SECURE ACT SHIFTS THE FOCUS OF TAX PLANNING A GENERATION AHEAD
John Gjertsen, CFA, CFP®, EA, is a Senior Wealth Advisor at BlueSky Wealth Advisors. With fewer and fewer workers covered
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John Gjertsen, CFA, CFP®, EA, is a Senior Wealth Advisor at BlueSky Wealth Advisors. With fewer and fewer workers covered
The desire to leave a legacy has led many people to estate planning and charitable giving with a philanthropic heart.
In BlueSky’s Special LIVE Webinar on Friday, March 27th, David Blain, CFA dug deep to answer the questions and concerns
In the fifth and final session of the Pension Course, David Blain, CFA, author of Invest in Your Life, Not Just
Does your small business meet the requirements for a Defined Benefits Plan? Find out in this webinar with David Blain,
Learn the difference between Money Purchase Pension Plans and Profit-Sharing plans and the pros and cons of each, as David
As a business owner, it can be difficult to know what type of retirement plan to choose. In this session
BlueSky Senior Wealth Advisor John Gjertsen CFA, CFP®, EA is located in Acworth, Georgia.The beginning of a calendar year is
Like millions of Americans, many of our clients have 401(k) plans through their place of employment. We manage the vast majority