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For years we have been passionate about sharing our financial and investment knowledge with people just like you!

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How the GOP Tax Plan Affects Your Year-End Planning

The end of the year is always a busy time for financial advisors and clients, trying to make sure all planning items for the year are completed and that clients are well positioned for tax season right around the corner. This year, Congress has added to this crunch with their much-anticipated tax reform, making our lives even busier than usual. Happy Holidays! The tax overhaul that is all but a formality at this point makes some changes that could very tangibly affect how you should plan for taxes in 2018. To fully explore all of the changes coming down from Congress would take the remainder of the time we have to plan, so here are a few key areas to focus on:

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Charitable Contributions Can Be Lessons in Gratitude: Helping to Guide the Younger Generations

Madeline Valente, CFP® is a wealth advisor at BlueSky's Pleasanton office. Proven recipes are a must for many of us in the kitchen. A sprinkle of this, a dash of that, and you’re on your way to a predictable and enjoyable finished product. If only that same recipe could be applied to all areas of our lives! One area that is foremost on the minds of many parents and grandparents, especially this time of year, is gratitude. More specifically, how can we help to teach and instill a sense of gratitude and giving in our children and grandchildren?

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Are You Taking the Temperature of Your Investment Portfolio?

David Blain, CFA is the CEO of BlueSky Wealth Advisors with offices in Santa Clara, Pleasanton, CA and New Bern, NC. Financial advisors can enrich their clients’ wealth and personal well-being in many ways. When it comes to investment management, they can enhance their clients’ overall financial experience by setting the right expectations before a market decline and encouraging discipline during a decline. For example, clients whose advisors counseled discipline and patience during the previous global financial crisis, likely didn’t capitulate to the onslaught of price declines and should be grateful that they stayed the course.

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Three Steps to Help You Weather the Next Storm, Fire, or Other Home-Destroying Disaster

Bronwyn Shone, CFP® shares three steps to take for the unexpected weather related disaster crises. If you are a homeowner, your home is likely one of your largest if not your largest asset. As a source of shelter and a backdrop of your family’s shared experience, its value extends far beyond its role in your financial life. While you can’t control the incidence and scope of disasters that may destroy your home, you most certainly can prepare for the risk of losing it. Here’s a simple three-step plan you can do this weekend that will better prepare you in the event of a home-destroying disaster.

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