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

Now that the SECURE Act has passed, you may have some questions about what it means for you and your beneficiaries. The act works...

BlueSky Senior Wealth Advisor John Gjertsen CFA, CFP®, EA is located in Acworth, Georgia. In 1974, with the passage of the...

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...

Prior to April 15, a lot of workers will wonder whether making a prior year IRA contribution is a better tax strategy than making...

Stephen Fletcher, wealth advisor at BlueSky, offered the following advice to a young investor. A 21-year old who makes $600 every...

Both Roth Conversion and Roth Contributory Accounts can be used for contributions and rollovers, but there is one small advantage...