Now that the SECURE Act has passed, you may have some questions about what it means for you and your beneficiaries. The act works to increase access to employer-sponsored retirement plans and addresses the extended average life expectancy. Still, it brings changes for the way your retirement funds will be inherited.

BlueSky Wealth Advisors' Founder and CEO, David Blain, CFA will soon be a guest contributor to the powerhouse website www.taxloopholes.com. This website is a cult favorite and hub of knowledge for savvy business owners and investors looking to receive the most innovative information on tax strategy and business development.

Navigating your Social Security options after the loss of a loved one can be very confusing and overwhelming. There are various times and strategies for claiming benefits as a widow that can depend on your age and employment status.

If you have a large number of shares with appreciated value, you may be wondering what you can do with them. In BlueSky's first video blog, Bronwyn Shone, CFP® discusses four ideas to deal with appreciated shares of stock.

Our very own Director of Client Engagement, Jennifer White, was recently featured in an issue of RIA Intel. The article discusses the ideal frequency for advisors to meet with clients and the importance of defining communication standards.

Investing money can often seem like the pursuit of the latest, hippest, shiniest object. “Top 10 funds!” “Put your money on Bitcoin!” “Gold is where it’s at!” It seems like someone is always promising a sure-fire way to get rich quick.

David Blain, CFA, CEO and Founder of BlueSky Wealth Advisors was recently featured in the New Bern Sun Journal for the launch of his book, Invest in Your Life, Not Just Your Portfolio.