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Lyle Maasdorp Receives Certified Financial Planner® Designation

We are delighted to announce the designation of Lyle Maasdorp as a Certified Financial Planner. Lyle received the designation in South Africa in 2017. Upon relocation to the United States, he had to reapply and sit for the rigorous exam a second time to receive active status in the US. Lyle passed with flying colors and is now a CFP® in South Africa and the United States.

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Madeline Valente, CFP®, Promoted to Senior Wealth Advisor

We are pleased to announce the promotion of Madeline Valente, CFP®, from Wealth Advisor to Senior Wealth Advisor. Madeline has been with BlueSky for over nine years and has served as a financial planner for nearly twenty. During this time, she has shown exemplary leadership skills and a passion for empowering clients to achieve their goals while providing exceptional financial planning and investment advice.

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2021 Financial Forecast Series | Estate Planning | Episode 6

It has become an American tradition to pass on accumulated wealth to subsequent generations. Whether it be family real estate or a sizeable stock portfolio, it is only natural for parents to want to leave something to their children. Proposed policy changes under the new administration may severely alter how we continue this practice. In this episode of the 2021 Financial Forecast Series, David L. Blain, CFA, outlines the proposed policy changes to estate planning while highlighting the strategies for the wealth of this generation and future beneficiaries.

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The National Association of Personal Financial Advisors Introduces Stephen Fletcher, CFP®, MBA, as 2020's New Professional!

Expert wealth advisor and financial planner at BlueSky Wealth Advisors, Stephen Fletcher, CFP®, MBA, has been announced as the National Association of Personal Financial Advisors' New Professional in 2020. With areas of expertise in trust and wealth management, financial analysis, tax planning, and a flat-fee, fee-only, fiduciary advisor model, Stephen is a bit of a rarity in the financial industry.

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Millennial Money: Hope Is Not Lost

As college tuition rates have risen 25% in the last 10 years, it is no surprise that millennials are drowning in student debt and completely overwhelmed in their financial life. Being a millennial himself, Stephen Fletcher, CFP®, MBA, understands the complex and crippling tide of millennial money. In an interview with Gold Coast Radio, Stephen provides, hope, empathy, and a call to action for all millennials: know your goals, and save for yourself.

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