Welcome to our Blog where you can find the latest insights regarding retirement, financial planning, and our office and staff.

Is our banking system safe?

Our Banking System The banking system in most developed countries is considered relatively safe and secure, thanks to various regulatory measures put in place to safeguard deposits and prevent financial crises. For example, in the United States, the Federal Deposit Insurance Corporation (FDIC) insures bank deposits up to $250,000 per depositor, per insured bank. Credit

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Financial Planning, Retirement Planning

Selected Changes for Physicians SECURE Act 2.0 was signed into law on December 29, 2022 and makes numerous changes that impact retirement savers and retirees.  The new law raises the RMD age, increases retirement plan catch-up contributions, and provides enhancements to workplace retirement plans, along with many other changes.  The following summary was presented by

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Financial Planning, News
Inherited IRA Rules Updated by IRS

When the Secure Act was passed in 2019, it eliminated the ability for most non-spouse beneficiaries to “stretch” inherited retirement account withdrawals across their life expectancy and thereby spread out the potential tax liability.  You are now required to deplete the inherited retirement accounts within 10 years and pay the potential tax over that shorter

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Financial Planning
What is a fiduciary financial advisor?

A fiduciary financial advisor is an advisor who is bound by fiduciary duty to act in your best interest. While it may seem that all financial advisors would be fiduciaries, they are not. John C. Bogle, Founder of Vanguard Group, explains it like this, “It should be made clear to clients whether they are relying

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12 Scholarship Opportunities From Schwab

Skyline Advisors custodian of choice is Charles Schwab and Company. Below are 12 scholarship opportunities from Schwab that we wholeheartedly support and hope someone from our area wins. Who knows they could join Skyline after graduation!

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The commentary on this website reflects the personal opinions, viewpoints and analyses of the Skyline Advisors, Inc. employees providing such comments, and should not be regarded as a description of advisory services provided by Skyline Advisors, Inc. or performance returns of any Skyline Advisors, Inc. Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Skyline Advisors, Inc. manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.