You have heard over and over how important diversification and asset allocation is for a successful investment strategy. Have you wondered why they are important and what role they play in your portfolio?
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.
