Author Archive for: f2819644
Entries by f2819644
How to Build Your Financial Dream Team – Wall Street Journal – 12/31/11
The Wall Street Journal Weekend Investor – December 31, 2011 How to Build Your Financial Dream Team By Karen Blumenthal With stock markets volatile, tax rates uncertain and estate laws facing review next year, these are challenging times even for the best professional advisers. Are yours making the grade? The turning of the calendar […]
Cost of Waiting for Long Term Care Insurance – Long Term Care University – 12/15/11
Long Term Care University – Question of the Month – 12/15/11 Research By Aaron Skloff, AIF, CFA, MBA Q: We may wait to purchase long term care insurance. What should be our most important considerations? The Problem – Determining Whether to Buy Long Term Care Insurance Now or Later Waiting to purchase technology […]
Disability Insurance – Independent Press – 12/07/11
The Independent Press Money Matters – Skloff Financial Group Question of the Month – December 7, 2011 Insurance Solutions By Aaron Skloff, AIF, CFA, MBA Q: To save the company money, our employer recently discontinued our disability insurance benefit. Should we replace it with a disability insurance policy? The Problem – Lost Income […]
Wealthy Found to Flee N.J. Tax – Wall Street Journal – 11/15/11
The Wall Street Journal NY Region – November 15, 2011 Wealthy Found to Flee N.J. Tax By Heather Haddonn A New Jersey Treasury Department study said on Monday that thousands of wealthy residents flee the state each year because of income-tax increases, resulting in the loss of $150 million in annual tax revenues. In a […]
Long Term Care Insurance Elimination Period Types – Long Term Care University – 11/15/11
Long Term Care University – Question of the Month – 11/15/11 Research By Aaron Skloff, AIF, CFA, MBA Q: What is an elimination period? Are there different types of elimination periods? The Problem – Determining What Elimination Period to Select Most long term care insurance policies offer you the option to add an […]
Community Living Assistance Services and Support (CLASS) Act Cancelled – Long Term Care University – 10/15/11
Long Term Care University – Question of the Month – 10/15/11 Research By Aaron Skloff, AIF, CFA, MBA Q: Has the Community Living Assistance Services and Support (CLASS) Act you published about on July 15, 2011 been canceled? The Problem – The Holy Grail with Lots of Holes The Community Living Assistance Services […]
Long Term Care Insurance Elimination Period and Medicare – Long Term Care University – 09/15/11
Long Term Care University – Question of the Month – 09/15/11 Research By Aaron Skloff, AIF, CFA, MBA Q: What is an elimination period? What are the advantages and disadvantages of a short versus long elimination period? The Problem – Determining What Elimination Period to Select Most long term care insurance policies offer […]
Family Feuds: The Battles Over Retirement Accounts – Wall Street Journal – 09/07/11
The Wall Street Journal September 7, 2011 Family Feuds: The Battles Over Retirement Accounts Who’s in line to get your account—or that of a parent or spouse—in case of death? You could be surprised. By Carolyn T. Geer Spouse Gets Priority Rule No. 1: With 401(k)s, your spouse is the presumed beneficiary of your account […]