Entries by Aaron Skloff, AIF, CFA, MBA
Long Term Care Insurance Payment Options – Long Term Care University
Long Term Care University – Question of the Month – 12/15/10 By Aaron Skloff, AIF, CFA, MBA Q: Rather than paying for our long term care insurance premiums throughout the life of our policies, can we choose limited payment options? What advantages might we gain from limited payment options? The Problem – Paying Long Term […]
Long Term Care Insurance Claims Approvals – Long Term Care University
Long Term Care University – Question of the Month – 11/15/10 By Aaron Skloff, AIF, CFA, MBA Q: Since purchasing long term care insurance is such an important financial decision for us, it is critical to understand the industry’s claims paying history. What important factors should we know about the industry’s claims paying history? The […]
Buy Sell Agreements – Independent Press
The Independent Press Money Matters – Skloff Financial Group Question of the Month – November 3, 2010 How Should You Handle a Partner’s Death? By Aaron Skloff, AIF, CFA, MBA Q: What happens to my partner’s ownership stake in our company if he passes away? A: Without a plan the remaining owners must contemplate a […]
Long Term Care Insurance Restoration of Benefits – Long Term Care University
Long Term Care University – Question of the Month – 10/15/10 By Aaron Skloff, AIF, CFA, MBA Q: Some of the long term care insurance policies I am researching allow for a restoration of benefits. Can you explain what that means and what advantages it may provide? The Problem – Your Long Term Care Insurance […]
Long Term Care Insurance Informal and Formal Care – Long Term Care University
Long Term Care University – Question of the Month – 09/15/10 By Aaron Skloff, AIF, CFA, MBA Q: Some of the long term care insurance policies I am researching cover informal and formal care in my home. Can you explain what that means and what advantages it may provide? The Problem – Home Care Coverage […]
Do Women Face Unique Challenges with Finances? – Independent Press
The Independent Press Money Matters – Skloff Financial Group Question of the Month – September 1, 2010 Do Women Face Unique Challenges with Finances? By Aaron Skloff, AIF, CFA, MBA Q: Do women face unique challenges and opportunities with their finances? A: Yes. The Problem: Many women are remaining single, marrying later in life, getting […]
Inherited IRAs and Stretch IRAs – Independent Press
The Independent Press Money Matters – Skloff Financial Group Question of the Month – August 4, 2010 Can Families Inherit a Traditional IRA? By Aaron Skloff, AIF, CFA, MBA Q: Can my family inherit my Traditional Individual Retirement Account (IRA)? If so, are there any advantages to avoiding withdrawals from my IRA? A: Yes and […]
Retirement Account Beneficiary Designations – Independent Press
The Independent Press Money Matters – Skloff Financial Group Question of the Month – July 7, 2010 An Inheritance Shocker By Aaron Skloff, AIF, CFA, MBA Q: My husband of 20 years passed away earlier this year. Even though we updated our wills just before his passing, his ex-wife now claims she owns all the […]
