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 …
There’s something profound about returning from a long journey—stepping back into familiar surroundings after days or weeks of buses, trains, boats, and ferries. Travel has a way of expanding our minds, opening our eyes, and reminding us of life’s simple truths. As I reflect on my recent adventure, one thought lingers above all: our world …
As I sit on the deck of this beautiful cruise ship, taking a break from my book and sipping my favorite adult beverage, I glance around at the people enjoying the pool. It’s a scene of leisure and relaxation, yet something about it strikes me differently this time. The majority of the passengers are older—some …
There’s a unique moment in life—often in our 50s and early 60s—when we find ourselves in what I call “The Big Squeeze.” It’s the point where we are at the pinnacle of our careers, making an impact in our fields, contributing to our communities, and feeling the rewards of decades of experience. But at the …
The Big Squeeze: Navigating Life Between Generations Read More »
Inheriting an Individual Retirement Account (IRA) can be a financial windfall, but it also comes with complex rules that, if misunderstood, can lead to significant tax liabilities and missed opportunities. Proper estate planning is crucial to ensure beneficiaries maximize the benefits while complying with legal requirements. Below are key considerations and best practices for inheriting …
Avoiding Common Mistakes When Inheriting an IRA: An Estate Planning Perspective Read More »
Libby Skolnik Budweg and Mike Elmore are investment advisory representatives of and provides advisory services through CoreCap Advisors, LLC. Skolnik Retirement Solutions and CoreCap Advisors are separate and unaffiliated entities.
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