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 […]
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 […]
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: […]
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 […]
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 […]
The Independent Press Money Matters – Skloff Financial Group Question of the Month – May 5, 2010 By Aaron Skloff, AIF, CFA, MBA Q: If I purchase a life insurance policy or annuity with built-in long-term care insurance benefits do I gain any tax benefits? What are the advantages and disadvantages of such […]