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Blog2025-12-11T06:47:10-05:00

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805, 2026

Retiring in an Uncertain Market: Why Income Strategy Matters More Than Market Timing

By |May 8th, 2026|Categories: Retirement Blog, Weekly Update|Tags: , , |Comments Off on Retiring in an Uncertain Market: Why Income Strategy Matters More Than Market Timing

Retiring in an Uncertain Market: Why Income Strategy Matters More Than Market Timing By Scott Searles  |  May 8th, 2026 The Wrong Question Most Retirees [...]

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105, 2026

Did You Rush Your Estate Plan? TCJA Extension

By |May 1st, 2026|Categories: Retirement Blog, Weekly Update|Tags: , , |Comments Off on Did You Rush Your Estate Plan? TCJA Extension

Did You Rush Your Estate Plan? What the TCJA Extension Means for High-Net-Worth Families  by Scott Searles  |  May 1st, 2026 When the Deadline Disappears, [...]

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1604, 2026

Private Equity Payouts: How to Avoid a Surprise Tax Bill

By |April 16th, 2026|Categories: Retirement Blog, Weekly Update|Tags: , , , , |Comments Off on Private Equity Payouts: How to Avoid a Surprise Tax Bill

Private Equity Payouts: How to Avoid a Surprise Tax Bill By Scott Searles A private equity payout often represents years of work coming together. It [...]

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1004, 2026

What Your 2025 Tax Return Reveals About Your Retirement Plan

By |April 10th, 2026|Categories: Retirement Blog, Weekly Update|Tags: , , , , , , , |Comments Off on What Your 2025 Tax Return Reveals About Your Retirement Plan

What Your 2025 Tax Return Reveals About Your Retirement Plan Scott Searles  |  April 3rd, 2026 Many tax returns are filed, signed, and promptly forgotten. [...]

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Corporate Office Information

Phone. 440-238-6983
Toll Free 888-742-0111

7261 Engle Rd, Suite 202
Middleburg Hts., OH 44130

Download our
ADV Firm Brochure & Privacy Policy

Corporate Office Information

Phone. 440-238-6983
Toll Free 888-742-0111

7261 Engle Rd, Suite 202
Middleburg Hts., OH 44130

Download our
ADV Firm Brochure & Privacy Policy

Skybox Financial Group is a registered investment adviser located in Middleburg Heights, Ohio. Skybox Financial Group may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Skybox Financial Group’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication Skybox Financial Group’s web site on the Internet should not be construed by any consumer and/or prospective client as Skybox Financial Group solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Skybox Financial Group with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Skybox Financial Group, please contact the state securities regulators for those states in which Skybox Financial Group maintains a registration filing. A copy of Skybox Financial Group’s current written disclosure statement discussing Skybox Financial Group’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Skybox Financial Group upon written request. Skybox Financial Group does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Skybox Financial Group’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

Insurance products and services are offered and sold through Skybox Risk Management and individually licensed and appointed insurance agents.

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