After more than 25 years in Senior Services, I’ve observed countless reasons why individuals diligently earn, save, and grow their wealth. The primary and most fundamental reason is for Safety and security: providing for our families with stable housing, food, reliable healthcare, and the peace of mind that comes with financial stability. These are the …
As estate-planning professionals, we like to remind families that 80% of what we do is preparing for “if” something bad happens. Protecting assets, shielding against taxes, simplifying structures, and helping ensure the proper documents are in place are all built around uncertainty. But funeral planning isn’t an if.It is a when. And because of that, …
Why Every Estate Plan Should Include Funeral Pre-Planning Read More »
As an estate planner and financial advisor, I spend a lot of time reminding people of something that sounds simple but is easy to forget: every headline feels like the end of the world when you’re living through it. A hurricane, a government shutdown, a political upheaval, a social movement, a war—each moment seems like …
Headline News vs. Real Life: Why Staying the Course Still Wins Read More »
If there’s one thing I’ve learned from years of estate planning, it’s this: when it comes to building and keeping wealth, boring is beautiful. Not Instagram-boring, not beige-paint-boring, but the kind of predictable, steady, responsible “boring” that allows you to enjoy life without lying awake at night wondering how to cover next month’s credit card …
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 a first home, a reliable car, or covering the last bit of tuition that financial aid didn’t, the “Bank of Mom and Dad” has quietly become one of the largest …
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, and get serious. The New Year gives us a clean slate. It allows us to tackle the things we’ve put off, sometimes for years. But there’s one item that never …
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 people approach estate planning like they’re playing checkers—simple moves, short-term thinking, and reactive decisions. At our firm, we play chess. Every move is intentional. Every piece is part of a …
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 planning is about more than documents. True legacy planning is about preparing the next generation to manage what they will one day inherit. One of the most powerful (and overlooked) …
Why Allowances Belong in Every Family’s Estate Plan Read More »
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 your wealth to succession. Our goal is protection, not taxation,A structured, balanced allocation.Through teamwork, trust, and dedication,We help craft a plan of perfection. Assets grow with multiplication,Shielded strongly from litigation.The …
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 Enlightenment, and the post-war boom of the 20th century all offered moments of extraordinary progress. Yet, as dazzling as those times were, one could argue with confidence that today is …
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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