Flying Safely Through Financial Turbulence
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.
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.
Is your retirement plan solidly in place?Contact Us
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
It may help your business be better prepared in the event of the death of a principal or key employee.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Military families face unique challenges, making personal finance even more critical.
Do you know where the idea of “retirement” comes from?
Here are five facts about Social Security that are important to keep in mind.
Estimate how much you have the potential to earn during your working years.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Learn how to harness the power of compound interest for your investments.
The market is as unpredictable as the weather. We’d love to help you prepare.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Even low inflation rates can pose a threat to investment returns.