We live in a time defined by spectacle. Everywhere we look, we are surrounded by glitz and bling, curated images of extraordinary lives, and constant reminders that bigger, faster, louder, and more luxurious is somehow better. Social media celebrates milestones as performances. Advertising promises happiness through upgrades. Even our personal accomplishments can feel as though …
Every now and then, you hit a milestone that makes you stop, take a breath, and reflect. For me, one of those moments happened recently when I realized it had been over a year since our second book was released. Time moves quickly when you’re doing meaningful work, but this anniversary deserves a pause and …
As an estate-planning professional who uses a multidisciplinary approach—legal, tax, financial, insurance, long-term care, and funeral planning—I’ve seen a lot. Most of it is good. Some of it is excellent. But there are three things in this field that absolutely drive me crazy because they hurt families, cost them money, and create heartache that could …
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 …
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 …
In the grand tapestry of life, two virtues stand above most in shaping the quality of our existence—health and wealth. Both are independently valuable, each capable of bringing immense joy and fulfillment. Yet, when they are combined, they form the cornerstone of a truly complete life. The interplay between health and wealth is what allows …
The Virtues of Health and Wealth: A Life Fully Lived Read More »
In a world that often glorifies wealth, power, and material possessions, one resource stands above all others in its true value—time. Unlike money, gold, or property, time is the only resource that can never be bought, traded, or replenished. Once a moment passes, it is gone forever. Despite its immense importance, many people fail to …
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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