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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.

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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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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.

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Greed, For Lack of A Better Word, Is Bad.

The whole world watched, as virtually every investor was directly or indirectly affected by the unbelievable scale of deception that was unfolding. Since then there have been many changes made within the investment industry to help prevent this type of event from happening again

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What Are the Differences Between Wealth Advisors Then and Wealth Advisors Now?

The term wealth advisor has become somewhat difficult to define these days. Not too long ago, a wealth advisor was considered necessary for clients with substantial means. Usually, the advisor was only focused on the investments they were managing and selling funds so they could cushion their own bank roll. Fast forward to today, and wealth advisor takes on (or at least should take on) a whole new meaning.

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