The desire to leave a legacy has led many people to estate planning and charitable giving with a philanthropic heart. It’s a lot more than a way to reduce taxes, although it does that quite effectively. Ultimately, your choice of charities reflects your values and your purpose in life.

In BlueSky's Special LIVE Webinar, David Blain, CFA digs deep to answer the questions and concerns of our clients facing the current market. Check out a few of the questions here!

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.

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.