Entries by f2819644

Suze Orman Reflects on a Missed Investment – Long Term Care Insurance – Chicago Sun-Times – 08/20/12

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 […]

Top 6 Most Frequently Asked Questions (FAQs) about the New York State Partnership for Long Term Care – Long Term Care University – 08/15/12

    Long Term Care University – Question of the Month – 08/15/12 Research By Aaron Skloff, AIF, CFA, MBA Q: What are the Top 6 most Frequently Asked Questions (FAQs) about the New York State Partnership for Long Term Care? The Problem – Understanding the New York State Partnership for Long Term Care (NYSPLTC) […]

How to Avoid New Investment Surtax – Independent Press – 08/01/12

    The Independent Press How to Avoid New Investment Surtax Money Matters – Skloff Financial Group Question of the Month – August 1, 2012 By Aaron Skloff, AIF, CFA, MBA Q: What is the new investment surtax and how can we avoid some or all of it? The Problem – New Investment Surtax Can […]

New York State Partnership for Long Term Care – Long Term Care University – 07/15/12

    Long Term Care University – Question of the Month – 07/15/12 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 New York State Partnership for Long Term Care is […]

Don’t Let Emotions Drive Your Investing Decisions – Independent Press – 07/04/12

    The Independent Press Money Matters – Skloff Financial Group Question of the Month – July 4, 2012 Don’t Let Emotions Drive Your Investing Decisions By Aaron Skloff, AIF, CFA, MBA Q: After watching our investment portfolio decline by over 20% in 2008, we shifted our assets into cash and have been sitting on […]

Long Term Health Care Insurance Options – Independent Press – 06/06/12

    The Independent Press Money Matters – June 6, 2012 By Aaron Skloff, AIF, CFA, MBA Q: Having diligently saved for the last 30 years, we have built a healthy retirement nest egg.  In the event one or both of us need long term care, how can we protect ourselves? The Problem – Cost […]