Long Term Care University – Question of the Month – 04/15/26 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 Long Term Care Insurance (LTC) policy. Can you please review the Securian Minnesota Life SecureCare IV Hybrid LTC […]
Estate Taxes Explained – 5 Questions With Fidelity Trusts can be useful for many as they can be structured to provide beneficiaries with protection, manage money for minor beneficiaries, help avoid the probate process, and more. This episode of 5 Questions with Fidelity tells you what you need to know about the recent updates to […]
Financial Caregiving – What To Do When Crisis Hits Caregiving for an aging parent can be both beautiful and overwhelming. It’s why Beth Pinsker wrote My Mother’s Money: A Guide to Financial Caregiving. It’s the book she wishes she’d had when her mom’s health took a turn. On this episode of Money Unscripted, host Ally […]
Money Matters – Skloff Financial Group Question of the Month – April 1, 2026 By Aaron Skloff, AIF, CFA, MBA Q: We read ‘Income Tax and Capital Gains Rates 2026’ Part 1 and Part 2. Can you give examples of marginal and effective income tax rates based on lower incomes? The Problem – Maze of Marginal and […]
Money Matters – Skloff Financial Group Question of the Month – April 1, 2026 By Aaron Skloff, AIF, CFA, MBA Q: We read ‘Income Tax and Capital Gains Rates 2026’ Part 1. Can you give examples of marginal and effective income tax rates? The Problem – Maze of Marginal and Effective Income Tax Rates Looking at […]
Long Term Care University – Question of the Month – 03/15/26 By Aaron Skloff, AIF, CFA, MBA Q: We are concerned about the exorbitant costs for long term care. Should we insure or self-insure our long term care costs? The Problem – Paying for Long Term Care According to the U.S. Department of Health and […]
Long Term Care University – Question of the Month – 02/15/26 By Aaron Skloff, AIF, CFA, MBA Q: Can we pay for our long term care insurance policies on a tax-free basis? The Problem – Paying for Long Term Care Insurance with After Tax Dollars The Internal Revenue Code is loaded with tax benefits to […]
Money Matters – Skloff Financial Group Question of the Month – February 1, 2026 By Aaron Skloff, AIF, CFA, MBA Q: Even though it is 2026, can we still contribute to Individual Retirement Accounts for 2025? What are the contribution limits, income limits and contribution deadlines for 2025 and 2026? A: The Problem — Foregoing […]
