Author Archive for: f2819644
Entries by f2819644
How to Cash Out in Retirement – Wall Street Journal – 03/08/11
The Wall Street Journal Weekend Investor – Family Value – March 8, 2011 How to Cash Out in Retirement By Elanor Laise Faced with the question of spending in retirement, many financial advisers fall back on “the 4% rule.” With this approach, investors withdraw 4% of their retirement balance in the first year of […]
Family Businesses Catch a Big Break – Wall Street Journal – 02/19/11
The Wall Street Journal Weekend Investor – Family Value – February 19, 2011 Family Businesses Catch a Big Break By Anne Tergesen To recap: As part of the tax deal passed by Congress late last year, the gift-tax exemption jumps to $5 million from $1 million for individuals and to $10 million from $2 million […]
Long Term Care Insurance Marital, Partner and Spousal Discounts – Long Term Care University – 02/15/11
Long Term Care University – Question of the Month – 02/15/11 Research By Aaron Skloff, AIF, CFA, MBA Q: Some of the long term care insurance policies I am researching provide a marital or partner discount and a couples discount. Can you explain what that means and what advantages it may provide? The […]
Employee Stock Options – Independent Press – 02/02/11
The Independent Press Money Matters – Skloff Financial Group Question of the Month – February 2, 2011 By Aaron Skloff, AIF, CFA, MBA Q: My employer has awarded me numerous stock options over the years. When can I exercise these employee stock options and what are the tax ramifications? A: The Problem. Many […]
Qualifying for Long Term Care Benefits – Long Term Care University – 01/15/11
Long Term Care University – Question of the Month – 01/15/11 Research By Aaron Skloff, AIF, CFA, MBA Q: How do I qualify for benefits from my long term care insurance policy? The Problem – Tall Tales of Insurance Companies Denying Benefits to Long Term Care Insurance Policyholders Tall tales about long term […]