David Bodner Financial Planner at Skylight Financial Group

David Bodner Financial Planner at Skylight Financial Group Providing in-depth financial planning. Schedule an appointment now at: https://calendly.com/dbodner-1/60min

09/03/2026

The industry awaits new federal guidance and a Supreme Court ruling to see if either will finally unlock access to individual retirement accounts.

08/31/2026

U.S. equities edged higher last week on strong AI-driven tech earnings, though gains were limited by hawkish Fed commentary. Persistent inflation kept investors focused on the outlook for interest rates, leading to mixed Treasury performance. Meanwhile, lower oil prices helped ease some inflation concerns. Check out this week’s market perspective to learn more.

08/30/2026

Wall Street strategists, optimistic about the outlook for stocks, are approaching the recent turmoil over President Trump's efforts to acquire Greenland as a buying opportunity.

08/27/2026

If your strategy hinges on stable markets and predictable outcomes, it may be time to stress-test your future by ensuring you’re properly diversified, factoring risks that are often overlooked, and employing flexible tools to give you options during times of need.

AM Best, S&P, and Moody’s ratings are key elements when determining the strength of an insurer. Let’s talk about who the...
08/27/2026

AM Best, S&P, and Moody’s ratings are key elements when determining the strength of an insurer. Let’s talk about who these organizations are and what their ratings mean for
your retirement planning.

Turning 18 is a big milestone. It also brings important changes many families don’t realize — like parents losing access...
08/27/2026

Turning 18 is a big milestone. It also brings important changes many families don’t realize — like parents losing access to medical and financial information. This article walks through a few important forms to consider and why they matter. And if you’d like help taking the next step, I can connect you with trusted legal professionals in our community.

https://bit.ly/4xzI1Uw

Does this number surprise you? Drop a 👍 if you’ve started planning or a 💭 if you haven’t yet. Let’s talk about it.
08/27/2026

Does this number surprise you? Drop a 👍 if you’ve started planning or a 💭 if you haven’t yet. Let’s talk about it.

08/25/2026

Last week, U.S. markets weakened as higher Treasury yields and borrowing costs weighed on investor sentiment, especially among growth-oriented areas of the market. Inflation concerns linked to energy prices and geopolitical tensions pushed bond yields higher. Economic data was mixed, with softer consumer spending balanced by stronger business activity. Read this week’s market perspective to learn more.

08/23/2026

Fixed monthly expenses are the silent killers of any budget. Here are five expenses you should renegotiate right now to get yourself ahead financially.

08/20/2026

Delta’s 2026 profit outlook came in below Wall Street expectations, sending shares lower Tuesday. The airline continues to rely heavily on credit card partnerships for profit while passenger flying loses money for the company.

Address

7150 W. Central Avenue Ste 100
Toledo, OH
43617

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Telephone

+14198876303

Website

Alerts

Be the first to know and let us send you an email when David Bodner Financial Planner at Skylight Financial Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category