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.

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.

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.

After a shocking survey was released from the National Association of Personal Financial Advisors (NAPFA) about Millennials and Finances, it has become apparent just how desperately millennials need guidance in areas of budgeting, retirement planning and investment strategy. In an interview with iHeartMedia, expert and lead educator for NAPFA Genesis, Stephen Fletcher, CFP®, MBA, contemplates the financial roadblocks hindering his peers, and expresses the impact that the right financial advisor can have on your finances and your peace of mind.

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.