Entries by Aaron Skloff, AIF, CFA, MBA
Traditional Versus Hybrid Life and Long Term Care Insurance – Long Term Care University
Long Term Care University – Question of the Month – 06/15/23 By Aaron Skloff, AIF, CFA, MBA Q: What are the advantages of a Hybrid Life and Long Term Care insurance policy versus a Traditional Long Term Care insurance policy, and vice versa? The Problem – Comparing Apples and Oranges What happens to all those […]
Dot com Bust vs. A.I. Mania: Comparing 1999 and 2023 – CNBC
Dot com Bust vs. A.I. Mania: Comparing 1999 and 2023 Tech has come roaring back in 2023. And the biggest narrative this year – artificial intelligence. If it feels like a moment of gigantic hype – you wouldn’t be mistaken. But so was 1999. This week on TechCheck – comparing two moments of hype: the […]
Pre-tax Versus Roth Contributions to Retirement Accounts – Which Is Better? – Part 2
Money Matters – Skloff Financial Group Question of the Month – June 1, 2023 By Aaron Skloff, AIF, CFA, MBA Q: We read ‘Pre-tax Versus Roth Contributions to Retirement Accounts – Which Is Better?’ Part 1. Can you give us examples of contributions today versus withdrawals in the future? The Problem – Tax-free Roth Withdrawals […]
Insure or Self-Insure for Long Term Care? – Long Term Care University
Long Term Care University – Question of the Month – 05/15/23 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 […]
What Happens if You Die Without a Will? – Wall Street Journal Your Money Briefing
What Happens if You Die Without a Will? – Wall Street Journal Your Money Briefing Dying without a will can put the future of your assets at risk. Wall Street Journal personal-finance reporter Ashlea Ebeling joins host J.R. Whalen to discuss why most Americans don’t have one. Click Here for Your Long Term Care Insurance […]
Pre-tax Versus Roth Contributions to Retirement Accounts – Which Is Better? – Part 1
Money Matters – Skloff Financial Group Question of the Month – May 1, 2023 By Aaron Skloff, AIF, CFA, MBA Q: We are evaluating whether to make pre-tax contributions or Roth contributions to our retirement accounts, including 401(k)s, 403(b)s, 457(b)s and IRAs. Which is a better choice for contributions and withdrawals? The Problem – Determining if Pre-tax […]
Hybrid Life Insurance With Care Riders Versus Hybrid Life And Long Term Care Insurance – Part 2 – Long Term Care University
Long Term Care University – Question of the Month – 04/15/23 By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article that compares ‘Traditional Versus Hybrid Life and Long Term Care Insurance’ and ‘Not All Hybrid Life And Chronic Illness And Long Term Care Insurance Policies Are The Same’ Part […]
Top 10 Tips to Reduce Income Taxes and Capital Gains Taxes 2023
Money Matters – Skloff Financial Group Question of the Month – April 1, 2023 By Aaron Skloff, AIF, CFA, MBA Q: We read your article ‘Income Tax and Capital Gains Rates 2023’. What are your top 10 recommendations to reduce income taxes and capital gains taxes in 2023? The Problem – Taming the Tax Beast […]
