KEEPING YOUR RETIREMENT SECURE
January 1, 2020
Now that the SECURE Act has passed, you may have some questions about what it means for you and your beneficiaries. The act works...
STRATEGIZE TO SUCCEED - FINANCIAL PLANNING FOR LIFE
September 25, 2019
David Blain, CFA is CEO and Founder of BlueSky Wealth Advisors, and author of “Invest in Your Life, Not Just your Portfolio.” Get...
BLUESKY IN THE NEW BERN SUN JOURNAL
September 11, 2019
David Blain, CFA, CEO and Founder of BlueSky Wealth Advisors was recently featured in the New Bern Sun Journal for the launch of...
IRAS – WHAT’S NOT TO LOVE?
August 28, 2019
BlueSky Senior Wealth Advisor John Gjertsen CFA, CFP®, EA is located in Acworth, Georgia. In 1974, with the passage of the...
Maximize Retirement Savings with Non-Qualified Deferred Compensation - BlueSky Wealth Advisors
August 14, 2019
In the fifth and final session of the Pension Course, David Blain, CFA, author of Invest in Your Life, Not Just your Portfolio,...
PENSION WEBINAR COURSE - SESSION 3: BASICS OF A PROFIT-SHARING PLAN
July 16, 2019
Learn the difference between Money Purchase Pension Plans and Profit-Sharing plans and the pros and cons of each, as David Blain,...
PENSION WEBINAR COURSE - SESSION 2: FUNDAMENTALS OF A 401K
July 2, 2019
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...
IT’S ALL IN THE BASICS: THE ABCS OF GOOD FINANCIAL HABITS
June 6, 2019
David Blain, CFA is CEO and Founder of BlueSky Wealth Advisors, and author of “Invest in Your Life, Not Just your Portfolio.” My...
“WHAT AM I PAYING FEES FOR?” HOW TO DETERMINE THE VALUE OF FINANCIAL ADVICE
May 21, 2019
David Blain, CFA is CEO and Founder of BlueSky Wealth Advisors, and author of “Invest in Your Life, Not Just your Portfolio.”...
SOO YEON KIM RECEIVES PROMOTION AND CFP® DESIGNATION
May 15, 2019
Soo Yeon Kim has been promoted from associate wealth advisor to wealth advisor and receives distinguished CFP® certification. The...