Entries by Aaron Skloff, AIF, CFA, MBA
Stricter Underwriting for Long Term Care Insurance – Long Term Care University
Long Term Care University – Question of the Month – 03/15/13 By Aaron Skloff, AIF, CFA, MBA Q: We read the February 15, 2013 Long Term Care University article on gender based pricing. Are there any other significant changes expected to occur imminently in the Long Term Care Insurance industry? The Problem – Stricter Underwriting […]
IRAs and Roth IRAs for 2012 and 2013 – Independent Press
The Independent Press Money Matters – Skloff Financial Group Question of the Month – March 7, 2013 By Aaron Skloff, AIF, CFA, MBA Q: Even though it is 2013, can we still contribute to Individual Retirement Accounts for 2012? A: The Problem — Foregoing Financial Planning and Tax Planning Strategies for 2012 Assuming financial planning […]
Beyond Long-Term Care – Wall Street Journal
The Wall Street Journal Weekend Investor – Family Value – February 16, 2013 Expecting the Unexpected When It Comes to Retirement Planning By Kelly Greene As long-term-care-insurance costs climb, families are turning to continuing-care retirement communities as an alternative. Long-term-care insurance generally pays for home care, assisted living or skilled nursing when a policyholder suffers […]
More Firms Roll Out Roths – Wall Street Journal
The Wall Street Journal Weekend Investor – March 9, 2013 More Firms Roll Out Roths By Kelly Greene Many employers are planning to add a Roth 401(k) option to their offerings of corporate benefits in the next 12 months, a new survey suggests, making it easier for workers to save money that can be withdrawn […]
The American Taxpayer Relief Act of 2012 – Independent Press
The Independent Press Money Matters – Skloff Financial Group Question of the Month: What are the effects of the American Taxpayer Relief Act of 2012? – February 6, 2013 By Aaron Skloff, AIF, CFA, MBA Q: Will we pay more or less taxes in 2013 due to The American Taxpayer Relief Act of 2012? A: The […]
Combination Life and Long Term Care Insurance Policy Types – Long Term Care University
Long Term Care University – Question of the Month – 01/15/13 By Aaron Skloff, AIF, CFA, MBA Q: We read the November 15, 2012 and December 15, 2012 Long Term Care University articles that compare Combination Life/Long Term Care insurance policies to Traditional Long Term Care (LTC) insurance policies and decided to purchase a Combination […]
Retirement Plan Contribution Limits 2013 – Independent Press
The Independent Press Money Matters – Skloff Financial Group Question of the Month – January 2, 2013 By Aaron Skloff, AIF, CFA, MBA Q: We are ready to get serious about our retirement savings in 2013. What are the contribution limits for various retirement accounts in 2013? The Problem – Lack of Retirement Savings Most […]
