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Pension Webinar Course - Session 1: A Guide to Employer and Employee Benefits

Are you a business owner looking for answers on what retirement plan is right for you and your company? Look no further. In this first session of a five part course, David Blain, CFA, author of Invest in Your Life, Not Just your Portfolio, CEO, and Founder of BlueSky Wealth Advisors explains the different types of retirement plans and what to consider when choosing one that works for you and your employees.

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“What am I paying fees for?” How to determine the value of financial advice

Good financial advice should be available to everyone. Yet traditional fee structures of financial firms can be complex and exclusive. Many times, it results in shunning people with small investable accounts who would greatly benefit from professional advice. I like to compare financial advice to ordering a steak at a restaurant. Your steak costs the same whether you make $20,000 or $20 million. However, just as you wouldn’t pay filet mignon prices for a hanger steak, the same goes for good advice—you get what you pay for.

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Soo Yeon Kim receives promotion and CFP® designation

Soo Yeon Kim has been promoted from associate wealth advisor to wealth advisor and receives distinguished CFP® certification. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.

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How to Retire Early, Own a Beach House, or Fund a Hospital Wing in Your Name

Have you ever jumped off the sofa declaring “I need a vacation” and then sped off in your car toward the airport? Of course not! You planned. After everyone agreed on where to go, you checked calendars, chose dates, and reserved flights, hotels, and various activities. Then you waited weeks or months for the special date. In the meantime, you squared everything away at work so nothing would interrupt your big trip.

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7 Tips to Prevent Medical Practice Shortfalls

Small businesses are a challenge for anyone – especially service providers who are very skilled in their line of business but have no formal training managing a business. Physician practices are a great example – doctors spend years in medical school to learn all there is to know about the human body and how to care for it. But running a practice, with all there is to manage from insurance, payroll, and finances can be extremely daunting.

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