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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What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to compare the future value of investments with different tax consequences.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
All about how missing the best market days (or the worst!) might affect your portfolio.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
What does your home really cost?