Author Archive for: f2819644
Entries by f2819644
Stricter Underwriting for Long Term Care Insurance – Long Term Care University – 03/15/13
Long Term Care University – Question of the Month – 03/15/13 Research By Aaron Skloff, AIF, CFA, MBA Q: We read the February 15, 2013 Long Term Care University article on gender based pricing. Are there any other significant changes expected to occur imminently in the Long Term Care Insurance industry? The Problem […]
IRAs and Roth IRAs for 2012 and 2013 – Independent Press – 03/07/13
The Independent Press Money Matters – Skloff Financial Group Question of the Month – March 7, 2013 By Aaron Skloff, AIF, CFA, MBA Q: Even though it is 2013, can we still contribute to Individual Retirement Accounts for 2012? A: The Problem — Foregoing Financial Planning and Tax Planning Strategies for 2012 Assuming […]
Tax Tips for Your IRA and Roth IRA – Wall Street Journal – 03/04/13
Tax Tips for Your IRA and Roth IRA – Wall Street Journal – 03/04/13 The tax perk of donating to charity from your IRA and sheltering that distribution from income recently got more valuable, thanks to the new tax law. MarketWatch’s Robert Powell talks with three experts about why these perks are more beneficial now. […]
Beyond Long-Term Care – Wall Street Journal – 02/16/13
The Wall Street Journal Weekend Investor – Family Value – February 16, 2013 Expecting the Unexpected When It Comes to Retirement Planning By Kelly Greene As long-term-care-insurance costs climb, families are turning to continuing-care retirement communities as an alternative. Long-term-care insurance generally pays for home care, assisted living or skilled nursing when a policyholder suffers […]
More Firms Roll Out Roths – Wall Street Journal – 02/09/13
The Wall Street Journal Weekend Investor – March 9, 2013 More Firms Roll Out Roths By Kelly Greene Many employers are planning to add a Roth 401(k) option to their offerings of corporate benefits in the next 12 months, a new survey suggests, making it easier for workers to save money that can be withdrawn […]
Return and Standard Deviation of Mid-Cap Stocks vs Large-Cap and Small-Cap Stocks
Source: Morningstar, Inc. as of 9/30/12. Large-cap stocks are represented by the Russell 1000 Index, an index of the 1,000 largest companies in the Russell 3000 Index. Mid-cap stocks are represented by the Russell Midcap Index, which measures the performance of the mid-cap segment of the U.S. equity universe. Small-cap stocks are represented by the […]