Long Term Care University – Question of the Month – 10/15/26 By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article, ‘Traditional Versus Hybrid Life and Long Term Care Insurance’ and prefer the Hybrid Long Term Care Insurance (LTC) policy. Can you explain what minimum death benefit and residual death benefit […]
Money Matters – Skloff Financial Group Question of the Month – October 1, 2026 By Aaron Skloff, AIF, CFA, MBA Q: Can you explain the accumulation and distribution phases of Trump Accounts and how to get the most out of them? The Problem — Understanding Trump Accounts Although Congress does a reasonable job explaining Trump […]
Long Term Care University – Question of the Month – 09/15/26 By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article, ‘Not All International Benefits Are the Same on Hybrid Life and Long Term Care Insurance Policies’. Can you compare how international benefits compare among the top Hybrid Life and […]
Money Matters – Skloff Financial Group Question of the Month – September 1, 2026 By Aaron Skloff, AIF, CFA, MBA Q: We read ‘Top 5 Problems of Target-Date Funds’. What is a self-directed brokerage account and what are its top five benefits? The Problem — Limited Investment Options and Target-Date Funds in 401(k) Accounts The […]
Should You Get A Trump Account For Kids? 529s, UGMAs/UTMAs, Roth IRAs for kids, and now the new Trump Accounts. With so many options for saving for children, how do you choose which accounts to open—and where to put your money? To help you decide, Ken Hevert, Head of Self Directed Investing at Fidelity, offers […]
Long Term Care University – Question of the Month – 08/15/26 By Aaron Skloff, AIF, CFA, MBA Q: Do all Hybrid Life and Long Term Care Insurance policies off the same international benefits? Overview. Hybrid Long Term Care (LTC) Insurance with international benefits is a critical safety net for retirees who plan to live, travel, […]
What Is Long-Term Care Insurance And What Does It Cost? Many of us will require some form of long-term care during our lives. The latest 5 Questions with Fidelity looks at ideas that can help you cover its potentially high costs, which aren’t generally covered by Medicare. You’ll hear answers to common questions about paying […]
