News & Updates

Food for Thought: Financial Planning Explained as Pizza

Describing the principles and benefits of financial planning is often perceived as complex and even dull. A bubbling hot pizza fresh from the oven, however, has never failed to grab our attention and our appetites. With this in mind, we decided to try and capture the basics of financial planning by using everyone’s favorite Italian […]

Blurbs from the Firm: Our Favorite SFG Memories

With our 9th week of quarantine in the books, we thought it would be fun to stir up some nostalgia and ask our agents and staff for their favorite memory at Skylight! Check out some of their responses below:  Phylicia Prince, Executive Assistant My favorite memory was seeing the Skylight Penthouse in the Cleveland office for the first time. […]

David Bodner: More Than Meets the Eye

David Bodner was born and raised in Toledo as the middle child of three children. As he approached the end of his time at St. Francis De Sales High School, he pondered which school he saw himself attending. “I was looking at John Carroll and Miami University at the time, but I would end up […]

Skylight Chefs Up Brunch with Culinary Master Bob Sferra

UPDATED 5/6/20 Check out Skylight’s Virtual Cooking Lesson below! Looking to impress your partner with a brunch they’ll never forget? Running out of family-friendly recipes to cook with your kids? Join us right here on Wednesday, May 6th at 11am for a very special virtual cooking lesson featuring Cleveland native & Chef Bob Sferra! Chef […]

5 Budgeting Myths You Need to Unlearn

Let’s face it—the act of creating a budget does not have a reputation of being an exhilarating, picture perfect process. If you have attempted budgeting once or twice, you probably ended up closing an excel spreadsheet out of boredom or kicking yourself after some unforeseen card swipes ruined your plans for the month.  The fact […]

Class is in Session: Clearpath Educates Community on Retirement Planning

Just a few months ago, Skylight’s Clearpath Advisor Team completed the spring session of their “Financial Strategies for Successful Retirement” education series, a three-week workshop on the basics of retirement planning. The workshop was hosted at Monroe County Community College and attracted a full classroom of people looking to learn more about the importance of […]

Featured News

Food for Thought: Financial Planning Explained as Pizza

Blurbs from the Firm: Our Favorite SFG Memories

David Bodner: More Than Meets the Eye

Skylight Chefs Up Brunch with Culinary Master Bob Sferra

5 Budgeting Myths You Need to Unlearn

Recent Podcasts

Boss Ladies: Women in Leadership at SFG

Collaborating with Century Federal Credit Union

Sláinte: Skylight’s St. Patrick’s Day Party