Entries by Aaron Skloff, AIF, CFA, MBA
How to Save and Pay for College – Scholarships, Financial Aid, More – Today
How to Save and Pay for College – Scholarships, Financial Aid, More High schoolers, and their parents deep in the college application process, can be overwhelmed by the financial aid process so CNBC’s Sharon Epperson breaks down the best ways to help pay for higher education. Click Here for Your Long Term Care Insurance Quotes
Shared Traditional Versus Shared Hybrid Life and Long Term Care Insurance – Which Is Better? – Long Term Care University
Long Term Care University – Question of the Month – 08/15/23 By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article ‘Traditional Versus Hybrid Life and Long Term Care Insurance’. Some of the long term care insurance policies we are researching have shared care benefits. What is the difference between Shared Traditional […]
Health Care Costs in Retirement
Click to Enlarge A 65-year-old couple is estimated to spend $315,000 in health care costs in retirement if they have Medicare Parts A, B and D. This excludes Long Term Care costs. – Fidelity Investments, 2023 Just 4 years of Long Term Care with a home health aide at the age 80 would cost $805,000. […]
Pre-tax Versus Roth Employer Contributions to Retirement Accounts – Which Is Better? – Part 2
Money Matters – Skloff Financial Group Question of the Month – August 1, 2023 By Aaron Skloff, AIF, CFA, MBA Q: We read ‘Pre-tax Versus Roth Employer 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 […]
Nationwide CareMatters Together Hybrid Life and Long Term Care Insurance Review – Long Term Care University
Long Term Care University – Question of the Month – 07/15/23 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 Nationwide CareMatters Together Hybrid Life and […]
Pre-tax Versus Roth Employer Contributions to Retirement Accounts – Which Is Better? – Part 1
Money Matters – Skloff Financial Group Question of the Month – July 1, 2023 By Aaron Skloff, AIF, CFA, MBA Q: We are evaluating whether to take pre-tax employer contributions or Roth employer 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 […]
