Dear Dave, I just turned 57 and have been researching long-term care policies. Is there a point where you can self-insure for long-term care needs without a policy? -Peter “If you have $20 million liquid sitting around, then you could easily set aside $2 to $3 million for long-term care and still be in great […]
The Independent Press Money Matters – November 7, 2012 Question of the Month: What are the Top Five Myths of 529 Higher Education Savings Plans? By Aaron Skloff, AIF, CFA, MBA Q: What are the top five myths of 529 higher education savings plans? The Problem – Understanding 529s Like many sections of […]
Long Term Care University – Question of the Month – 10/15/12 Research By Aaron Skloff, AIF, CFA, MBA Q: What are the Top 6 most Frequently Asked Questions (FAQs) about the California Partnership for Long Term Care? The Problem – Understanding the California Partnership for Long Term Care (CAPLTC) Most long term care […]
3 Costly Surprises for Retirees – Kiplinger’s Personal Finance – 10/01/12 #1 Health Care Costs #2 Taxes on Nest Egg Withdrawals #3 Taxable Social Security Benefits Kiplinger’s Andrea Browne unveils three of the surprises that can catch retirees off-guard: health care costs, taxes on nest egg withdrawals like IRAs, and taxable Social Security benefits. Click […]
The Wall Street Journal Getting Going – September 22, 2012 On Crowdfunding and Other Threats By Karen Blumenthal Attention, investors: Congress has a deal for you! Thanks to the JOBS Act of 2012, you soon will have new ways to drop your money into high-risk start-ups, private offerings, hedge funds and maybe even your neighborhood […]
Long Term Care University – Question of the Month – 09/15/12 Research By Aaron Skloff, AIF, CFA, MBA Q: Some insurance companies offer Partnership Qualified long term care insurance policies. Can you explain what that means, what advantages it may provide and if the California Partnership for Long Term Care is unique? The […]
Click Here for Your Long Term Care Insurance Quotes CNN’s Suzanne Malveaux talks with Suze Orman on the cost of retirement, long-term care insurance, and the economy. Suze Orman on Her Mom’s Care: Didn’t Have Long-Term Care Insurance She Required $25,000 a Month in Care Lived 31 Years after Her Husband’s Passing Long Term Care […]
The Independent Press Money Matters – Skloff Financial Group Question of the Month – September 5, 2012 Tips on How to Finance a College Education By Aaron Skloff, AIF, CFA, MBA Q: We are concerned about the increasing cost of higher education for our children. What benefits might we and our children gain […]
Chicago Sun-Times August 20, 2012 Suze Orman Reflects on a Missed Investment – Long Term Care Insurance “The last few years have been difficult; I have watched my mother go from being a strong, independent and active woman to being someone who cannot make a move without the help of her aide.” “So, when it […]