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Skybox Financial Group Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Skybox Financial Group, Financial planner, 7261 Engle Road, Suite 202, Middleburg Heights, OH.

We have over 40 years of experience working with retirees, business owners, physicians, high net worth families, professionals and endowments using our comprehensive wealth management process.

For many retirees, charitable giving isn’t simply a tax strategy.It’s personal.But if charitable giving is already part ...
10/16/2026

For many retirees, charitable giving isn’t simply a tax strategy.
It’s personal.
But if charitable giving is already part of your financial life, how you give can sometimes matter almost as much as how much you give.
And in 2026, the federal tax rules changed.
Read more here:

Giving to Charity in 2026? The Tax Rules Changed—Here’s What Retirees Should Know Before Year-End By Scott Searles | October 16th, 2026 For many retirees, charitable giving isn’t simply a tax strategy. It’s personal. Churches. Universities. Hospitals. Community organizations. Family foundati...

Medicare Open Enrollment begins October 15 and runs through December 7, 2026.For many retirees, the easiest choice will ...
10/09/2026

Medicare Open Enrollment begins October 15 and runs through December 7, 2026.
For many retirees, the easiest choice will be to do nothing.
Your current plan worked this year, so why change it?
Because your plan may be changing even if you aren't.
Read more on what you should check before open enrollment ends.

Medicare Open Enrollment Is Almost Here: 7 Things Retirees Should Review Before They Renew Anything By Scott Searles | October 9th, 2026 Medicare Open Enrollment begins October 15 and runs through December 7, 2026. For many retirees, the easiest choice will be to do nothing. Your current plan worked...

Artificial intelligence can do some remarkable things.AI can provide financial information, but that doesn’t necessarily...
10/02/2026

Artificial intelligence can do some remarkable things.
AI can provide financial information, but that doesn’t necessarily mean it should make your financial decisions.
Financial planning is rarely about finding one technically correct answer.
It’s about understanding which answer makes sense for you.

Read more here:

AI Can Answer Financial Questions. But Should It Build Your Financial Plan? By Scott Searles | October 2, 2026 Artificial intelligence can do some remarkable things. It can explain a Roth conversion in seconds. It can compare a traditional IRA with a Roth IRA. Or it can explain how bonds work, summa...

For years, affluent families and their advisors were preparing for the possibility that the federal estate tax exemption...
09/25/2026

For years, affluent families and their advisors were preparing for the possibility that the federal estate tax exemption could fall substantially.

That concern has changed.

For 2026, the federal basic exclusion amount is $15 million per individual.

For a married couple, appropriate planning and applicable rules may allow substantially more wealth to pass without federal estate tax.

So does that mean successful families can stop worrying about estate planning?

Read More on the federal estate tax exemption here:

The Estate Tax Cliff Disappeared. So Why Should Wealthy Families Keep Planning? By Scott Searles | Updated: September 25, 2026 For years, affluent families and their advisors were preparing for the possibility that the federal estate tax exemption could fall substantially. That concern has changed.....

Social Security recipients will soon learn how much their benefits will increase in 2027.We don't know the exact number ...
09/18/2026

Social Security recipients will soon learn how much their benefits will increase in 2027.

We don't know the exact number yet, The Social Security Administration’s 2026 Trustees Report currently assumes a 2.7% COLA for benefits payable in 2027, but the actual increase won’t be determined until the necessary inflation data are available.
If your Social Security check goes up, will your retirement purchasing power actually improve?

Not necessarily.
Read More Here:

Your 2027 Social Security Raise Is Coming Into Focus. But Will You Actually Feel Richer? By Scott Searles | September 18th, 2026 Social Security recipients will soon learn how much their benefits will increase in 2027. The exact number isn’t known yet. Social Security’s annual Cost-of-Living Adj...

December gets most of the attention when people talk about year-end tax planning.I think September may be more valuable....
09/11/2026

December gets most of the attention when people talk about year-end tax planning.

I think September may be more valuable.

By this point in the year, you may have a reasonably good idea of your income, investment gains, retirement withdrawals, charitable giving, and other financial activity.

But unlike December, you still have time to evaluate your options.

Don’t Wait Until December: 5 Tax Decisions Retirees Should Review Before the End of 2026 By Scott Searles | September 11th, 2026 December gets most of the attention when people talk about year-end tax planning. I think September may be more valuable. By this point in the year, you may have a reaso...

The Federal Reserve meets again September 16th-18th, with the possibility of rate increaseAt its July meeting, the Fed k...
09/04/2026

The Federal Reserve meets again September 16th-18th, with the possibility of rate increase
At its July meeting, the Fed kept its target range for the federal funds rate at 3.50% to 3.75%. But three members of the Federal Open Market Committee preferred an immediate quarter-point increase.

Read more on the upcoming meeting here:

Is Another Rate Hike Coming? What Retirees Should Watch at the Fed’s September Meeting By Scott Searles | September 4th, 2026 For much of the past few years, investors have been asking when interest rates would come down. Now there’s another possibility retirees need to consider: What if rates g...

Exciting stories get attention.A stock doubles, a startup becomes the next big thing, or a friend mentions an opportunit...
08/21/2026

Exciting stories get attention.

A stock doubles, a startup becomes the next big thing, or a friend mentions an opportunity that “everyone” seems to be getting into.

Those stories are interesting because they are unusual.

A strong financial plan, by comparison, may look remarkably uneventful.

Read more on how a strong financial plan usually looks boring

The Best Financial Plans Usually Look Boring by Scott Searles | August 21st, 2026 Exciting stories get attention. A stock doubles. A startup becomes the next big thing. An investor makes a perfectly timed move just before the market changes direction. A friend mentions an opportunity that “everyon...

Market volatility receives plenty of attention, especially when unsettling headlines and falling account balances arrive...
07/31/2026

Market volatility receives plenty of attention, especially when unsettling headlines and falling account balances arrive at the same time.
Read More on Decision making in Retirement

The Biggest Retirement Risk Isn’t the Market—It’s Making the Wrong Decisions at the Wrong Time By Scott Searles | July 31, 2026 Market volatility receives plenty of attention, especially when unsettling headlines and falling account balances arrive at the same time. For retirees and people app...

Over the next two decades, economists expect tens of trillions of dollars to pass from one generation to the next in wha...
07/24/2026

Over the next two decades, economists expect tens of trillions of dollars to pass from one generation to the next in what has become known as The Great Wealth Transfer.

For many families, this transfer will represent the largest movement of wealth in their history.

Most conversations focus on how much money will be inherited.

Far fewer focus on how prepared the next generation is to receive it.

The Great Wealth Transfer Is Underway: Is Your Family Ready? By Scott Searles | July 24th, 2026 Over the next two decades, economists expect tens of trillions of dollars to pass from one generation to the next in what has become known as The Great Wealth Transfer. For many families, this transfer wi...

Address

7261 Engle Road, Suite 202
Middleburg Heights, OH
44130

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18887420111

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