Long Term Care University – Question of the Month – 12/15/10 Research By Aaron Skloff, AIF, CFA, MBA Q: Rather than paying for our long term care insurance premiums throughout the life of our policies, can we choose limited payment options? What advantages might we gain from limited payment options? The Problem – […]
The benefits of long-term care insurance can be critical in the “new retirement,” reports CNBC’s Sharon Epperson Jane Seger purchased Long Term Care Insurance Her mother has Multiple Sclerosis (MS) Seger says, “It’s fairly reasonable; it’s a lot less than health insurance.” Sharon Epperson (CNBC Business News) says, “There is genrally no guarantee that insurance […]
Long Term Care University – Question of the Month – 11/15/10 Research 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 […]
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 […]