Entries by f2819644

Nationwide YourLife CareMatters Combination Life and Long Term Care Insurance Review – Long Term Care University – 08/15/17

    Long Term Care University – Question of the Month – 08/15/17 Research By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article that compares Traditional to Combination Life and Long Term Care (LTC) Insurance and prefer the Combination policy (or Hybrid).  Can you please review the Nationwide YourLife […]

State Life Asset-Care I Combination Life and Long Term Care Insurance Review – Long Term Care University – 07/15/17

    Long Term Care University – Question of the Month – 07/15/17 Research By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article that compares Traditional to Combination Life and Long Term Care (LTC) Insurance and prefer the Combination policy (or Hybrid).  Can you please review the State Life […]

Guard Against These 3 Nonfinancial Retirement Risks – Morningstar – 07/05/17

Guard Against These 3 Nonfinancial Retirement Risks Christine Benz offers ways to deal with excessive giving to adult children, long-term care expenses, and cognitive decline. Long Term Care Insurance in Video at 2:40 to 4:50 Click Here for Your Long Term Care Insurance Quotes

Top 10 Most Frequently Asked Questions (FAQs) on 529s – 07/01/17

    Money Matters – Skloff Financial Group Question of the Month – July 1, 2017 Top 10 Most Frequently Asked Questions (FAQs) on 529s By Aaron Skloff, AIF, CFA, MBA Q:  What are the top 10 most frequently asked questions about 529 higher education savings plans? The Problem – Misunderstanding 529s  Like many sections […]

Death Duties – State Estate Tax and Inheritance Tax 2017 – Wall Street Journal – 06/17/17

Click to Enlarge Death Duties – State Estate Tax and Inheritance Tax 2017 Eighteen states plus the District of Columbia still have an estate tax, an inheritance tax, or both, but many states have reduced these levies in recent years.  Here are the top rates and exemptions for 2017. Click Here for Your Long Term […]

Lincoln MoneyGuard II Combination Life and Long Term Care Insurance Review – Long Term Care University – 06/15/17

    Long Term Care University – Question of the Month – 06/15/17 Research By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article that compares Traditional to Combination Life and Long Term Care (LTC) Insurance and prefer the Combination policy (or Hybrid).  Can you please review the Lincoln MoneyGuard […]