The following articles are for educational purposes only.
A fee-only financial advisor is compensated solely by clients—not commissions or product sales. Learn how this structure supports objective, transparent, and client-focused financial advice.
A simple, organized financial system reduces stress and supports better decisions. Start the year with clarity and confidence by streamlining accounts, systems, and priorities.
At Blue Advisors, our fiduciary commitment means acting in our clients’ best interests at all times. As a fee-only financial planning and investment management firm, we provide objective, conflict-free advice designed to support long-term financial confidence.
Year-end giving can be meaningful and tax-efficient. With the right strategy, you can support causes you value while reducing taxes and simplifying your financial life.
A year-end investment review helps ensure your portfolio still aligns with your goals. A few thoughtful adjustments now can help you enter the new year more organized and confident.
Busy professionals can benefit from a simple year-end checklist to get organized, reduce taxes, and prepare for a strong financial start to next year. This post covers 12 essential steps including 401(k) contributions, HSAs, RSUs, tax planning, rebalancing, and benefits review.