Living for the present, charting a plan for the future
Stay up to date on the latest
check out our articles & newsletters
Our goal is to provide our clients with everything they need to reach their retirement and financial goals.
The Big Squeeze: Navigating Life Between Generations
There’s a unique moment in life—often in our 50s and early 60s—when we find ourselves in what I call “The Big Squeeze.” It’s the point
Estate Planning: Both an Art and a Science
After working in the senior services realm for over 22 years, one of the most valuable lessons I’ve learned is that assisting individuals in their
Night Sailing Is Like Estate Planning
Sailing at night presents unique challenges and requires a heightened level of preparedness, much like estate planning. While both activities can be incredibly rewarding, they
Avoiding Common Mistakes When Inheriting an IRA: An Estate Planning Perspective
Inheriting an Individual Retirement Account (IRA) can be a financial windfall, but it also comes with complex rules that, if misunderstood, can lead to significant
Title: The Importance of Tax Planning
At Skolnik Retirement Solutions, we embrace a multidisciplinary approach to estate planning. This holistic perspective was the driving force behind the development of our innovative
Is A Will Enough?
A will is often seen as the cornerstone of estate planning, and for good reason: it’s a critical document that specifies how your assets will
Supporting the Walk to End Alzheimer’s: A Commitment to Care and Community
Alzheimer’s disease is a profound and heartbreaking reality for millions of families across the nation. As an estate planning organization deeply invested in the well-being
The New Social Security Fairness Act – Who Will be Affected
The Social Security Fairness Act, recently signed by President Joe Biden, is a new law that will help retired public workers, like teachers and firefighters,
A Good Plan Never Happens by Chance
In life, most significant achievements do not materialize by accident; they require meticulous planning, precise execution, wise counsel, dedication, and hard work. This principle applies
