For centuries, sailors have observed a curious and powerful phenomenon known as the Seventh Wave. From a nautical perspective, the theory holds that waves often arrive in sets, with each wave building in size and energy—until the seventh wave rises above the rest. Larger, stronger, and more forceful, the seventh wave has long been respected …
The Seventh Wave: Recognizing the Moment and Riding It to Freedom Read More »
As seasoned estate planners, we spend much of our time guiding retirees through the essential steps of protecting what they’ve built—shielding assets from lawsuits, long-term-care expenses, probate, and market volatility; simplifying and consolidating accounts; and ensuring a smooth, tax-efficient distribution at death. Once those foundational elements are complete, a natural next question emerges: What can …
It has often been said that necessity is the mother of invention. When people face real problems—especially those with emotional, financial, or family consequences—creativity is no longer optional. It becomes essential. In my experience, true ingenuity is rarely born from convenience or comfort. It is born from need. That principle has guided the evolution of …
Necessity, Ingenuity, and the Power of Having a Plan Read More »
When families come to us for estate planning, they often bring more than just financial questions. They raise concerns about security, simplicity, fairness, and the unknowns that inevitably accompany aging and life’s unpredictability. While every family’s situation is unique, our work is guided by three clear goals that apply to every plan we design—regardless of …
Libby Skolnik Budweg is an investment advisory representative of and provides advisory services through CoreCap Advisors, LLC. Skolnik Retirement Solutions and CoreCap Advisors are separate and unaffiliated entities.
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