facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

get your copy today!

available on amazon.com

WELCOME TO BLUESKY Blog

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

%POST_TITLE% Thumbnail

SECURE Act Shifts the Focus of Tax Planning a Generation Ahead

With fewer and fewer workers covered by a defined benefit retirement plan (pension), more Americans today depend on 401(k)s and other defined-contribution plans to supply retirement income. Through disciplined and tax-incentivized savings throughout their career, many workers will have their 401(k)/IRA as their largest financial asset by the end of their career.

Read More
%POST_TITLE% Thumbnail

Pension Webinar Course - Session 4: Ins and Outs of a Defined Benefit Plan

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.

Read More
%POST_TITLE% Thumbnail

401(k)s: Making the Most of the Match

BlueSky Wealth Advisor John Gjertsen CFA, CFP®, EA is located in Acworth, Georgia. The beginning of a calendar year is the perfect time for employees to re-evaluate their strategy for saving in a retirement plan, such as a 401(k). With limits that frequently change and a complicated array of tax and plan rules, taking full advantage of employee benefits can sometimes be a tricky proposition.

Read More

NAPFA-Registered, Fee-Only Financial Advisors

Form CRS | Privacy Notice & ADV | Legal, privacy, copyright and trademark information


Educated decisions lead to the best decisions.

Subscribe to the BlueSky blog and receive valuable financial insights written by the professionals at BlueSky.

Click To Subscribe