Living for the present, charting a plan for the future
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Our goal is to provide our clients with everything they need to reach their retirement and financial goals.
The Bank of Mom and Dad
There’s an old saying that love is spelled T-I-M-E. But for many parents and grandparents, it’s also spelled H-E-L-P. Whether it’s a down payment on
New Year… What is Your Plan?
By Skip Skolnik, Founder, Skolnik Retirement Solutions Every January, we tell ourselves that this year will be different. We promise to get healthier, get organized,
We’re Playing Chess While Everyone Else Is Playing Checkers: A Multidisciplinary Estate Planning Approach
As an estate planning professional with over two decades of experience, I’ve witnessed firsthand the difference between ordinary planning and strategic, multidisciplinary estate design. Most
Why Allowances Belong in Every Family’s Estate Plan
Build Legacy and Lessons, Not Just Wealth When we talk about estate planning, most people think about wills, trusts, and tax strategies. But true legacy
Estate Planning in “-tion”
A poem written by: Skip Skolnik, Founder & President Without a plan comes frustration,Families tangled in duplication.But with clear thought and firm direction,We help guide
The Greatest Time in History to Be Alive
Human history is filled with remarkable eras—periods of peace, discovery, or cultural flowering that seemed to define “golden ages.” Ancient Athens, the Italian Renaissance, the
All I Want For Christmas As a Cleveland Sports Fan
All I want for Christmas (I’ve checked this list twice),Is Cleveland sports teams that actually play nice.I don’t mean polite—I mean wins on the board,Not
Customer Service Isn’t Dead—But It’s on Life Support
After more than two decades serving in the Senior Services industry, one of the most troubling observations I’ve made is this: customer service has all
Too Soon is Better Than Too Late
After more than two decades in the senior services industry, I’ve had the privilege of helping hundreds of families prepare for one of life’s most
