What Is Long-Term Care Insurance And What Does It Cost? Someone turning 65 today has an almost 70% chance of needing some type of long-term care services, according to government data. Whether it’s because of an injury, an illness, or simply growing older, that care is expensive. Long-term care insurance is a smart strategy to […]
Long Term Care University – Question of the Month – 10/15/25 By Aaron Skloff, AIF, CFA, MBA Q: Some insurance companies offer Partnership Qualified long term care insurance policies. Can you explain what that means, what advantages it may provide and details on the Montana Long-Term Care Insurance Partnership Program? The Problem – Limited Long […]
What Is An HSA And How Does It Work? You’ve heard of health savings accounts or HSAs. But who’s eligible? What expenses do they cover? What are their contribution limits? How are they different from FSAs? How can money in the account be invested, and what are the potential tax advantages? On this episode of […]
Health Savings Accounts (HSAs) Explained – 5 Questions Currently, a single person retiring in 2025 can expect to spend an average of $172,500 in health care and medical expenses throughout retirement. The latest 5 Questions with Fidelity explains how you can leverage health savings accounts (HSAs) to help you deal with ever-rising healthcare expenses. Click […]
Medicare Explained If you’re close to turning 65, Medicare is likely on the horizon. The enrollment process can feel overwhelming but making sure you have the right health care coverage is so important. On this episode of Money Unscripted, host Ally Donnelly and Fidelity’s Ryann Little help you prepare for this critical piece of retirement […]
Long Term Care University – Question of the Month – 09/15/25 By Aaron Skloff, AIF, CFA, MBA Q: Some insurance companies offer Partnership Qualified long term care insurance policies. Can you explain what that means, what advantages it may provide and details on the Maine Long-Term Care Insurance Partnership Program? The Problem – Limited Long […]
Money Matters – Skloff Financial Group Question of the Month – September 1, 2025 By Aaron Skloff, AIF, CFA, MBA Q: With the One Big Beautiful Bill (OBBB) signed into law, what are the top 10 tax tips created by the new law? The Problem – Extracting Valuable Benefits from the New Tax Law Extracting […]
