Entries by f2819644

Mutual of Omaha MutualCare Secure Solution Long Term Care Insurance Review – Long Term Care University – 06/15/18

    Long Term Care University – Question of the Month – 06/15/18 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 Traditional LTC policy.  Can you please review the Mutual of Omaha […]

Visualizing the Longest Bull Markets of the Modern Era – Visual Capitalist – 06/14/18

Visualizing the Longest Bull Markets of the Modern Era RANKING THE BULLS In today’s chart, we show every bull market since WWII, including the top six which are covered in more detail: Rank Bull Market Dates Months S&P 500 Return Annualized Return 1 Great Expansion ’90-’00 114 418% 19.0% 2 Post-Crisis Bull Run ’09-’18* 112* […]

Don’t Claim Social Security at 62 Unless… – Wall Street Journal – 06/11/18

Don’t Claim Social Security at 62 Unless… A person who turns 62 in 2018 will reach full retirement age at 66 and fourth months, according to Social Security.  If the monthly benefit at full retirement age is $1,300, this person would be eligible to collect the following at various ages. Many retirees claim benefits at […]

Roth IRA Conversions 2018 – 06/01/18

    Money Matters – Skloff Financial Group Question of the Month – June 1, 2018 By Aaron Skloff, AIF, CFA, MBA Q: Through diligent savings we have accumulated large Individual Retirement Accounts (IRAs). Due to recent market volatility we are concerned about converting our Traditional IRA to a Roth IRA.  What are the implications […]

How Well-Funded are Pension Plans in Your State? Fiscal Year 2016

Click to Enlarge How Well-Funded are Pension Plans in Your State? Fiscal Year 2016 Lower funded ratios indicate when a state’s pension plan is not adequately funded, while higher funded ratios are evident in states whose pension assets are keeping relatively good pace with accrued liabilities.  Pension plans in Wisconsin, South Dakota, and Tennessee are […]

National Guardian Life EssentialLTC Long Term Care Insurance Review – Long Term Care University – 05/15/18

    Long Term Care University – Question of the Month – 05/15/18 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 Traditional LTC policy.  Can you please review the National Guardian Life […]