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 […]
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 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 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 […]
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 […]
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 […]
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 […]
Clark Howard : HLN: Don’t Burden Your Kids Steve and Sonja want to know about long-term care insurance for their future. HLN Money Expert Clark Howard steps in. “You want inflation protection in the policy.” “In many states there are special policies you can buy that are very affordable that if you buy one the […]
The Independent Press Money Matters – Skloff Financial Group Question of the Month – June 2, 2010 By Aaron Skloff, AIF, CFA, MBA Q: Can gaining help with my 401(k) really improve my performance and optimize my risk? A: Yes. In a recent study based on nearly 400,000 401(k) participants, the average participant who did […]
