The Wall Street Journal September 7, 2011 Family Feuds: The Battles Over Retirement Accounts Who’s in line to get your account—or that of a parent or spouse—in case of death? You could be surprised. By Carolyn T. Geer Spouse Gets Priority Rule No. 1: With 401(k)s, your spouse is the presumed beneficiary of your account […]
The Independent Press Money Matters – Skloff Financial Group Question of the Month – September 7, 2011 By Aaron Skloff, AIF, CFA, MBA Q: My investment portfolio has declined significantly in the past few months. Are there any tax benefits owed to me? The Problem – Underutilized Tax Breaks Many taxpayers simply complain about paying […]
The Wall Street Journal Retirement Planning – August 28, 2011 Weighing the Odds of Disability, for Insurance Purposes By Anne Tergesen A growing number of Americans are heading into their retirement years as single adults. With no spouse to rely on, these individuals need to take extra precautions to ensure a secure retirement. Due in […]
Long Term Care University – Question of the Month – 08/15/11 By Aaron Skloff, AIF, CFA, MBA Q: Some of the long term care insurance policies I am researching allow for a shared care benefit. Can you explain what that means, what advantages it may provide and how the benefit differs between insurance companies? The […]
The Independent Press Money Matters – Skloff Financial Group Question of the Month – August 3, 2011 By Aaron Skloff, AIF, CFA, MBA Q: Although my stock portfolio is globally diversified, my bond portfolio is exclusively invested in the U.S. What are the advantages and disadvantages of a globally diversified bond portfolio? A: The Problem […]
Long Term Care University – Question of the Month – 07/15/11 By Aaron Skloff, AIF, CFA, MBA Q: Can you explain what the Community Living Assistance Services and Support (CLASS) Act is, as well as the advantages and disadvantages of the program? The Problem – The Holy Grail with Lots of Holes The Community Living […]
The Independent Press Money Matters – Skloff Financial Group Question of the Month – July 6, 2011 What Are The Advantages of a 401(k) Rollover? By Aaron Skloff, AIF, CFA, MBA Q: I recently left my employer and am considering rolling over my 401(k) account to my Individual Retirement Account (IRA). What are the advantages […]
Long Term Care University – Question of the Month – 06/15/11 By Aaron Skloff, AIF, CFA, MBA Q: We are considering removing the inflation protection feature before buying our long term care insurance policy. What are the advantages and disadvantages of purchasing polices with inflation protection? The Problem – Determining Whether or Not to Purchase […]
