Author Archive for: f2819644
Entries by f2819644
Medicare Part B Premiums 2023
Click to Enlarge Part B premiums are based on tax returns from two years earlier. Medicare doesn’t cover long-term care (also called custodial care). Part B Deductible and Coinsurance You pay $226 per year for your Part B deductible. After your deductible is met, you typically pay 20% of the Medicare-approved amount for these: Most […]
Growth of $1 Investment: 1926-2022
Past performance is no guarantee of future results. Hypothetical value of $1 invested at the beginning of 1926. Assumes reinvestment of income and no transaction costs or taxes. This is for illustrative purposes only and not indicative of any investment. An investment cannot be made directly in an index. Investing involves risk, including the […]
Retirement Plan Contribution Limits for 2023 and 2022 – 01/01/23
Money Matters – Skloff Financial Group Question of the Month – January 1, 2023 By Aaron Skloff, AIF, CFA, MBA Q: We are ready to get serious about our retirement savings in 2023. What are the contribution limits for various retirement accounts in 2023? The Problem – Lack of Retirement Savings Most pre-retirees […]
Not All Hybrid Life and Chronic Illness and Long Term Care Insurance Policies Are The Same – Part 2 – Long Term Care University – 12/15/22
Long Term Care University – Question of the Month – 12/15/22 Research 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 […]
Year End Tax and Financial Planning for 2022 – 12/01/22
Money Matters – Skloff Financial Group Question of the Month – December 1, 2022 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 […]