The desire to leave a legacy has led many people to estate planning and charitable giving with a philanthropic heart. It’s a lot more than a way to reduce taxes, although it does that quite effectively. Ultimately, your choice of charities reflects your values and your purpose in life.

The SBA just released the following FAQ which states that if a PPP loan amount is less than $2,000,000 it is deemed necessary, and if it is over $2,000,000 and was not necessary the result is that it has to be repaid. This takes well-capitalized clients out of harm's way. Many were struggling with whether to keep or return the borrowed funds.

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.

A recent survey conducted by the National Association of Personal Financial Advisors revealed the unsettling truths about the relationship millennials have with money. Being a millennial himself, BlueSky's own Stephen Fletcher, CFP®, MBA, digs into the statistics and provides a positive outlook on tackling millennial financial struggles like student loan debt, budgeting, goal setting, and retirement planning.

David Blain, CFA, explains COVID-19 Stimulus Programs for Business Owners and Independent Contractors. Read the full transcripts here.

In BlueSky's Special LIVE Webinar, David Blain, CFA digs deep to answer the questions and concerns of our clients facing the current market. Check out a few of the questions here!

In BlueSky's client-exclusive LIVE Webinar, David Blain, CFA provides insight into the new legislature passed and delivers a realistic, yet optimistic, update on the current market.