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.

Most everyone is familiar with their advantages: typically, a contribution is an above-the-line tax deduction, and all income and capital gains inside the IRA are tax-free. But like any wonder drug, there are some side-effects, some reasons why IRAs don’t work for everyone’s plan. Here’s what IRAs should have on their warning label:

In the fifth and final session of the Pension Course, David Blain, CFA, author of Invest in Your Life, Not Just your Portfolio, CEO, and Founder of BlueSky Wealth Advisors covers all of the details of Non-Qualified Deferred Compensation Plan and how it can be advantageous for your company.

Does your small business meet the requirements for a Defined Benefits Plan? Find out in this webinar with David Blain, CFA, author of Invest in Your Life, Not Just Your Portfolio, CEO and Founder of BlueSky Wealth Advisors as he discusses the two main types of Defined Benefits Plans and who is eligible for each.

Learn the difference between Money Purchase Pension Plans and Profit-Sharing plans and the pros and cons of each, as David Blain, CFA, author of Invest in Your Life, Not Just your Portfolio, CEO and Founder of BlueSky Wealth Advisors, dives into Advanced Pension Plans for Small Businesses.

As a business owner, it can be difficult to know what type of retirement plan to choose. In this session you will learn about the varying types of plans with David Blain, CFA, CEO and Founder of BlueSky Wealth Advisors, and author of Invest in Your Life as he walks you through the basic principles of a 401K.

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.

My dad had it exactly right: “Don’t spend more than you make, pay yourself first and set aside something for the future. When you can, pay in cash and be careful with debt.” If only everyone had heard these words when they were young and starting to build their lives and their portfolios.