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Types of Financial Advisors & Why Fee-Only Fiduciary Advisors Are Best for You
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...
SkyBlue Wealth Advisors
Jun 274 min read
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How to Protect Your Finances from Fraud: 10 Smart & Easy Tips
Financial fraud is everywhere—from sneaky phishing emails to fake investment schemes. If you're not careful, your hard-earned money could...
SkyBlue Wealth Advisors
Jun 124 min read
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Health Insurance After Retirement: Your Complete Guide to Coverage Options
Retirement is one of life’s biggest transitions—and while it comes with the promise of more freedom and relaxation, there’s one topic...
SkyBlue Wealth Advisors
May 304 min read
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Is Now the Time to Downsize or Relocate? Real Estate Moves for Retirees in 2025
Retirement—it’s that long-anticipated season of life where freedom meets flexibility. But with that freedom comes a big question: Should...
SkyBlue Wealth Advisors
May 165 min read
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Mid-Year Financial Checkup: How to Reassess Your Budget, Goals, and Tax Strategy Before Summer
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...
SkyBlue Wealth Advisors
May 23 min read
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Smart Financial Tips for Life After Tax Season Ends
So, you made it through tax season — congrats! Whether you were hustling to get those forms filed or breezing through with a CPA, one...
SkyBlue Wealth Advisors
Apr 174 min read
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How to Handle High Market Volatility: Smart Investor Strategies
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.
SkyBlue Wealth Advisors
Apr 44 min read
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Why Estate Documents Are Essential: Protect Your Family & Assets
Planning for the future isn’t just about saving money or investing wisely—it’s also about preparing for life’s unexpected turns. Having...
SkyBlue Wealth Advisors
Mar 214 min read
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How to Be Financially Organized: A Guide to Wealth Management
Money is a tool, and like any tool, it works best when managed properly. Financial organization isn’t just about budgeting—it’s about...
SkyBlue Wealth Advisors
Mar 74 min read
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10 Common Tax Mistakes to Avoid This Tax Season
Tax season can be stressful, and let’s be real—nobody wants to deal with the IRS more than they have to. Whether you're filing on your...
SkyBlue Wealth Advisors
Feb 214 min read
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How Retirees Can Maximize Their Tax Benefits in 2025
Retirement should be a time to relax and enjoy life—not stress over taxes! Yet, many retirees unknowingly leave money on the table by not...
SkyBlue Wealth Advisors
Feb 74 min read
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Upcoming Webinar: Maximizing Tax Benefits for Retirees
Unlock the Secrets to a Tax-Savvy Retirement Retirement is your time to relax and enjoy life—but taxes don’t take a break. What if you...
SkyBlue Wealth Advisors
Jan 243 min read
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10 Smart Tips to Prepare for Tax Season Like a Pro
Tax season has a way of sneaking up on you, doesn’t it? Before you know it, it’s time to start digging through your files, crunching...
SkyBlue Wealth Advisors
Jan 94 min read
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2025 Wealth-Building Investments: Strategies for Long-Term Success
As 2025 kicks off, savvy investors are focused on making their money work harder, smarter, and more strategically. With economic...
SkyBlue Wealth Advisors
Jan 34 min read
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Smart Christmas Spending: Celebrate Meaningfully and Stay Financially Savvy
Christmas is the season of joy, connection, and generosity. But let’s be honest—holiday spending can spiral out of control quickly, even...
SkyBlue Wealth Advisors
Dec 13, 20244 min read
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Happy Thanksgiving! Gratitude, Financial Wellness, and Smart Year-End Planning
Thanksgiving is here—a time to pause, reflect, and express gratitude for the blessings in our lives. It’s also a moment to consider how...
SkyBlue Wealth Advisors
Nov 27, 20245 min read
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Smart Financial Tips for Retirees This Holiday Season
The holiday season brings festive cheer, family gatherings, and a bit of financial juggling. For wealthy retirees, the challenge isn't...
SkyBlue Wealth Advisors
Nov 15, 20246 min read
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Investment Allocation vs. Location: Understanding the Key Differences for Optimal Portfolio Growth
When it comes to investing, many people are laser-focused on one question: What should I invest in?  While asset allocation—choosing...
SkyBlue Wealth Advisors
Oct 31, 20245 min read
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SkyBlue Wealth Advisors
Oct 18, 20240 min read
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Safeguarding Your Legacy: Estate Planning for Affluent Retirees
Estate planning is a critical process for any retiree, but when you’ve built significant wealth over a lifetime, it becomes essential....
SkyBlue Wealth Advisors
Oct 3, 20244 min read
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