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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 of our community, we recognize the significant impact Alzheimer’s has on individuals and families alike. With nearly 7 million Americans living with Alzheimer’s, the need for support, education, and resources …

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Smiling retired woman enjoying cooking at home

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, get more Social Security money. In Ohio, many public employees don’t pay into Social Security because they pay into state-run pension plans instead. Before this law, they got smaller Social …

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Financial report and laptop on business desk

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 to all aspects of life, including estate planning. Many people mistakenly believe they can simply “wing it” and expect a comfortable retirement filled with the joys they envision, akin to …

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Entrepreneurs Discussing Business Plan

What Is Your Plan???

As we step into a new year, it’s an ideal time for reflection and strategic planning. At Skolnik Retirement Solutions, we believe that every family deserves a robust plan for their future. After much thought and deliberation, we’ve chosen our theme for 2025: “What Is Your Plan?” This question resonates particularly for those approaching retirement, …

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Finishing Strong: An Estate Planning Journey

Finishing Strong: An Estate Planning Journey delves into the crucial importance of comprehensive estate planning and addresses the prevalent issue of unpreparedness among individuals. The authors, Ronald “Skip” Skolnik and Elizabeth “Libby” Skolnik Budweg, stress that it is the responsibility of every person to take charge of their estate planning, particularly when it comes to …

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Securing Your Legacy: The Vital Role Of Estate Planning in Retirement Preparedness

Embarking on the journey of life requires a strategic roadmap, especially when it comes to securing your financial future during retirement. In the context of estate planning, the absence of a well-thought-out strategy can have significant implications for income, legal concerns, and potential nursing home expenses. As we delve into the statistics, it becomes clear …

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New York Stock Exchange

Being invited to participate in the closing bell ceremony at the New York Stock Exchange (NYSE) is not just an honor; it’s an acknowledgment of the profound impact of financial markets on our society, economy, and individual lives. For a financial advisor like myself, this invitation signifies not only recognition but also an opportunity to …

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