Field Notes

Kaleen Anderson Kaleen Anderson

What’s in a Basket of Goods? CPI and it’s Impact.

In the world of economics, there are several indicators that help us understand the health and performance of an economy. One that has been persistently present in recent years is the Consumer Price Index (CPI) as it is the most common inflation measurement.

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Kaleen Anderson Kaleen Anderson

SECURE Act 2.0 & IRS COLA Increases

Between SECURE Act 2.0 and the annual IRS cost of living increases on benefits and contributions, late 2022 brought significant changes, and potential opportunities, to the retirement plan landscape.

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Kaleen Anderson Kaleen Anderson

Utilizing 529 Funds

You’ve been diligently saving into a 529 plan for your child’s college education future. Now, they’ve made it to high school graduation and have their acceptance letter for the fall. What do you do with the 529 now?

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Kaleen Anderson Kaleen Anderson

The Cost of Keeping Cash

In times of uncertainty, of which we’ve seen our fair share lately, cash can feel like a necessary safety cushion. It’s easy to fall prey to the idea that the more we have, the more prepared we are to weather a storm.

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Kaleen Anderson Kaleen Anderson

Navigating Geopolitical Events

Geopolitical events like military or economic conflicts can affect stock markets in many ways. These events are normally widely followed by investors.

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Kaleen Anderson Kaleen Anderson

Socially Conscious Investing

We offer guidance in navigating the socially conscious investing landscape including what to consider if you want to align your investments with your personal values.

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Kaleen Anderson Kaleen Anderson

Intelligent Use of Financing

“Should I make extra payments on my mortgage?” There are many factors to consider when making decisions related to mortgage debt. Let’s explore the financial ones.

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Kaleen Anderson Kaleen Anderson

Fraud and Cyber Security

Cyber-attacks are on the rise. Read about what Skyline does to protect you from internet attacks as well as what steps you can take to protect yourself.

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Kaleen Anderson Kaleen Anderson

Inflation: Don’t Panic and Carry On

There’s no shortage of news coverage on the pandemic recovery: vaccination rates, economic outlook, job reports. One such topic receiving an abundance of coverage and hype is inflation.

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Kaleen Anderson Kaleen Anderson

Covid-19 Update

In the world of economics, there are several indicators that help us understand the health and performance of an economy. One that has been persistently present in recent years is the Consumer Price Index (CPI) as it is the most common inflation measurement.

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Kaleen Anderson Kaleen Anderson

Credit Scores

In the world of economics, there are several indicators that help us understand the health and performance of an economy. One that has been persistently present in recent years is the Consumer Price Index (CPI) as it is the most common inflation measurement.

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Kaleen Anderson Kaleen Anderson

Where to House Your Emergency Fund

A fully funded emergency fund contains four to six months of expenses. In order to get the most out of this savings, Skyline recommends clients seek out something beyond a generic savings account.

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Kaleen Anderson Kaleen Anderson

The Retirement Crisis

For decades Americans have relied heavily on social security and employer sponsored pension plans to fund their living expenses in retirement. However, with life expectancy rising, social security’s looming funding shortfall, and the reduction in employer sponsored pension plans, Americans are scrambling to piece together retirement income.

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Kaleen Anderson Kaleen Anderson

The Advisor’s Alpha

In 2001 Vanguard attempted to quantify the value-add of wealth management services; Vanguard proposed that fee-based financial advisors provide clients with an additional 3% net return on an annual basis.

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