A MILE OF HIGHWAY TAKES YOU A MILE DOWN THE ROAD; A MILE OF RUNWAY CAN TAKE YOU ANYWHERE YOU WANT TO GO.
WHERE DO YOU WANT TO GO?
Retirement is a journey. And at Blue Sky Financial, we’re with you every step of the way. Our goal is to make your journey as enjoyable and fulfilling as possible while mitigating the many risks and pitfalls that exist in retirement. As retirement planning professionals, we help navigate you confidently through financial turbulence.
Risk mitigation starts with a solid retirement plan. With increased longevity and an uncertain economic environment, if you don’t have a retirement plan, you have a plan to fail. As a fiduciary, we put your best interests first and assist in developing a plan that considers every aspect of retirement. This includes helping develop an income stream you won’t outlive and leaving a tax-efficient legacy to your family and charitable causes.
Our firm provides results-based, advance planning. Utilizing comprehensive analysis tools, we stress-test your portfolio to identify any weak areas that may need adjusting and to confirm aspects of your portfolio that are strong. The goal of this process is to bring clarity and the confidence to achieve your retirement goals.
At Blue Sky Financial, we are an independent firm and give independent, unbiased advice. We take very seriously the responsibility of helping our clients achieve their desired retirement lifestyle and it is reflected in the prudent manner in which we invest the funds entrusted to us. Our expertise.
We value our relationships and take a personal approach with every client because each person’s financial fingerprint is unique. There is no greater fulfillment than to have helped an individual or family successfully navigate their entire financial journey through pre-retirement, retirement and legacy.
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Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Probate can be a completely public process, or it can be managed to include as little information as possible.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
The tax rules that govern donating art are complex and confusing. Take a closer look.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Here’s a guide to explain all the parts of Medicare.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much income may be needed at retirement to maintain your standard of living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Estate conservation is too important to put off. Do you have a smart exit strategy?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
When should you take your Social Security benefit?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
When do you need a will? The answer is easy: Right Now.