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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Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Understanding the economy's cycles can help put current business conditions in better perspective.
Knowing the rules may help you decide when to start benefits.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your capital gains tax.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator demonstrates the power of compound interest.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Learn how to harness the power of compound interest for your investments.
A bucket plan can help you be better prepared for a comfortable retirement.