Long Term Care University – Question of the Month – 06/15/11 Research 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 […]
The Independent Press Money Matters – Skloff Financial Group Question of the Month – January 8, 2014 By Aaron Skloff, AIF, CFA, MBA Q: Changes to our employers’ retirement plans are making saving for retirement more difficult. Which retirement savings vehicles should we consider using? A: The Problem – Leaving Matters in the […]
The Wall Street Journal Weekend Investor – Family Value – March 8, 2011 How to Cash Out in Retirement By Elanor Laise Faced with the question of spending in retirement, many financial advisers fall back on “the 4% rule.” With this approach, investors withdraw 4% of their retirement balance in the first year of […]
The Wall Street Journal Weekend Investor – Family Value – February 19, 2011 Family Businesses Catch a Big Break By Anne Tergesen To recap: As part of the tax deal passed by Congress late last year, the gift-tax exemption jumps to $5 million from $1 million for individuals and to $10 million from $2 million […]
Long Term Care University – Question of the Month – 02/15/11 Research By Aaron Skloff, AIF, CFA, MBA Q: Some of the long term care insurance policies I am researching provide a marital or partner discount and a couples discount. Can you explain what that means and what advantages it may provide? The […]