As of November 17, we are following the State of Washington COVID-19 guidance and working primarily offsite. We are all available by phone, email, and secure video conference. Please contact us if you have special considerations and we will accommodate you.
In my previous post, I described the first step in the retirement planning process–establishing a relationship with your advisor–and argued that this may be the most important step. But a relationship alone will not result in a cohesive plan or a successful road map to your destination, retirement. Once you have found a financial professional
Recently, I earned my CRPC designation (Chartered Retirement Planning Certification). Having been in financial planning for my whole career, I did not expect I would learn very much that was new to me. But I did! Do you know that the retirement planning process is not one that comes together by accident? There are six
The COVID-19 coronavirus has been disastrous for many families as many have lost loved ones or have themselves been sick. As of this writing on May 29th, there have been 1,106 deaths and over 20,000 confirmed cases in Washington State. With our economic shut-down, many have lost jobs and sought unemployment benefits, but where there
Skyline Advisors Financial Associate, Sarah Arnold, CRPC® Earns Chartered Retirement Planning Counselor® Certification Bellingham, WA (April, 2020) Skyline Advisors, a Registered Investment Advisor (RIA) is pleased to announce that Sarah Arnold, Financial Associate has earned the designation of Chartered Retirement Planning CounselorSM or CRPC® by The College for Financial Planning®. With the CRPC® designation, Sarah
Skyline Advisors Financial Planner, Deka Wiebusch, CFP® AIF® CRPC® Earns Certified Financial Planner ® Certification Bellingham, WA – (April 2020) Skyline Advisors, A Registered Investment Advisor registered with the SEC, is proud to announce that Financial Planner, Deka Wiebusch, CFP® AIF® CRPC®, has been authorized by the Certified Financial Planner Board of Standards (CFP Board)
Bold action to support the U.S. economy has arrived in the form of the Coronavirus Aid, Relief, and Economic Security Act, or the CARES Act. This roughly $2 trillion stimulus, which was signed into law on March 27, 2020, is the largest economic relief effort in American history.
Dear Clients, In response to COVID-19, we at Skyline are following the guidance of the Centers for Disease Control and Prevention, the World Health Organization and local public health agencies and are working to “socially distance.” We will be working with a smaller staff in the office at one time, and the others will be
On December 20th, the SECURE Act was signed into law. SECURE stands for “Setting Every Community Up for Retirement Enhancement”. It includes numerous changes to retirement benefits and other tax- distribution requirements. These changes are designed to expand retirement plan coverage for workers and increase savings opportunities. Key changes include: Required Minimum Distribution (RMD) age.
Is your financial advisor or planner retiring? Are they leaving to join another firm? Are you bombarded with paperwork, phone calls and hassle? We can help. Skyline Advisors is locally owned and operated and we adhere to the fiduciary standard of care. We act in our clients’ best interest and value honesty, integrity and trust.
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.