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 […]
Retirement Rules for Women – Kiplinger’s Personal Finance – 01/01/13 Kiplinger’s Susan Garland talks about how women can best prepare for retirement. Step 1: Open IRAs & 401Ks Step 2: Keep Working Step 3: Consider LTC Coverage Step 4: Know Your Finances Click Here for Your Long Term Care Insurance Quotes
Long Term Care University – Question of the Month – 12/15/12 By Aaron Skloff, AIF, CFA, MBA Q: We read the November 15, 2012 Long Term Care University article that compares Combination Life/Long Term Care insurance policies to Traditional Long Term Care (LTC) insurance policies and decided to purchase a Combination policy. Are the premiums […]
The Independent Press Money Matters – Skloff Question of the Month: Ways to Reduce Taxes – December 5, 2012 By Aaron Skloff, AIF, CFA, MBA Q: With the end of the year quickly approaching, what are some important tax and financial planning measure we can take to reduce our taxes and improve our financial position? […]
Long Term Care University – Question of the Month – 11/15/12 By Aaron Skloff, AIF, CFA, MBA Q: What are the advantages of a Combination Life/Long Term Care insurance policy versus a Traditional Long Term Care insurance policy, and vice versa? The Problem – Comparing Apples and Oranges What happens to all those premiums you […]
Dear Dave, I just turned 57 and have been researching long-term care policies. Is there a point where you can self-insure for long-term care needs without a policy? -Peter “If you have $20 million liquid sitting around, then you could easily set aside $2 to $3 million for long-term care and still be in great […]
The Independent Press Money Matters – November 7, 2012 Question of the Month: What are the Top Five Myths of 529 Higher Education Savings Plans? By Aaron Skloff, AIF, CFA, MBA Q: What are the top five myths of 529 higher education savings plans? The Problem – Understanding 529s Like many sections of the Internal […]
Long Term Care University – Question of the Month – 10/15/12 By Aaron Skloff, AIF, CFA, MBA Q: What are the Top 6 most Frequently Asked Questions (FAQs) about the California Partnership for Long Term Care? The Problem – Understanding the California Partnership for Long Term Care (CAPLTC) Most long term care (LTC) insurance policies […]
3 Costly Surprises for Retirees – Kiplinger’s Personal Finance – 10/01/12 #1 Health Care Costs #2 Taxes on Nest Egg Withdrawals #3 Taxable Social Security Benefits Kiplinger’s Andrea Browne unveils three of the surprises that can catch retirees off-guard: health care costs, taxes on nest egg withdrawals like IRAs, and taxable Social Security benefits. Click […]
