The Wall Street Journal Family Value – February 11, 2012 Congress Eyes New Rules For Inherited IRAs By Kelly Greene A surprise proposal in Congress to drum up tax revenue from inherited IRAs is raising eyebrows—and making some financial advisers nervous. A Senate Finance Committee proposal floated this past week as part of a highway-funding […]
Suze Orman shares her personal experience of expensive around the clock care she funds for her mother. “Along with the pros of retirement (all that free time) comes one big con: the possibility that you’ll outlive your assets and be unable to afford nursing home or at-home care if you require it. That’s where long-term […]
The Wall Street Journal Weekend Investor – December 31, 2011 How to Build Your Financial Dream Team By Karen Blumenthal With stock markets volatile, tax rates uncertain and estate laws facing review next year, these are challenging times even for the best professional advisers. Are yours making the grade? The turning of the calendar […]
Long Term Care University – Question of the Month – 12/15/11 Research By Aaron Skloff, AIF, CFA, MBA Q: We may wait to purchase long term care insurance. What should be our most important considerations? The Problem – Determining Whether to Buy Long Term Care Insurance Now or Later Waiting to purchase technology […]
The Independent Press Money Matters – Skloff Financial Group Question of the Month – December 7, 2011 Insurance Solutions By Aaron Skloff, AIF, CFA, MBA Q: To save the company money, our employer recently discontinued our disability insurance benefit. Should we replace it with a disability insurance policy? The Problem – Lost Income […]
The Wall Street Journal NY Region – November 15, 2011 Wealthy Found to Flee N.J. Tax By Heather Haddonn A New Jersey Treasury Department study said on Monday that thousands of wealthy residents flee the state each year because of income-tax increases, resulting in the loss of $150 million in annual tax revenues. In a […]
Long Term Care University – Question of the Month – 11/15/11 Research By Aaron Skloff, AIF, CFA, MBA Q: What is an elimination period? Are there different types of elimination periods? The Problem – Determining What Elimination Period to Select Most long term care insurance policies offer you the option to add an […]
Long Term Care University – Question of the Month – 10/15/11 Research By Aaron Skloff, AIF, CFA, MBA Q: Has the Community Living Assistance Services and Support (CLASS) Act you published about on July 15, 2011 been canceled? The Problem – The Holy Grail with Lots of Holes The Community Living Assistance Services […]