Entries by f2819644

Understanding Single Premium Deferred Annuities – 11/01/19

    Money Matters – Skloff Financial Group Question of the Month – November 1, 2019 By Aaron Skloff, AIF, CFA, MBA Q:  We read the Understanding Annuities article and are interested in single premium deferred annuities (SPDAs).  Can you please explain SPDAs? The Problem – Guaranteed Lifetime Cash Flow Starting in the Future There […]

Understanding Insured Asset Conversion Trusts – 11/01/19

    Money Matters – Skloff Financial Group Question of the Month – November 1, 2019 By Aaron Skloff, AIF, CFA, MBA Q:  We read the Understanding Annuities article and the Understanding Single Premium Immediate Annuities (SPIAs) articles.  Can we increase our after-tax return on our safe money, guarantee that income for our lifetimes, gain […]

Is Another Crash Coming on the 90th Anniversary of the 1929 Stock Market Crash? – 10/27/19

    Money Matters – Skloff Financial Group Question of the Month – October 27, 2019 By Aaron Skloff, AIF, CFA, MBA Q:  This week is the 90th anniversary of the Stock Market Crash of 1929.  Is another crash coming?  Should we liquidate all our stocks? The Problem – Fear of the 90th Anniversary of […]

Using an IRA or 401(k) to Pay for Hybrid-Combination Life and Long Term Care Insurance – Long Term Care University – 10/15/19

    Long Term Care University – Question of the Month – 10/15/19 Research By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article that compares Traditional to Hybrid-Combination Life and Long Term Care (LTC) Insurance and prefer the Hybrid-Combination LTC policy. Can we pay for a Hybrid LTC policy with […]