Entries by f2819644

The Connecticut Partnership for Long Term Care – Long Term Care University – 09/15/15

    Long Term Care University – Question of the Month – 09/15/15 Research By Aaron Skloff, AIF, CFA, MBA Q: Some insurance companies offer Partnership Qualified long term care insurance policies.  Can you explain what that means, what advantages it may provide and if the Connecticut Partnership for Long Term Care is unique? The […]

Insure or Self-Insure for Long Term Care – Long Term Care University – 08/15/15

    Long Term Care University – Question of the Month – 08/15/15 Research By Aaron Skloff, AIF, CFA, MBA Q: We are concerned about the exorbitant costs for long term care.  Should we insure or self-insure our long term care costs? The Problem – Paying for Long Term Care According to the U.S. Department of […]

Traditional Versus Combination Life and Long Term Care Insurance – Long Term Care University – 07/15/15

    Long Term Care University – Question of the Month – 07/15/15 Research By Aaron Skloff, AIF, CFA, MBA Q: What are the advantages of a Combination (Hybrid) Life and Long Term Care insurance policy versus a Traditional Long Term Care insurance policy, and vice versa? The Problem – Comparing Apples and Oranges What happens […]

New Estate-Tax Breaks for Married Couples – Wall Street Journal – 07/10/15

New Estate-Tax Breaks for Married Couples The Internal Revenue Service recently released final rules detailing a generous estate- and gift-tax break for married couples who don’t set up expensive trusts before death. Laura Saunders joins Tanya Rivero.  Click Here for Your Long Term Care Insurance Quotes    

401(k) – The Powerful Small, Middle and Large Sized Business Retirement Plan – 07/01/15

    Money Matters – Skloff Financial Group Question of the Month – July 1, 2015 401(k) – The Powerful Small and Middle Sized Business Retirement Plan By Aaron Skloff, AIF, CFA, MBA We own a middle sized business and want to retain our employees by offering a valuable retirement benefit.  We read your article on SEP […]