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 […]
Adjusted Gross Income, Explained in 4 Minutes How do you find your adjusted gross income? And how does it impact the rest of your tax return? For starters, financial stress is the highest it’s been since 2015 and tax lingo isn’t always intuitive. To help explain your tax return, WSJ breaks down some key terminology […]
How to Get By on Less Than $1 Million in Retirement Savings – Wall Street Journal Your Money Briefing While many people often aspire to accumulate around a million dollars in retirement savings, most people wind up with far less than that. WSJ retirement reporter Anne Tergesen spoke to retirees on how they’re making do, […]
Long Term Care University – Question of the Month – 03/15/23 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 […]
Money Matters – Skloff Financial Group Question of the Month – March 1, 2023 By Aaron Skloff, AIF, CFA, MBA Q: We read the articles ‘The SECURE Act Brings the Biggest Changes to IRAs Since Their Inception’ Part 1, Part 2, and Part 3, and ‘The SECURE Act 2.0 Brings Big Changes to Retirement Accounts’ Part 1 and Part 2 and Part 3 and […]
Money Matters – Skloff Financial Group Question of the Month – March 1, 2023 By Aaron Skloff, AIF, CFA, MBA Q: We read the articles ‘The SECURE Act Brings the Biggest Changes to IRAs Since Their Inception’ Part 1, Part 2, and Part 3, and ‘The SECURE Act 2.0 Brings Big Changes to Retirement Accounts’ […]
Money Matters – Skloff Financial Group Question of the Month – March 1, 2023 By Aaron Skloff, AIF, CFA, MBA Q: We read the articles ‘The SECURE Act Brings the Biggest Changes to IRAs Since Their Inception’ Part 1, Part 2, and Part 3, and ‘The SECURE Act 2.0 Brings Big Changes to Retirement Accounts’ […]
Long Term Care University – Question of the Month – 03/01/23 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 Brighthouse SmartCare Hybrid LTC policy for New […]
