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

get your copy today!

available on amazon.com

welcome to bluesky insights

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

%POST_TITLE% Thumbnail

How to Retire Early, Own a Beach House, or Fund a Hospital Wing in Your Name

Have you ever jumped off the sofa declaring “I need a vacation” and then sped off in your car toward the airport? Of course not! You planned. After everyone agreed on where to go, you checked calendars, chose dates, and reserved flights, hotels, and various activities. Then you waited weeks or months for the special date. In the meantime, you squared everything away at work so nothing would interrupt your big trip.

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
%POST_TITLE% Thumbnail

If Anthony Bourdain Added Trust, There Would Have Been More Will Power

Perhaps one of the most heartbreaking points of Anthony Bourdain's death is the mere fact that he thought his 11-year-old daughter was going to be taken care after he was gone. As reported in the press, he left an estimated $1.21 million estate to Ariane Bourdain. Unfortunately, she will most likely end up with a fraction of this. So why is this?

Read More
%POST_TITLE% Thumbnail

Early Retirement: Is this Your Multi-Faceted Goal?

The thought of early retirement is appealing to many people. Perhaps we are too easily enticed by the pull of idealized visions of leaving the workforce early: walking leisurely on a white-sand beach, enjoying a sunset at some far-off destination, spending time with family and friends. These romanticized depictions of early retirement can be appealing even to those who still get great fulfillment from their avocations. It’s no surprise, then, that early retirement in some form can be a common goal.

Read More
%POST_TITLE% Thumbnail

What Has Social Security Taught us?

BlueSky Wealth Advisor, Stephen Fletcher, CFP® Professional, MBA is located in our New Bern office. When I first began my career, I got a very helpful piece of advice from my first boss; he was a perfectionist and reviewed even the most minute detail of the work I turned in to him. He told me that, as good as someone is at their job, you must assume at the outset of your experience with them that they are terrible at it.

Read More

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