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Are You on Pace for an Unexpected Medicare IRMAA Surcharge?

Are You on Pace for an Unexpected Medicare IRMAA Surcharge? By Scott Searles  |  May 29th, 2026 Many affluent retirees are surprised to learn that Medicare premiums are not [...]

By |2026-05-29T15:55:34-04:00May 29th, 2026|Retirement Blog, Weekly Update|Comments Off on Are You on Pace for an Unexpected Medicare IRMAA Surcharge?
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Roth Conversions in a Volatile Market: Opportunity or Risk?

Roth Conversions in a Volatile Market: Opportunity or Risk? By Scott Searles |  April 10th, 2026 Market declines tend to trigger two reactions: concern and hesitation. Less commonly, they [...]

By |2026-04-02T16:42:19-04:00April 2nd, 2026|Retirement Blog, Weekly Update|1 Comment
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Market Volatility in 2026: Why Retirement Income Planning Matters More Than Ever

Market Volatility in 2026: Why Retirement Income Planning Matters More Than Ever By Scott Searles  | March 27th, 2026 Market volatility has a way of getting everyone’s attention—usually at [...]

By |2026-04-02T15:25:00-04:00March 27th, 2026|Retirement Blog, Weekly Update|Comments Off on Market Volatility in 2026: Why Retirement Income Planning Matters More Than Ever
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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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