Entries by Aaron Skloff, AIF, CFA, MBA
Careful Planning Saved a Family and a Business
Careful Planning Saved a Family and a Business The change from being a pastor to opening up an IT business is not for the fainthearted. But Tim Meredith knew this career leap would benefit his family by allowing them to stay in the area they loved, while also letting him to try something new. While […]
A Burden Relieved
A Burden Relieved The first time that James Daoust, Jr. visited his clients, Joe and Theresa Mollicone, the couple rolled out a tray of cannolis. James became their financial advisor and over the next three decades sampled countless Italian specialties in the couple’s home. “He got hooked on Italian desserts,” Theresa says. Their close relationship […]
Long Term Care Insurance 101
Long Term Care Insurance 101 Did you know that neither your health insurance nor Medicare would pay for extended long-term care services in the event that you needed them in the future? If you develop a chronic illness or become disabled and can no longer care for yourself for an extended period of time, you’ll […]
How a Term Life Insurance Policy Can Be Converted to a Permanent Life Insurance Policy That Also Pays for Care – Part 1 – Long Term Care University – 10/15/24
Long Term Care University – Question of the Month – 10/15/24 Research By Aaron Skloff, AIF, CFA, MBA Q: We read ‘‘Insure or Self-Insure for Long Term Care?’ Part 1, Part 2 and Part 3. We are concerned about the exorbitant costs for long term care. Can we buy an inexpensive term life insurance policy that we […]
