Entries by Aaron Skloff, AIF, CFA, MBA

Suze Orman – Long Term Care Insurance – Oprah Winfrey Network

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 […]

How to Build Your Financial Dream Team – Wall Street Journal – 12/31/11

  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 […]

Cost of Waiting for Long Term Care Insurance – Long Term Care University

Long Term Care University – Question of the Month – 12/15/11 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 gadgets can often […]

Disability Insurance – Independent Press

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 from Disabilities […]

Long Term Care Insurance Elimination Period Types – Long Term Care University

Long Term Care University – Question of the Month – 11/15/11 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 elimination period to […]

Long Term Care Insurance Elimination Period and Medicare – Long Term Care University

Long Term Care University – Question of the Month – 09/15/11 By Aaron Skloff, AIF, CFA, MBA Q: What is an elimination period?  What are the advantages and disadvantages of a short versus long elimination period? The Problem – Determining What Elimination Period to Select Most long term care insurance policies offer you the option […]

Family Feuds: The Battles Over Retirement Accounts – Wall Street Journal

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 […]