Author Archive for: f2819644
Entries by f2819644
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 […]
Combination Life and Long Term Care Insurance Policy Types – Long Term Care University – 01/15/13
Long Term Care University – Question of the Month – 01/15/13 Research By Aaron Skloff, AIF, CFA, MBA Q: We read the November 15, 2012 and December 15, 2012 Long Term Care University articles that compare Combination Life/Long Term Care insurance policies to Traditional Long Term Care (LTC) insurance policies and decided to […]
Time to Convert to a Roth 401(k)? – Wall Street Journal – 01/05/13
The Wall Street Journal Weekend Investor – Family Value – January 5, 2013 Time to Convert to a Roth 401(k)? By Kelly Greene The new legislation expands a 2010 law that gave workers investing through so-called defined-contribution plans such as 401(k)s the leeway to roll pretax savings and employer contributions into Roth accounts within their plans. […]
How Your Taxes Will Change in 2013 – Wall Street Journal – 01/02/13
The bill approved in Congress to avert the fiscal cliff would bring the first major tax increase on high earners in 20 years. Laura Saunders breaks down how new tax increases will impact across different tax brackets. Payroll Taxes Increase to 6.2% from 4.2% (almost a 50% increase) Taxpayers Making $200,000 (Single), $250,000 (Couples) Would […]
Retirement Plan Contribution Limits 2013 – Independent Press – 01/02/13
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 […]
Retirement Rules for Women – Kiplinger’s Personal Finance – 01/01/13
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
Combination Life and Long Term Care Insurance Benefits and Premiums – Long Term Care University – 12/15/12
Long Term Care University – Question of the Month – 12/15/12 Research 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. […]