SkyCrest Financial Group

10/14/2026

It sounds like a simple question, but the answer can shape a great deal of your investment strategy.
Financial independence, retirement, purchasing a home, and building long-term wealth may each involve different timelines, liquidity needs, and levels of risk. Before focusing on a particular investment, it can be helpful to first define what you need the money to accomplish.
Investing has more meaning when there is a clear purpose behind it.
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10/12/2026

“Wealth is not about having a lot of money. It’s about having a lot of options.”
We like this perspective because it gets to the heart of why financial planning matters. Wealth can create flexibility—the ability to make choices around family, work, travel, giving, retirement, and the experiences that are meaningful to you.
The number itself is only part of the story. What that wealth allows you to do is often much more important.

10/09/2026

Investments, taxes, estate planning, insurance, and cash flow are all important on their own, but they become even more meaningful when they’re considered as parts of the same financial picture.
In recognition of Financial Planning Month, it’s a good time to look beyond individual accounts and decisions and consider how each piece of your financial life supports your priorities. At SkyCrest, we believe thoughtful planning starts with understanding what matters most and connecting the different pieces around it.

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10/06/2026

Don’t forget to join us this Friday for our Market & Economic Update!
Michael Kerr will be sharing his perspective on recent market events, what may be contributing to market volatility, and strategies for navigating periods of uncertainty.
Friday, October 9
11:00 AM–12:00 PM EDT
RSVP is required to receive access credentials. We hope you can join us! https://bit.ly/4AO6wzD

10/01/2026

Happy Birthday to Matt Sangalli!🎉
Matt brings so much to SkyCrest through his leadership, commitment to our clients, and the energy he brings to our team. We’re fortunate to have him leading by example and helping make SkyCrest the team it is.
Join us in wishing Matt a very happy birthday and a great year ahead!

09/30/2026

09/29/2026

Open enrollment is more than another item on the calendar—it’s an opportunity to make sure your benefits still fit your life.
As you review your options, consider your healthcare needs, HSA or FSA opportunities, insurance coverage, and whether anything has changed for you or your family since last year.
A thoughtful benefits review can be an important part of your broader financial plan.
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09/25/2026

Retirement involves more than choosing a date.
As you get closer, it’s important to understand how your income plan, healthcare, taxes, and estate documents work together.
These decisions can overlap in ways that aren't always obvious, which is why we encourage clients to look at retirement as a complete financial picture rather than a single milestone.
If retirement is getting closer, this is a worthwhile conversation to have.

09/22/2026

Hello, fall.
A new season brings a change of pace, fresh routines, and a chance to appreciate where we are before the year moves into its final months.
Here’s to crisp mornings, colorful views, and enjoying the season ahead.

09/21/2026

How are recent market events impacting your finances?
Join us on Friday, October 9 for a Market & Economic Update presented by Michael Kerr, Private Wealth Advisor. Michael will discuss factors that may contribute to market volatility and share strategies to consider when navigating periods of market uncertainty.
📅 Friday, October 9, 2026
⏰ 11:00 AM–12:00 PM EDT
RSVP is required to receive access credentials.
To reserve your spot, call 614.396.4020 or email skycrest financial [email protected].

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