At Skolnik Retirement Solutions, we embrace a multidisciplinary approach to estate planning. This holistic perspective was the driving force behind the development of our innovative OctaView Retirement SystemTM, a unique and successful framework that has earned us a US trademark. Our approach recognizes the need to utilize a cadre of professionals, including attorneys, investment advisors, …
A will is often seen as the cornerstone of estate planning, and for good reason: it’s a critical document that specifies how your assets will be distributed upon your passing. However, relying solely on a will can create practical challenges that make it less effective as a stand-alone solution. A will is one of five …
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 …
When a loved one passes away, family and close friends find themselves grieving and in emotional upheaval. Studies show that individuals who must make end-of-life decisions for family members are faced with serious stress following the event. In many cases, the emotional toll a death can take is exacerbated by the heavy responsibility of making …
The “YOLO” (You Only Live Once) attitude has gained popularity in recent years, encouraging individuals to live in the moment, take risks, and embrace spontaneity. While this mindset can lead to exhilarating experiences and an enhanced sense of freedom, it can also pose significant challenges from an estate planning, financial, and practical perspective. As a …
Living for the present is a powerful mindset that enables us to make the most of each moment, leaving a meaningful impact on our lives and the lives of others. In “The Dash: Making a Difference with Your Life,” author Linda Ellis, beautifully captures this concept, reminding us that it is in the present that …
As the proud Founder and President of Skolnik Retirement Solutions, I stand at the helm of an organization dedicated to providing exemplary financial guidance and support to families in Northern Ohio. With offices strategically located in Amherst and Sandusky, we serve the communities of Lorain County, Western Cuyahoga, Erie, Ottawa, Sandusky, and Seneca Counties. Our …
In the realm of retirement planning, misconceptions often abound regarding the paramount concerns for safeguarding one’s financial future. While many might assume that the rate of return on investments reigns supreme, the truth, as proclaimed by comprehensive estate planners, reveals a different hierarchy of priorities. As an estate planner, we have witnessed firsthand the common …
Rate of Return – The 4th Most Important Goal For Your Nest Egg Read More »
As you stand at the threshold of retirement, surrounded by the fruits of your hard work and dedication, it’s essential to recognize that this moment marks not an end, but the beginning of a new chapter in your life. Retirement is a time to retire on purpose with a purpose — to transition into a …
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.
The content of this website is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales.
Links to third-party websites are being provided for informational purposes only. CoreCap is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. CoreCap is not responsible for the content of any third-party website or the collection or use of information regarding any websites users and/or members.
