When searching for capital gains tax reduction strategies, it’s crucial to understand how employing certain tactics can...

Legacy Planning: A process to prepare your wealth and assets to be passed on to the next generation or charities of your choice...

When you search for “charitable legacy”, you’re possibly looking to find out how to leave a part of your wealth to charitable...

Quick Answer: Legacy Planning is about deciding and documenting what you want to happen with your assets, values, and final...

Introduction: David L. Blain, CFA, CEO of BlueSky Wealth Advisors, and author of “Invest In Your Life, Not Just Your Portfolio,”...

David L. Blain, CFA, is CEO and Founder of BlueSky Wealth Advisors, and author of “Invest in Your Life, Not Just Your Portfolio.”...

BlueSky Wealth Advisors is proud to be and support locally-owned, small businesses. As Amazon expands its reach to shopping...

When CEO and Senior Wealth Advisor, David L. Blain, CFA, began his pursuit of financial planning and entrepreneurship, he...

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,...