Blog

As Thanksgiving arrives—filled with cozy gatherings, crisp autumn air, and those classic “I missed you” hugs—we at Skyblue Wealth want to take a moment to say thank you. Truly. This season reminds us how important relationships are, and that includes the trust you place in us to help guide your financial journey. Amid the celebrations, this time of year also brings valuable opportunities to tidy up your financial landscape before the year comes to a close.

When it comes to securing your hard-earned wealth and ensuring your wishes are honored, legacy planning is the name of the game. Think of it as planting a tree today so your family can enjoy its shade tomorrow. But unlike gardening, legacy planning requires a bit more paperwork and a lot less watering. If you’re nearing or in retirement, this is the perfect time to get serious about it. Let’s dive into some effective legacy planning techniques that will help you protect what

Dubbed the “One Big Beautiful Bill Act” (OBBBA) by lawmakers and the media alike, this legislation aims to streamline the nation’s most important economic and social safety nets—Social Security, Medicare, and the tax code. It’s a comprehensive reform designed to reduce red tape and boost financial stability for working Americans and retirees alike. In short, the bill’s focus is to: Strengthen retirement security  by expanding access to savings programs. Simplify healthcare co

When you’re approaching retirement, the financial landscape can feel like a maze. You want to make sure your nest egg lasts, your taxes don’t eat you alive, and your investments keep working for you without giving you sleepless nights. That’s where financial advisor services come in handy. But not just any advisor - I’m talking about the kind who works independently, putting your interests first. Let’s dive into what these pros can do for you and why they might just be your n

As the crisp autumn air replaces summer's warmth, retirees have the perfect chance to rethink their financial strategies. Fall isn't just...

Tax laws are changing in a big way for 2025—and if you’re nearing retirement, managing multiple income sources, or thinking about legacy...

When it comes to managing your wealth, especially as you approach or enjoy retirement, the stakes are high. You want someone in your...

Planning for retirement can feel a bit like preparing for a long road trip without a map. You want to enjoy the journey, but you also...

If you’ve been watching the markets lately, you’ve probably noticed a familiar pattern: a few days of optimism followed by unsettling...

Sunshine and financial strategy? Oh yes! While many kick back with beach reads and barbecues, savvy individuals are busy fine-tuning their summer financial game. This season is the perfect time to review your portfolio, trim tax burdens, and set the tone for your future—without disrupting the vacation vibes.

So, you've been socking money away in your 401(k)—nice! But now you're wondering: When’s the right time to rollover that cash into an...

So, you’ve finally decided it’s time to get your financial life in order. Smart move! But now you’re scrolling through endless lists of...

Financial fraud is everywhere—from sneaky phishing emails to fake investment schemes. If you're not careful, your hard-earned money could...

Retirement is one of life’s biggest transitions—and while it comes with the promise of more freedom and relaxation, there’s one topic...

Retirement—it’s that long-anticipated season of life where freedom meets flexibility. But with that freedom comes a big question: Should...

As the calendar flips into May, it's the perfect time for a mid-year financial checkup. With tax season in the rear-view mirror and...

So, you made it through tax season — congrats! Whether you were hustling to get those forms filed or breezing through with a CPA, one...

Market swings can be scary, but they don't have to be. Learn how to act during high market volatility and keep your investments—and your sanity—intact.

Planning for the future isn’t just about saving money or investing wisely—it’s also about preparing for life’s unexpected turns. Having...

Money is a tool, and like any tool, it works best when managed properly. Financial organization isn’t just about budgeting—it’s about...