Entries by Aaron Skloff, AIF, CFA, MBA

Qualifying for Long Term Care Benefits – Long Term Care University

Long Term Care University – Question of the Month – 01/15/11 By Aaron Skloff, AIF, CFA, MBA Q: How do I qualify for benefits from my long term care insurance policy? The Problem – Tall Tales of Insurance Companies Denying Benefits to Long Term Care Insurance Policyholders Tall tales about long term care insurance companies […]

Covered Call Options, Safer Than You Think – Independent Press

The Independent Press Money Matters – Skloff Financial Group Question of the Month – January 5, 2011 By Aaron Skloff, AIF, CFA, MBA Q: Can I turn the tables on Wall Street and profit from its greed? What are my options with options? A: Many Wall Street firms are driven by greed — to the […]

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 […]

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 […]