Money Matters – Skloff Financial Group Question of the Month – December 1, 2023 By Aaron Skloff, AIF, CFA, MBA Q: With the end of the year quickly approaching, what are some important tax and financial planning measures we can take to reduce our taxes and improve our financial position? The Problem – Year-End […]
Long Term Care University – Question of the Month – 11/15/23 Research By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article ‘Traditional Versus Hybrid Life and Long Term Care Insurance’ and prefer the Hybrid Life and Long Term Care Insurance (LTC) policy. Can we pay for Hybrid Life and […]
Should You Have Life Insurance and a Will? There has been a lot of buzz around life insurance on social media recently. But is that something you should consider? And at what age? ln this episode we break down everything you need to know about life insurance and wills. Click Here for Your Life Insurance […]
Long-term care insurance is designed to pay for or reimburse the costs of long-term care. Linda’s plan covers up to $8,000 a month, which is more than 90% of Paul’s memory care center costs. “If we didn’t have long-term care, we’d be pulling from his and my retirement accounts and at a young age,” Linda […]
How New FAFSA Changes Can Boost Your Financial Aid – WSJ Your Money Briefing Changes to the Free Application for Federal Student Aid, or Fafsa, will allow people to make contributions to their 401(k) without it impacting the amount of financial aid they receive. Click Here for Your Long Term Care Insurance Quotes
Click to Enlarge Investment Themes by Decade These decade-defining themes are often the product of a confluence of factors, including the macroeconomic environment, geopolitics, monetary policy, or other structural shifts like technological disruption. Here are the central investment themes since the 1950s, each with at least 400% cumulative returns over each period: Decade Investment Theme Index […]