Author Archive for: f2819644
Entries by f2819644
Tax Diversification 2013 – Independent Press – 09/04/13
The Independent Press Money Matters – Skloff Financial Group Question of the Month – September 4, 2013 By Aaron Skloff, AIF, CFA, MBA Q: While we are familiar with asset allocation and portfolio diversification, we are not familiar with tax diversification. What is tax diversification and what advantages may it provide? A: The […]
Annuities Call for Caution – Wall Street Journal – 08/17/13
The Wall Street Journal Weekend Investor – August 17, 2013 Fixed Indexed Annuities Merit Caution Investment Appeals to Conservative Investors but Can Be Complicated and Carry Hidden Risk By Leslie Scism Conservative savers are flocking to an insurance product with a controversial past: fixed indexed annuities. For investors seeking steady retirement income—typically drawn to products […]
Combination Life and Long Term Care Insurance Lifetime Benefits – Long Term Care University – 08/15/13
Long Term Care University – Question of the Month – 08/15/13 Research By Aaron Skloff, AIF, CFA, MBA Q: We read the 1st, 2nd, 3rd, 4th and 5th Long Term Care University articles on Combination Life and Long Term Care insurance policies and decided to purchase a Combination policy. Instead of a limited […]
Combination Life and Long Term Care Insurance Inflation Protection Options – Long Term Care University – 07/15/13
Long Term Care University – Question of the Month – 07/15/13 Research By Aaron Skloff, AIF, CFA, MBA Q: I am a female reader, who read the 1st, 2nd, 3rd and 4th Long Term Care University articles on Combination Life and Long Term Care insurance policies and decided to purchase a Combination policy. […]
Women Face Long-Term Care Price Hikes – MarketWatch – 07/08/13
MarketWatch Encore – July 8, 2013 Women Face Long-Term Care Price Hikes By Elizabeth O’Brien The long-term care insurance industry has been undergoing some significant changes, many of them not so friendly to consumers. But for women who decide they need the coverage, one thing is certain: The window is rapidly closing for those who […]