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 […]
Avoiding Estate-Planning Mistakes – 5 Questions with Fidelity Creating an estate plan is a necessary process. To do it effectively, however, you need to make sure you consider taxes and estate laws, select the right team, communicate your plan, and more. The latest 5 Questions with Fidelity looks at the most common mistakes people make […]
Money Matters – Skloff Financial Group Question of the Month – August 1, 2026 By Aaron Skloff, AIF, CFA, MBA Q: My employer automatically enrolled me in a target-date fund in my 401(k) plan. How do target-date funds function and are there any problems with them? The Problem – Understanding the Problems with Target-Date Funds […]
How To Make The Most Of Your Inheritance Inheritances can be both financially and emotionally challenging. This episode of 5 Questions with Fidelity discusses the many complexities of managing one. We’ll start with common missteps heirs make and then look at how different assets are passed and taxed. We’ll also share ideas for prioritizing different […]
