, you’ve carefully managed your finances online—whether it’s checking your bank accounts, making investments, or paying bills. Your cloud st...

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Navigating joint or separate bank accounts with a positive excited young couple.

Navigating Joint or Separate Bank Accounts

November 7, 2024

You’ve booked the venue, picked out the flowers, and sent the invites. But have you talked about who’ll pay the electric bill after the wedding? Managing fi...

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Hand holding umbrella wood block indecision to buy umbrella insurance policy

Should You Buy an Umbrella Insurance Policy?

October 30, 2024

High-net-worth individuals often have complex financial portfolios that include substantial assets, investments, and businesses. While they enjoy financial succ...

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Family member sitting with elderly parents with a list of questions to ask parents about estate planning.

Questions to Ask Parents Over the Holidays

October 22, 2024

It’s beginning to look a lot like Thanksgiving . . . and then Hannukah, Christmas, Kwanzaa, and New Year’s Eve will follow. These are prime holidays for fam...

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How to Create Stronger Passwords and Protect Your Online Accounts A man sitting at a desk in front of a computer scrutinizing a suspicious phishing email for cybersecurity purposes, A cybersecurity analyst examining a phishing email

How to Create Stronger Passwords

September 18, 2024

From email accounts to bank accounts, online shopping to online stock trading, you have many passwords to create and remember. Life would be easier if they were...

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Kiddie tax concept depicted by photo of four members of family, mom, dad, and two young daughters on their backs, lying face down on floor and smiling at the camera

The Kiddie Tax

August 21, 2024

The IRS’s kiddie tax rules limit parents’ ability to transfer investment assets to a minor child in order to take advantage of the child’s lower marginal ...

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