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David Bodner Financial Planner at Skylight Financial Group

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Toledo, OH
David Bodner Financial Planner at Skylight Financial Group

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Providing in-depth financial planning. Schedule an appointment now at: https://calendly.com/dbodner-1/60min

11/03/2026

U.S. stocks ended the week lower as a sharp tech selloff, including Alphabet’s record drop amid questions about AI spending, outweighed broader market gains. Treasury yields fell as the Fed held rates steady and inflation cooled, while economic data remained resilient. Check out this week’s market perspective to learn more.

11/01/2026

High-performing companies hire a lot of people out of college, expose them to multiple roles and teach soft skills.

10/31/2026

Wishing you a day filled with fun, laughter, and a few sweet treats. 🎃🍬

10/29/2026

Most entrepreneurs never think about their business structure until they are shocked by a large tax bill. Here's why it's important to be proactive and rethink how your business is set up.

10/28/2026

Last chance to register! Hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he shares perspective on today's economic and market environment and the factors that may influence markets in the months ahead.

Join Daken Vanderburg for a timely discussion on how economic growth has remained firm despite higher interest rates, persistent inflation pressures, and ongoing geopolitical uncertainty. The session explores what simmering geopolitical tensions and elevated inflation mean for the Federal Reserve, v...

10/26/2026

U.S. stocks ended last week mixed as investors moved away from technology and communication services and toward more defensive areas of the market. Treasuries gained on safe-haven demand, while inflation concerns persisted and elevated borrowing costs continued to pressure housing. Dive into this week’s market perspective for more analysis and key takeaways.

10/25/2026

Today’s losers could be tomorrow’s winners. In AI, everything may come down to how well firms use the technology to improve what they deliver—and history shows innovation often beats disruption.

10/23/2026

Three things for an employee to look at if your ESOP company is sold:

1️⃣ What does this mean for you financially? It’s important to be clear on the details – price per share, deal structure, and your voting rights are all important considerations.

2️⃣ How and when you’ll get paid – this varies, so it is important to be clear on the details about vesting, payout timing, and form of payment to expect.

3️⃣ Taxes and distribution options – for many employees, this may be the largest sum of money ever received, so it’s important to understand how it is taxed and how it fits in your overall financial plan.

Don’t go it alone – I can help you understand these considerations and more. Let’s connect.

10/22/2026

You may be wondering if you could fund your dream retirement with $10 million. According to a financial planner it depends on a variety of factors. What you need to know.

10/22/2026

The best financial lessons often start at home. As Halloween approaches, consider using candy budgets, costume spending, or trick-or-treat rewards as opportunities to teach children healthy money habits.

This Halloween, candy as currency can become a lesson on budgeting, market value, even taxes. This article covers suggested lessons parents can teach kids.

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

https://calendly.com/dbodner-1/60min

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