A legacy layered with love, not chaos. Bon appétit and bon testament! Ingredients: Instructions: Serving Suggestions: Pairs beautifully with a well-organized filing cabinet and a bottle of 1998 Cabernet Sauvignon. For extra flavor, accompany with a hand-written legacy letter (and perhaps a cheeky postscript). Bon appétit—and bon testament!
In a world that often promotes accumulation, independence, and self-promotion, generosity can seem countercultural. However, time and again, generous living proves to be one of the most powerful principles for a fulfilling life, both financially and emotionally, as well as spiritually. Generosity isn’t just about money; it’s about adopting a mindset of service, compassion, and …
The Power of Generosity: Why Giving Changes Everything Read More »
The Roth account, named after Senator William Roth, was established in 1997 as part of the Taxpayer Relief Act. Its concept was simple yet revolutionary: allow individuals to invest after-tax dollars, let the investments grow tax-free, and withdraw the money in retirement without paying another dime in taxes. Over the past few decades, Roth IRAs—and …
By Someone Who’s Made Mistakes and Learned a Few Things the Hard Way Dear future grandkids, If you’re reading this, first of all—hi! Secondly, congratulations on being awesome. I say that with total bias, of course, but also with great hope that a few life lessons I pass down might just stick. I don’t expect …
One of the most common misconceptions we encounter in estate planning is that it’s a one-time event—a box to check off, a document to file away, and something never to revisit. Nothing could be further from the truth. In reality, estate planning is a process that should grow and evolve as you do. Just like …
When it comes to investing, most people assume that the hardest part is picking the right stocks, analyzing market trends, or timing their trades to perfection. They spend time researching the S&P 500, the Dow, municipal bonds, and mutual funds, convinced that successful investing hinges on making the right choices. However, for many Americans, the …
The Single Hardest Thing in Investing: Just Getting Started Read More »
Everybody waits for the perfect time. We tell ourselves we’ll start when the stars align, our schedule clears up, or the circumstances feel just right. Many of us get stuck in this waiting game, whether it’s starting a fitness program, launching a new career, going back to school, buying a house, having a child, or …
The Myth of Perfect Timing—and How It’s Holding You Back Read More »
Retirement is often envisioned as a time of relaxation, travel, and new experiences. However, many retirees look back with regret on certain aspects of their retirement planning—or lack thereof. By understanding the most common retirement regrets, future retirees can take proactive steps to avoid them. Here are five of the most frequent regrets expressed by …
The 5 Most Common Regrets of Retirement and How to Avoid Them Read More »
The conversation is happening everywhere—around dinner tables, in financial advisory offices, and within boardrooms. We are standing at the precipice of the largest wealth transfer in human history. Over the next 25 years, Baby Boomers will pass down an estimated $84 trillion to their heirs, charities, and other beneficiaries. This is a once-in-a-lifetime opportunity, and …
The Great Wealth Transfer: The Largest in History & Why We Must Get It Right Read More »
Success, wealth, and material possessions often dominate our aspirations. In today’s fast-paced world, many of us dedicate our lives to climbing the corporate ladder, expanding our businesses, and amassing financial security. While these achievements are admirable and can provide comfort and stability, they are not the defining factors of a meaningful life. Richard Branson, the …
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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