Financial Planning for Singles, Widows, and Those Without Children: Building a Future Designed Around Your Life
Financial Planning, Financial Advisor Mark Wallace Financial Planning, Financial Advisor Mark Wallace

Financial Planning for Singles, Widows, and Those Without Children: Building a Future Designed Around Your Life

For decades, financial planning has largely been built around a familiar assumption: a married couple raises children, retires together, and eventually passes wealth to the next generation. But many people don’t fit that script. At Skyline Advisors, we believe your financial plan should be built around your life—not around someone else’s expectations.

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A Comprehensive Guide to Women’s Retirement Planning
Financial Planning, Financial Advisor Mark Wallace Financial Planning, Financial Advisor Mark Wallace

A Comprehensive Guide to Women’s Retirement Planning

While it’s important that everyone save for retirement, women face unique challenges. On average, women tend to live longer than men, which means their retirement needs to last longer. Yet they’re more likely to take career breaks for raising children or caring for aging parents. Plus, the pain of the gender pay gap is real. It directly affects how much women can save over time. 

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Women and Wealth: A New Era of Financial Planning
Mark Wallace Mark Wallace

Women and Wealth: A New Era of Financial Planning

There is a quiet but powerful shift happening in wealth today—one that is reshaping households, businesses, and the future of financial decision-making.

Women are not just participating in wealth creation. They are leading it.

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What Is a Fee-Only Fiduciary?
Certified Financial Planner Brett Sawicki Certified Financial Planner Brett Sawicki

What Is a Fee-Only Fiduciary?

Handling financial decisions on your own often means sorting through noise. There are shifting market headlines, conflicting opinions, and the emotions that are naturally attached to money matters. A professional can help bring clarity, but the structure behind that advice matters. One advisory model, the fee-only fiduciary, stands apart for its transparency and alignment with client goals.

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Designing Your Retirement Lifestyle: A Planning-First Approach
Retirement Planning Mark Wallace Retirement Planning Mark Wallace

Designing Your Retirement Lifestyle: A Planning-First Approach

Retirement isn’t just about leaving work—it’s about stepping into a new chapter that reflects your values, goals, and lifestyle. In this post, we explore how a planning-first approach helps you design a retirement that’s both financially secure and personally fulfilling. From income strategy to legacy planning, discover how your vision shapes your financial plan—not the other way around.

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Are You on Track? A 6-Month Financial Review Guide
News, Financial Planning Mark Wallace News, Financial Planning Mark Wallace

Are You on Track? A 6-Month Financial Review Guide

Midyear is the perfect time to check in on your financial goals. In this 6-month financial review guide, we walk through the key areas to assess—like spending, saving, investments, and tax strategy—to help you stay on track for the year ahead. Whether life has changed or you're simply due for a tune-up, this midyear check-in offers clarity and confidence for your financial future.

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Washington State Increases Taxes
News Mark Wallace News Mark Wallace

Washington State Increases Taxes

Washington State is navigating a significant fiscal challenge in 2025, with a projected $16 billion budget shortfall over the next four years. In response, Governor Bob Ferguson has signed into law a comprehensive tax package aimed at addressing this deficit with many notable tax increases.

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Tariff Troubles
News Mark Wallace News Mark Wallace

Tariff Troubles

An excerpt from our 1Q2025 newsletter to clients addressing the tariff policies announced in April. Written by Mark Wallace, partner and financial planner at Skyline Advisors.

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Diversification, Asset Allocation & the Role of Bonds in the Portfolio: Part 2

Diversification, Asset Allocation & the Role of Bonds in the Portfolio: Part 2

You can own stocks, bonds, real estate, commodities and several other categories and classes of assets so that some of your holdings zig while others zag.  You choose what and how much to allocate to various categories to match your strategy, tolerance, time horizon, financial profile and to achieve a level of risk and return that helps you achieve your goals.

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Disclaimer

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.